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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $34.3B AUM 4,879 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 212 New 1057 Added 819 Reduced 97 Exited
Page 87 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 USMV ISHARES TR 6,899.0 $666K 0.00% -27K -79.7% $96.47 +4.9%
1722 GFI GOLD FIELDS LTD Basic Materials 19,812.0 $665K 0.00% -12K -37.3% $33.59 +34.4%
1723 RBRK RUBRIK INC. Technology 8,281.0 $665K 0.00% $80.28 +23.2%
1724 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 10,259.0 $662K 0.00% -1K -9.1% $64.52 +2.3%
1725 BIO BIO RAD LABS INC Healthcare 2,251.0 $661K 0.00% -187.0 -7.7% $293.55 +28.4%
1726 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 24,579.0 $660K 0.00% -20K -45.1% $26.86 +5.0%
1727 SFNC SIMMONS FIRST NATL CORP Financial Services 29,110.0 $660K 0.00% -802.0 -2.7% $22.67 +1.0%
1728 IXP ISHARES TR 5,821.0 $657K 0.00% $112.85 +2.3%
1729 AWI ARMSTRONG WORLD INDS INC NEW Industrials 4,087.0 $656K 0.00% +565.0 +16.0% $160.42 +10.4%
1730 PHI PLDT INC Communication Services 37,397.0 $655K 0.00% NEW $17.52 +9.8%
1731 NTLA INTELLIA THERAPEUTICS INC Healthcare 38,782.0 $655K 0.00% +15K +62.7% $16.88 -24.7%
1732 LMND LEMONADE INC Financial Services 10,051.0 $654K 0.00% -3K -22.1% $65.05 -23.0%
1733 FRME FIRST MERCHANTS CORP Financial Services 14,953.0 $653K 0.00% $43.69 -4.6%
1734 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 12,069.0 $651K 0.00% -404.0 -3.2% $53.95 -23.6%
1735 ETORO GROUP LTD 16,487.0 $651K 0.00% NEW $39.47
1736 NSA NATIONAL STORAGE AFFILIATES Real Estate 14,628.0 $651K 0.00% -3K -16.5% $44.47 -2.4%
1737 EQH EQUITABLE HLDGS INC Financial Services 14,744.0 $647K 0.00% -5K -26.9% $43.88 +12.4%
1738 DTCR GLOBAL X FDS 21,242.0 $645K 0.00% NEW $30.37 -6.4%
1739 CGGR CAPITAL GROUP GROWTH ETF 13,568.0 $640K 0.00% $47.20 -1.3%
1740 FOX FOX CORP Communication Services 13,638.0 $639K 0.00% -2K -15.2% $46.84 +29.8%
Page 87 of 117  ·  2,337 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.2%
Financial Services 28.1%
Consumer Cyclical 7.9%
Communication Services 7.7%
Healthcare 7.6%
Industrials 7.4%
Consumer Defensive 5.3%
Energy 3.1%
Utilities 1.7%
Basic Materials 1.5%