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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 88 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 VPL VANGUARD INTL EQUITY INDEX F 5,517.0 $638K 0.00% +1K +29.8% $115.69 -1.5%
1742 ACADIAN ASSET MANAGEMENT INC 8,913.0 $637K 0.00% +4K +70.4% $71.52
1743 VTIP VANGUARD MALVERN FDS 12,680.0 $637K 0.00% -998.0 -7.3% $50.23 -0.9%
1744 IYE ISHARES TR 11,231.0 $636K 0.00% +529.0 +4.9% $56.59 +20.6%
1745 SFBS SERVISFIRST BANCSHARES INC Financial Services 7,320.0 $635K 0.00% -461.0 -5.9% $86.75 +0.1%
1746 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 30,885.0 $635K 0.00% $20.56 +0.5%
1747 ARM ARM HOLDINGS PLC Technology 1,789.0 $634K 0.00% -211.0 -10.6% $354.62 -30.9%
1748 BETA BETA TECHNOLOGIES INC Industrials 37,788.0 $634K 0.00% +21K +127.0% $16.78 +48.8%
1749 COPX GLOBAL X FDS 8,233.0 $634K 0.00% +585.0 +7.7% $76.97 +15.5%
1750 DKNG DRAFTKINGS INC NEW Consumer Cyclical 25,079.0 $634K 0.00% +12K +86.7% $25.26 -2.1%
1751 OGN ORGANON & CO Healthcare 46,515.0 $630K 0.00% +13K +39.6% $13.54 +1.4%
1752 AVTR AVANTOR INC Healthcare 63,577.0 $629K 0.00% -1K -1.7% $9.90 +45.2%
1753 VNOM VIPER ENERGY INC Energy 14,829.0 $629K 0.00% +1K +9.8% $42.40 +6.3%
1754 NTES NETEASE COM INC Technology 4,906.0 $629K 0.00% -610.0 -11.1% $128.13 -6.2%
1755 TLT ISHARES TR 7,274.0 $629K 0.00% -458.0 -5.9% $86.42 -4.9%
1756 CRDT SIMPLIFY EXCHANGE TRADED FUN 26,650.0 $627K 0.00% NEW $23.53 +0.2%
1757 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 63,682.0 $625K 0.00% +26K +68.4% $9.81 +0.7%
1758 AMSF AMERISAFE INC Financial Services 18,340.0 $620K 0.00% NEW $33.83 -23.5%
1759 EIG EMPLOYERS HLDGS INC Financial Services 12,287.0 $620K 0.00% +322.0 +2.7% $50.48 -5.0%
1760 CTRE CARETRUST REIT INC Real Estate 15,367.0 $620K 0.00% -173.0 -1.1% $40.35 -0.5%
Page 88 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%