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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 91 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 DLB DOLBY LABORATORIES INC Technology 10,932.0 $575K 0.00% +250.0 +2.3% $52.58 +19.2%
1802 TLN TALEN ENERGY CORP Utilities 1,488.0 $572K 0.00% +289.0 +24.1% $384.26 -16.1%
1803 CPNG COUPANG INC Consumer Cyclical 32,845.0 $571K 0.00% -19K -37.0% $17.37 -4.1%
1804 UTL UNITIL CORP Utilities 10,805.0 $569K 0.00% +4K +67.8% $52.69 +2.5%
1805 KN KNOWLES CORP Technology 13,715.0 $569K 0.00% NEW $41.48 -16.1%
1806 SCHL SCHOLASTIC CORP Communication Services 12,366.0 $569K 0.00% -173.0 -1.4% $46.00 -11.6%
1807 BRIDGER AEROSPACE GRP HLDGS 296,192.0 $569K 0.00% NEW $1.92
1808 SR SPIRE INC Utilities 7,253.0 $567K 0.00% +1K +24.7% $78.17 +6.8%
1809 JIRE J P MORGAN EXCHANGE TRADED F 6,864.0 $566K 0.00% NEW $82.49 +2.9%
1810 DRH DIAMONDROCK HOSPITALITY CO Real Estate 46,332.0 $564K 0.00% +1K +3.0% $12.18 +4.4%
1811 TRST TRUSTCO BK CORP N Y Financial Services 10,268.0 $564K 0.00% -165.0 -1.6% $54.91 +2.9%
1812 NE NOBLE CORP PLC Energy 15,093.0 $563K 0.00% +4K +33.3% $37.30 +23.0%
1813 CHRD CHORD ENERGY CORPORATION Energy 4,922.0 $563K 0.00% +2K +49.6% $114.29 +29.3%
1814 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 10,731.0 $562K 0.00% -112.0 -1.0% $52.37 -13.5%
1815 PDI PIMCO DYNAMIC INCOME FD Financial Services 33,588.0 $561K 0.00% $16.70 -9.0%
1816 PVH PVH CORPORATION Consumer Cyclical 7,551.0 $561K 0.00% -317.0 -4.0% $74.26 +6.4%
1817 GMAB GENMAB A/S Healthcare 20,348.0 $559K 0.00% -3K -14.2% $27.47 +24.2%
1818 RUN SUNRUN INC Energy 41,642.0 $556K 0.00% -2K -5.6% $13.36 -26.7%
1819 QQQE DIREXION SHARES ETF TRUST 4,522.0 $552K 0.00% NEW $122.01 +0.8%
1820 PGIM ROCK ETF TR 17,550.0 $551K 0.00% NEW $31.42
Page 91 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%