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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 97 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 IYJ ISHARES TR 2,685.0 $447K 0.00% NEW $166.65 +0.1%
1922 FETH FIDELITY ETHEREUM FD Financial Services 28,404.0 $447K 0.00% NEW $15.74 +21.1%
1923 PHIN PHINIA INC Consumer Cyclical 5,424.0 $447K 0.00% +142.0 +2.7% $82.36 -10.5%
1924 USPH U S PHYSICAL THERAPY Healthcare 6,501.0 $446K 0.00% -294.0 -4.3% $68.68 +13.9%
1925 LPL LG DISPLAY CO LTD Technology 114,710.0 $446K 0.00% +33K +39.5% $3.89 -15.2%
1926 LUNR INTUITIVE MACHINES INC Industrials 20,868.0 $445K 0.00% -3K -10.9% $21.31 -9.4%
1927 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 3,473.0 $444K 0.00% -105.0 -2.9% $127.91 -8.3%
1928 REET ISHARES TR 16,048.0 $443K 0.00% -84K -84.0% $27.62 +0.9%
1929 CVBF CVB FINL CORP Financial Services 19,559.0 $441K 0.00% +3K +19.1% $22.55 +2.2%
1930 EVI EVI INDS INC Industrials 29,799.0 $440K 0.00% -16K -35.0% $14.78 +6.2%
1931 TRFK PACER FDS TR 4,120.0 $440K 0.00% NEW $106.70 -10.9%
1932 RDN RADIAN GROUP INC Financial Services 11,666.0 $439K 0.00% +357.0 +3.2% $37.67 -2.2%
1933 DXPE DXP ENTERPRISES INC Industrials 2,604.0 $439K 0.00% -758.0 -22.6% $168.74 +17.1%
1934 ROBO EXCHANGE TRADED CONCEPTS TRU 5,123.0 $439K 0.00% $85.65 -4.5%
1935 FELG FIDELITY COVINGTON TRUST 10,021.0 $438K 0.00% $43.75 +1.0%
1936 EVTC EVERTEC INC Technology 15,781.0 $438K 0.00% -1K -7.2% $27.78 +6.5%
1937 HYS PIMCO ETF TR 4,687.0 $438K 0.00% +415.0 +9.7% $93.51 -0.7%
1938 WFRD WEATHERFORD INTL PLC Energy 5,345.0 $436K 0.00% $81.50 +12.9%
1939 CWT CALIFORNIA WTR SVC GROUP Utilities 8,956.0 $435K 0.00% +954.0 +11.9% $48.62 +2.6%
1940 SPIB SPDR SERIES TRUST 12,925.0 $432K 0.00% +1K +11.5% $33.46 -1.0%
Page 97 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%