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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 98 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 HOMB HOME BANCSHARES INC Financial Services 15,096.0 $431K 0.00% +606.0 +4.2% $28.55 +8.5%
1942 HUBG HUB GROUP INC Industrials 9,819.0 $430K 0.00% NEW $43.79 -9.4%
1943 ISHARES TR 7,109.0 $429K 0.00% -198.0 -2.7% $60.32
1944 IOO ISHARES TR 3,134.0 $428K 0.00% $136.60 +5.3%
1945 USFR WISDOMTREE TR 8,495.0 $428K 0.00% -7K -45.7% $50.35 +0.2%
1946 TFLO ISHARES TR 8,441.0 $427K 0.00% -546.0 -6.1% $50.63 -0.1%
1947 CWB SPDR SERIES TRUST 3,958.0 $427K 0.00% NEW $107.82 -3.1%
1948 EOLS EVOLUS INC Healthcare 61,448.0 $426K 0.00% +16K +35.8% $6.94 +17.9%
1949 BLACKROCK ETF TRUST 15,175.0 $425K 0.00% $28.03
1950 PHO INVESCO EXCHANGE TRADED FD T 6,145.0 $425K 0.00% $69.08 +2.6%
1951 SFLO VICTORY PORTFOLIOS II 12,388.0 $424K 0.00% $34.20 +13.9%
1952 CLDT CHATHAM LODGING TR Real Estate 31,975.0 $423K 0.00% +367.0 +1.2% $13.23 -2.0%
1953 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 14,119.0 $423K 0.00% -104.0 -0.7% $29.94 +2.9%
1954 REZI RESIDEO TECHNOLOGIES INC Industrials 13,588.0 $423K 0.00% -2K -10.5% $31.10 -32.4%
1955 APPF APPFOLIO INC Technology 2,629.0 $422K 0.00% -120.0 -4.4% $160.35 +27.2%
1956 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 3,201.0 $421K 0.00% +38.0 +1.2% $131.61 -6.3%
1957 LEMB ISHARES INC 9,927.0 $421K 0.00% $42.43 +1.3%
1958 PBA PEMBINA PIPELINE CORP Energy 9,086.0 $420K 0.00% +51.0 +0.6% $46.25 +6.7%
1959 EGBN EAGLE BANCORPORATION INC Financial Services 14,740.0 $418K 0.00% $28.39 +0.2%
1960 PDFS PDF SOLUTIONS INC Technology 5,899.0 $418K 0.00% NEW $70.79 -32.3%
Page 98 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%