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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 6 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 22,458.0 $479K 0.00% NEW $21.33 +15.1%
102 QBTS D-WAVE QUANTUM INC Technology 19,701.0 $473K 0.00% NEW $23.99 -18.6%
103 TGTX TG THERAPEUTICS INC Healthcare 8,430.0 $463K 0.00% NEW $54.94 -8.5%
104 WISE GROUP PLC 37,976.0 $452K 0.00% NEW $11.91
105 HNI HNI CORP Industrials 11,180.0 $452K 0.00% NEW $40.41 +17.6%
106 IYJ ISHARES TR 2,685.0 $447K 0.00% NEW $166.65 +0.1%
107 FETH FIDELITY ETHEREUM FD Financial Services 28,404.0 $447K 0.00% NEW $15.74 +21.1%
108 TRFK PACER FDS TR 4,120.0 $440K 0.00% NEW $106.70 -10.9%
109 HUBG HUB GROUP INC Industrials 9,819.0 $430K 0.00% NEW $43.79 -9.4%
110 CWB SPDR SERIES TRUST 3,958.0 $427K 0.00% NEW $107.82 -3.1%
111 PDFS PDF SOLUTIONS INC Technology 5,899.0 $418K 0.00% NEW $70.79 -32.3%
112 AX AXOS FINANCIAL INC Financial Services 4,214.0 $410K 0.00% NEW $97.39 +0.3%
113 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 13,895.0 $410K 0.00% NEW $29.53 -7.0%
114 APLD APPLIED DIGITAL CORP Technology 10,935.0 $408K 0.00% NEW $37.30 -23.6%
115 ACMR ACM RESH INC Technology 3,170.0 $402K 0.00% NEW $126.89 -33.5%
116 IYF ISHARES TR 3,131.0 $399K 0.00% NEW $127.51 +7.6%
117 FULT FULTON FINL CORP PA Financial Services 16,488.0 $399K 0.00% NEW $24.19 +0.5%
118 SNDR SCHNEIDER NATIONAL INC Industrials 10,800.0 $395K 0.00% NEW $36.54 -3.4%
119 CSV CARRIAGE SVCS INC Consumer Cyclical 10,289.0 $394K 0.00% NEW $38.34 -10.4%
120 UNF UNIFIRST CORP MASS Industrials 1,486.0 $393K 0.00% NEW $264.46 +8.3%
Page 6 of 11  ·  212 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%