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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.1B AUM 4,659 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 113 New 982 Added 838 Reduced
Page 49 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 AKAM AKAMAI TECHNOLOGIES INC Technology 19,788.0 $2.3M 0.01% +988.0 +5.3% $114.85 -7.8%
962 BPOP POPULAR INC Financial Services 16,869.0 $2.3M 0.01% -604.0 -3.5% $134.19 +25.8%
963 DAR DARLING INGREDIENTS INC Consumer Defensive 36,583.0 $2.3M 0.01% +1K +2.8% $61.85 +1.1%
964 PSA PUBLIC STORAGE OPER CO Real Estate 8,351.0 $2.3M 0.01% -194.0 -2.3% $270.88 +19.5%
965 AGI ALAMOS GOLD INC Basic Materials 50,773.0 $2.3M 0.01% +7K +17.1% $44.43 -13.6%
966 LAUR LAUREATE ED INC Consumer Defensive 64,729.0 $2.3M 0.01% +9K +17.2% $34.84 +6.8%
967 FIRST HAWAIIAN INC 91,403.0 $2.3M 0.01% -963.0 -1.0% $24.64
968 SNA SNAP ON INC Industrials 6,197.0 $2.3M 0.01% +633.0 +11.4% $363.21 +8.3%
969 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 149,410.0 $2.2M 0.01% +8K +5.4% $15.05 +10.9%
970 CSL CARLISLE COS INC Industrials 6,732.0 $2.2M 0.01% +45.0 +0.7% $333.63 +8.8%
971 PSTG EVERPURE INC 37,971.0 $2.2M 0.01% +4K +12.2% $59.04
972 QRVO QORVO INC Technology 28,955.0 $2.2M 0.01% +4K +15.4% $77.40 +23.1%
973 TTEK TETRA TECH INC NEW Industrials 74,370.0 $2.2M 0.01% -6K -7.3% $30.12 +22.8%
974 ASX ASE TECHNOLOGY HLDG CO LTD Technology 103,087.0 $2.2M 0.01% +20K +24.7% $21.68 +67.3%
975 PLXS PLEXUS CORP Technology 10,999.0 $2.2M 0.01% +3K +32.8% $202.55 +17.4%
976 BLD TOPBUILD COR Industrials 6,328.0 $2.2M 0.01% +1K +22.4% $351.32 +0.9%
977 CCI CROWN CASTLE INC Real Estate 27,235.0 $2.2M 0.01% -7K -20.9% $81.31 -6.8%
978 IDCC INTERDIGITAL INC Technology 7,308.0 $2.2M 0.01% -440.0 -5.7% $302.01 +13.0%
979 CALM CAL MAINE FOODS INC Consumer Defensive 27,774.0 $2.2M 0.01% -10K -27.1% $79.15 +6.7%
980 FLR FLUOR CORP Industrials 46,836.0 $2.2M 0.01% -9K -16.7% $46.65 +10.3%
Page 49 of 112  ·  2,222 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
Financial Services 29.5%
Technology 26.3%
Consumer Cyclical 8.5%
Healthcare 7.5%
Industrials 7.4%
Communication Services 6.2%
Consumer Defensive 5.6%
Energy 3.8%
Basic Materials 1.9%
Utilities 1.8%