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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 68 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 OZK BANK OZK LITTLE ROCK ARK Financial Services 26,421.0 $1.4M 0.00% -672.0 -2.5% $52.09 -5.1%
1342 STEP STEPSTONE GROUP INC Financial Services 33,163.0 $1.4M 0.00% -4K -10.2% $41.36 +20.9%
1343 BNS BANK NOVA SCOTIA B C Financial Services 15,770.0 $1.4M 0.00% +2K +13.8% $86.84 +0.8%
1344 LSTR LANDSTAR SYS INC Industrials 6,621.0 $1.4M 0.00% +227.0 +3.5% $206.82 -9.8%
1345 CPK CHESAPEAKE UTILS CORP Utilities 11,083.0 $1.4M 0.00% +293.0 +2.7% $122.81 +9.2%
1346 FCFS FIRSTCASH HOLDINGS INC Financial Services 6,254.0 $1.4M 0.00% -453.0 -6.8% $216.30 +4.2%
1347 NATL NCR ATLEOS CORPORATION Technology 31,050.0 $1.3M 0.00% -35K -53.1% $43.41 +6.9%
1348 USIG ISHARES TR 26,223.0 $1.3M 0.00% NEW $51.29 -2.1%
1349 MIDD MIDDLEBY CORP Industrials 7,807.0 $1.3M 0.00% -149.0 -1.9% $172.01 -32.9%
1350 DT DYNATRACE INC Technology 30,569.0 $1.3M 0.00% -3K -8.7% $43.91 +12.3%
1351 CPT CAMDEN PPTY TR Real Estate 11,691.0 $1.3M 0.00% +2K +18.5% $114.50 -6.0%
1352 LNTH LANTHEUS HLDGS INC Healthcare 12,047.0 $1.3M 0.00% -522.0 -4.2% $110.94 -9.9%
1353 SU SUNCOR ENERGY INC NEW Energy 24,879.0 $1.3M 0.00% -2K -6.4% $53.68 +27.5%
1354 CXT CRANE NXT CO Industrials 26,098.0 $1.3M 0.00% -4K -12.4% $51.16 -1.9%
1355 ADT ADT INC DEL Industrials 205,152.0 $1.3M 0.00% -11K -5.0% $6.50 +13.5%
1356 BBEU J P MORGAN EXCHANGE TRADED F 17,152.0 $1.3M 0.00% $77.77 +4.1%
1357 WF WOORI FINL GROUP INC Financial Services 23,194.0 $1.3M 0.00% +2K +9.4% $57.40 +19.2%
1358 OMF ONEMAIN HLDGS INC Financial Services 21,732.0 $1.3M 0.00% $60.97 +3.6%
1359 LOGI LOGITECH INTL S A Technology 14,072.0 $1.3M 0.00% $94.04 +2.1%
1360 ICSH ISHARES TR 26,154.0 $1.3M 0.00% -9K -25.9% $50.58 -0.1%
Page 68 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 28.9%
Financial Services 28.6%
Consumer Cyclical 8.1%
Healthcare 7.8%
Industrials 7.6%
Communication Services 5.8%
Consumer Defensive 5.4%
Energy 3.1%
Utilities 1.7%
Basic Materials 1.5%