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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 90 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 PBI PITNEY BOWES INC Industrials 33,859.0 $593K 0.00% -887.0 -2.5% $17.52 -7.7%
1782 AAL AMERICAN AIRLINES GROUP INC Industrials 32,731.0 $591K 0.00% -2K -5.9% $18.07 -25.2%
1783 FIDELITY COVINGTON TRUST 7,646.0 $591K 0.00% +1K +23.4% $77.26
1784 QQEW FIRST TR EXCHANGE-TRADED FD 3,700.0 $591K 0.00% $159.60 +2.2%
1785 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 74,508.0 $587K 0.00% $7.88 -5.5%
1786 CRVL CORVEL CORP Financial Services 9,386.0 $587K 0.00% +2K +24.5% $62.52 +12.3%
1787 POR PORTLAND GEN ELEC CO Utilities 11,252.0 $584K 0.00% +282.0 +2.6% $51.86 -3.3%
1788 UFPI UFP INDUSTRIES INC Basic Materials 6,423.0 $583K 0.00% -2K -19.9% $90.74 -2.9%
1789 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 18,319.0 $583K 0.00% +651.0 +3.7% $31.80 +7.7%
1790 MDLN MEDLINE INC Healthcare 11,029.0 $582K 0.00% NEW $52.76 -38.2%
1791 EVV EATON VANCE LIMITED DURATION Financial Services 62,095.0 $582K 0.00% +46K +277.1% $9.37 -3.5%
1792 ICL ICL GROUP LTD Basic Materials 116,747.0 $581K 0.00% -2K -1.6% $4.98 +10.8%
1793 NMIH NMI HLDGS INC Financial Services 14,128.0 $581K 0.00% -2K -13.8% $41.09 +10.5%
1794 JNK SPDR SERIES TRUST 6,010.0 $579K 0.00% -26K -81.5% $96.37 -0.6%
1795 XVV ISHARES TR 10,173.0 $578K 0.00% $56.79 +2.6%
1796 SHOO MADDEN STEVEN LTD Consumer Cyclical 13,708.0 $577K 0.00% +5K +56.9% $42.10 +8.6%
1797 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 11,297.0 $576K 0.00% +542.0 +5.0% $50.99 -3.2%
1798 SIRIUSPOINT LTD 23,987.0 $576K 0.00% -2K -6.0% $24.00
1799 OMCL OMNICELL COM Healthcare 13,859.0 $575K 0.00% +479.0 +3.6% $41.52 -14.5%
1800 AESI ATLAS ENERGY SOLUTIONS INC Energy 34,621.0 $575K 0.00% -21K -38.3% $16.61 -21.8%
Page 90 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%