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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 92 of 117  ·  2,337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 TKC TURKCELL ILETISIM Communication Services 93,683.0 $551K 0.00% -6K -6.2% $5.88 -8.2%
1822 EWU ISHARES TR 11,914.0 $550K 0.00% +1K +9.8% $46.14 +5.2%
1823 DFCA DIMENSIONAL ETF TRUST 10,926.0 $548K 0.00% +4K +65.8% $50.18 -1.3%
1824 PDBC INVESCO ACTVELY MNGD ETC FD 34,307.0 $545K 0.00% NEW $15.88 +16.8%
1825 W WAYFAIR INC Consumer Cyclical 5,892.0 $545K 0.00% +402.0 +7.3% $92.42 +11.8%
1826 EMLP FIRST TR EXCHANGE-TRADED FD 12,500.0 $544K 0.00% $43.50 +2.1%
1827 IYM ISHARES TR 3,015.0 $541K 0.00% $179.53 +6.0%
1828 GLDM WORLD GOLD TR Financial Services 6,815.0 $541K 0.00% +4K +148.4% $79.42 +12.8%
1829 SG SWEETGREEN INC Consumer Cyclical 61,435.0 $541K 0.00% $8.81 -25.3%
1830 VALE VALE S A Basic Materials 35,891.0 $540K 0.00% $15.04 -5.4%
1831 VFC V F CORP Consumer Cyclical 32,340.0 $539K 0.00% -6K -14.8% $16.68 -16.4%
1832 ARKW ARK ETF TR 3,717.0 $538K 0.00% $144.86 +4.5%
1833 AIOT POWERFLEET INC Technology 139,904.0 $536K 0.00% +54K +63.8% $3.83 -21.1%
1834 RITM RITHM CAPITAL CORP Real Estate 57,052.0 $536K 0.00% +18K +47.4% $9.39 +8.2%
1835 PRVA PRIVIA HEALTH GROUP INC Healthcare 20,816.0 $536K 0.00% -566.0 -2.6% $25.73 -17.6%
1836 LRN STRIDE INC Consumer Defensive 6,204.0 $535K 0.00% -58.0 -0.9% $86.24 -2.5%
1837 VSTS VESTIS CORPORATION Industrials 36,775.0 $534K 0.00% $14.52 -11.7%
1838 CDRE CADRE HLDGS INC Industrials 18,650.0 $532K 0.00% +198.0 +1.1% $28.51 +18.7%
1839 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 9,273.0 $531K 0.00% +253.0 +2.8% $57.22 +18.3%
1840 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 77,413.0 $529K 0.00% NEW $6.83 -0.9%
Page 92 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%