Pathstone Holdings, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$25.3B

Holdings

2,162

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,162 positions)

#StockSharesValue% PortfolioType
601
CVSBMORGAN STANLEY ETF TRUST
85,003$4.3M0.02%
602
SCISERVICE CORP INTL
52,784$4.3M0.02%
603
BSVVANGUARD BD INDEX FDS
54,424$4.3M0.02%
604
VIOOVANGUARD ADMIRAL FDS INC
42,288$4.3M0.02%
605
RRCRANGE RES CORP
104,991$4.3M0.02%
606
NXSTNEXSTAR MEDIA GROUP INC
24,666$4.3M0.02%
607
ARESARES MANAGEMENT CORPORATION
24,562$4.3M0.02%
608
DTDWISDOMTREE TR
53,236$4.2M0.02%
609
RFMZRIVERNORTH FLEXIBLE MUNI INC
333,975$4.2M0.02%
610
DOVDOVER CORP
22,949$4.2M0.02%
611
PJULINNOVATOR ETFS TRUST
98,760$4.2M0.02%
612
RLRALPH LAUREN CORP
15,306$4.2M0.02%
613
VISVANGUARD WORLD FD
14,952$4.2M0.02%
614
FDSFACTSET RESH SYS INC
9,306$4.2M0.02%
615
JRSNUVEEN REAL ESTATE INCOME FD
533,860$4.2M0.02%
616
EXPDEXPEDITORS INTL WASH INC
36,294$4.1M0.02%
617
ATDATI INC
47,814$4.1M0.02%
618
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
52,915$4.1M0.02%
619
SRESEMPRA
54,345$4.1M0.02%
620
JKHYHENRY JACK & ASSOC INC
22,792$4.1M0.02%
621
EODALLSPRING GLOBAL DIVIDEND OP
761,529$4.1M0.02%
622
TRMBTRIMBLE INC
53,749$4.1M0.02%
623
AMEAMETEK INC
22,556$4.1M0.02%
624
PRIPRIMERICA INC
14,877$4.1M0.02%
625
SHGSHINHAN FINANCIAL GROUP CO L
89,824$4.1M0.02%
626
URBNURBAN OUTFITTERS INC
55,844$4.0M0.02%
627
VRSNVERISIGN INC
13,998$4.0M0.02%
628
FANGDIAMONDBACK ENERGY INC
29,247$4.0M0.02%
629
GGGGRACO INC
46,577$4.0M0.02%
630
EHCENCOMPASS HEALTH CORP
32,205$3.9M0.02%
631
OXYOCCIDENTAL PETE CORP
93,939$3.9M0.02%
632
SCHGSCHWAB STRATEGIC TR
135,014$3.9M0.02%
633
VGITVANGUARD SCOTTSDALE FDS
65,832$3.9M0.02%
634
VOEVANGUARD INDEX FDS
23,832$3.9M0.02%
635
DYDYCOM INDS INC
16,033$3.9M0.02%
636
FISFIDELITY NATL INFORMATION SV
48,122$3.9M0.02%
637
VSTVISTRA CORP
20,182$3.9M0.02%
638
TMHCTAYLOR MORRISON HOME CORP
63,659$3.9M0.02%
639
CETCENTRAL SECS CORP
81,662$3.9M0.02%
640
TMTOYOTA MOTOR CORP
22,669$3.9M0.02%
641
ITRIITRON INC
29,549$3.9M0.02%
642
IM8NINSMED INC
38,627$3.9M0.02%
643
BABAALIBABA GROUP HLDG LTD
34,189$3.9M0.02%
644
MMSIMERIT MED SYS INC
41,455$3.9M0.02%
645
AFGAMERICAN FINL GROUP INC OHIO
30,629$3.9M0.02%
646
JGHNUVEEN GLOBAL HIGH INCOME FD
298,675$3.9M0.02%
647
HALHALLIBURTON CO
189,176$3.9M0.02%
648
AXTAAXALTA COATING SYS LTD
129,726$3.9M0.02%
649
TSCOTRACTOR SUPPLY CO
72,975$3.8M0.02%
650
KTOSKRATOS DEFENSE & SEC SOLUTIO
82,759$3.8M0.02%
651
NXPINXP SEMICONDUCTORS N V
16,936$3.8M0.02%
652
AMANTERO MIDSTREAM CORP
201,406$3.8M0.02%
653
VYXNCR VOYIX CORPORATION
324,813$3.8M0.02%
654
BFAMBRIGHT HORIZONS FAM SOL IN D
30,829$3.8M0.02%
655
TROWPRICE T ROWE GROUP INC
39,432$3.8M0.02%
656
XLFISELECT SECTOR SPDR TR
46,971$3.8M0.02%
657
DRIDARDEN RESTAURANTS INC
17,449$3.8M0.02%
658
CAHCARDINAL HEALTH INC
22,620$3.8M0.02%
659
FAXABRDN ASIA PACIFIC INCOME FU
235,898$3.8M0.01%
660
TTWOTAKE-TWO INTERACTIVE SOFTWAR
15,459$3.8M0.01%
661
IDAIDACORP INC
32,512$3.8M0.01%
662
IRMIRON MTN INC DEL
36,488$3.7M0.01%
663
DELLDELL TECHNOLOGIES INC
30,551$3.7M0.01%
664
CSGPCOSTAR GROUP INC
46,546$3.7M0.01%
665
KLGWK KELLOGG CO
234,128$3.7M0.01%
666
HLIHOULIHAN LOKEY INC
20,669$3.7M0.01%
667
CHDCHURCH & DWIGHT CO INC
38,548$3.7M0.01%
668
DOWDOW INC
139,752$3.7M0.01%
669
XYZBLOCK INC
54,395$3.7M0.01%
670
STZCONSTELLATION BRANDS INC
22,689$3.7M0.01%
671
NTRANATERA INC
21,789$3.7M0.01%
672
AEEAMEREN CORP
38,226$3.7M0.01%
673
JBTJBT MAREL CORPORATION
30,230$3.6M0.01%
674
HEIHEICO CORP NEW
13,955$3.6M0.01%
675
RHCRH PLC
39,306$3.6M0.01%
676
DGROISHARES TR
56,257$3.6M0.01%
677
LENLENNAR CORP
32,511$3.6M0.01%
678
EDCONSOLIDATED EDISON INC
35,801$3.6M0.01%
679
USXFISHARES TR
66,584$3.6M0.01%
680
BBARRICK MNG CORP
172,252$3.6M0.01%
681
RRXREGAL REXNORD CORPORATION
24,720$3.6M0.01%
682
AZEKAZEK CO INC
65,832$3.6M0.01%
683
CMBSISHARES TR
73,370$3.6M0.01%
684
FTVFORTIVE CORP
68,139$3.6M0.01%
685
VDCVANGUARD WORLD FD
16,200$3.5M0.01%
686
USMVISHARES TR
38,569$3.5M0.01%
687
ODFLOLD DOMINION FREIGHT LINE IN
21,822$3.5M0.01%
688
COHRCOHERENT CORP
39,684$3.5M0.01%
689
AWMSKYWORKS SOLUTIONS INC
47,460$3.5M0.01%
690
ENBENBRIDGE INC
77,927$3.5M0.01%
691
2L9BLUEPRINT MEDICINES CORP
27,464$3.5M0.01%
692
ZBHZIMMER BIOMET HOLDINGS INC
38,506$3.5M0.01%
693
FFORD MTR CO
322,742$3.5M0.01%
694
TTENTOTALENERGIES SE
56,832$3.5M0.01%
695
HOLXHOLOGIC INC
53,602$3.5M0.01%
696
SUSAISHARES TR
27,502$3.5M0.01%
697
IJTISHARES TR
26,198$3.5M0.01%
698
TXNMTXNM ENERGY INC
61,886$3.5M0.01%
699
CHTRCHARTER COMMUNICATIONS INC N
8,620$3.5M0.01%
700
HUBBHUBBELL INC
8,453$3.5M0.01%
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