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
701
AXSAXIS CAP HLDGS LTD
33,084$3.4M0.01%
702
HPEHEWLETT PACKARD ENTERPRISE C
168,068$3.4M0.01%
703
TAKTAKEDA PHARMACEUTICAL CO LTD
221,852$3.4M0.01%
704
PKGPACKAGING CORP AMER
18,133$3.4M0.01%
705
TTDTHE TRADE DESK INC
48,548$3.4M0.01%Call
706
NWGNATWEST GROUP PLC
241,325$3.4M0.01%
707
QUALISHARES TR
18,672$3.4M0.01%
708
WWDWOODWARD INC
13,900$3.4M0.01%
709
DLTRDOLLAR TREE INC
34,362$3.4M0.01%
710
MHIPIONEER MUNICIPAL HIGH INCOM
371,333$3.4M0.01%
711
TTEKTETRA TECH INC NEW
94,447$3.4M0.01%
712
DFEVDIMENSIONAL ETF TRUST
112,915$3.4M0.01%
713
KEYKEYCORP
193,705$3.4M0.01%
714
CRCCANADIAN NAT RES LTD
107,301$3.4M0.01%
715
ETRENTERGY CORP NEW
40,533$3.4M0.01%
716
ATOATMOS ENERGY CORP
21,815$3.4M0.01%
717
VPUVANGUARD WORLD FD
19,045$3.4M0.01%
718
OGSONE GAS INC
46,739$3.4M0.01%
719
HRLHORMEL FOODS CORP
109,988$3.3M0.01%
720
LDOSLEIDOS HOLDINGS INC
21,081$3.3M0.01%
721
NCVVIRTUS CONVERTIBLE & INCOME
234,034$3.3M0.01%
722
BOOTBOOT BARN HLDGS INC
21,858$3.3M0.01%
723
NSYNICE LTD
19,661$3.3M0.01%
724
AVYAVERY DENNISON CORP
18,827$3.3M0.01%
725
SEICSEI INVTS CO
36,612$3.3M0.01%
726
ESEVERSOURCE ENERGY
51,332$3.3M0.01%
727
NVRNVR INC
442$3.3M0.01%
728
SCHBSCHWAB STRATEGIC TR
136,891$3.3M0.01%
729
MTDMETTLER TOLEDO INTERNATIONAL
2,770$3.3M0.01%
730
FLRFLUOR CORP NEW
63,297$3.2M0.01%
731
WECWEC ENERGY GROUP INC
30,875$3.2M0.01%
732
DKSDICKS SPORTING GOODS INC
16,217$3.2M0.01%
733
HBANHUNTINGTON BANCSHARES INC
190,736$3.2M0.01%
734
STAGSTAG INDL INC
88,106$3.2M0.01%
735
DTEDTE ENERGY CO
24,089$3.2M0.01%
736
PSAPUBLIC STORAGE OPER CO
10,791$3.2M0.01%
737
STXSEAGATE TECHNOLOGY HLDNGS PL
21,891$3.2M0.01%
738
KMXCARMAX INC
46,835$3.1M0.01%
739
AG8AGILENT TECHNOLOGIES INC
26,653$3.1M0.01%
740
VNOVORNADO RLTY TR
82,141$3.1M0.01%
741
IJKISHARES TR
34,506$3.1M0.01%
742
VENVENTAS INC
49,684$3.1M0.01%
743
AVBAVALONBAY CMNTYS INC
15,381$3.1M0.01%
744
NMFCNEW MTN FIN CORP
297,323$3.1M0.01%
745
LMBLIMBACH HLDGS INC
22,384$3.1M0.01%
746
CYBRCYBERARK SOFTWARE LTD
7,674$3.1M0.01%
747
DTMDT MIDSTREAM INC
28,225$3.1M0.01%
748
DONSPDR DOW JONES INDL AVERAGE
7,052$3.1M0.01%
749
MGYMAGNOLIA OIL & GAS CORP
138,146$3.1M0.01%
750
COLBCOLUMBIA BKG SYS INC
132,742$3.1M0.01%
751
AMLPALPS ETF TR
63,457$3.1M0.01%
752
KBDCKAYNE ANDERSON BDC INC
202,873$3.1M0.01%
753
SWSMURFIT WESTROCK PLC
71,714$3.1M0.01%
754
BYDBOYD GAMING CORP
39,548$3.1M0.01%
755
MOSMOSAIC CO NEW
84,440$3.1M0.01%
756
AMGAFFILIATED MANAGERS GROUP IN
15,640$3.1M0.01%
757
SITMSITIME CORP
14,330$3.1M0.01%
758
GDXVANECK ETF TRUST
58,427$3.0M0.01%
759
SPSCSPS COMM INC
22,328$3.0M0.01%
760
SBG1SEACOAST BKG CORP FLA
109,985$3.0M0.01%
761
DPZDOMINOS PIZZA INC
6,737$3.0M0.01%
762
HQYHEALTHEQUITY INC
28,962$3.0M0.01%
763
GLGLOBE LIFE INC
24,305$3.0M0.01%
764
CINFCINCINNATI FINL CORP
20,217$3.0M0.01%
765
SSDSIMPSON MFG INC
19,388$3.0M0.01%
766
RDNTRADNET INC
52,685$3.0M0.01%
767
TFSLTFS FINL CORP
231,244$3.0M0.01%
768
AVUSAMERICAN CENTY ETF TR
29,601$3.0M0.01%
769
MIRMIRION TECHNOLOGIES INC
138,600$3.0M0.01%
770
MTSIMACOM TECH SOLUTIONS HLDGS I
20,785$3.0M0.01%
771
GBTCGRAYSCALE BITCOIN TRUST ETF
35,102$3.0M0.01%
772
ANAUTONATION INC
14,953$3.0M0.01%
773
ADCAGREE RLTY CORP
40,632$3.0M0.01%
774
NYTNEW YORK TIMES CO
53,034$3.0M0.01%
775
FSVFIRSTSERVICE CORP NEW
16,929$3.0M0.01%
776
DUSBDIMENSIONAL ETF TRUST
58,196$3.0M0.01%
777
FTECFIDELITY COVINGTON TRUST
14,973$3.0M0.01%
778
LHLABCORP HOLDINGS INC
11,236$2.9M0.01%
779
PLMRPALOMAR HLDGS INC
19,020$2.9M0.01%
780
XLBSELECT SECTOR SPDR TR
33,327$2.9M0.01%
781
DALDELTA AIR LINES INC DEL
59,380$2.9M0.01%
782
SYFSYNCHRONY FINANCIAL
43,706$2.9M0.01%
783
ABMABM INDS INC
61,681$2.9M0.01%
784
CSWCSW INDUSTRIALS INC
10,108$2.9M0.01%
785
HUMHUMANA INC
11,836$2.9M0.01%
786
FSLRFIRST SOLAR INC
17,486$2.9M0.01%
787
HIMSHIMS & HERS HEALTH INC
58,003$2.9M0.01%
788
PG4PRINCIPAL FINANCIAL GROUP IN
36,328$2.9M0.01%
789
HLNEHAMILTON LANE INC
20,303$2.9M0.01%
790
FCTFIRST TR SR FLTG RATE INCOME
283,741$2.9M0.01%
791
APAMARTISAN PARTNERS ASSET MGMT
64,911$2.9M0.01%
792
QTWOQ2 HLDGS INC
30,669$2.9M0.01%
793
IBKRINTERACTIVE BROKERS GROUP IN
51,778$2.9M0.01%
794
TOSTTOAST INC
64,627$2.9M0.01%
795
FLEXFLEX LTD
57,088$2.8M0.01%
796
ATRAPTARGROUP INC
18,210$2.8M0.01%
797
VSECVSE CORP
21,703$2.8M0.01%
798
ICSHISHARES TR
55,951$2.8M0.01%
799
ILMNILLUMINA INC
29,755$2.8M0.01%
800
XPOXPO INC
22,471$2.8M0.01%
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