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Home > Institutional Investor > Pathstone Family Office, Llc > Profile

Instuitional Investor - Pathstone Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Pathstone Family Office, Llc
Portfolio Value $13,115,259,982
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 2,390,409 $1,022,166,147 7.79%
2.
Ishares Trust
 IEF 2,280,752 $979,346,406 7.46%
3.
Microsoft Corp
 MSFT 1,462,153 $583,100,912 4.44%
4.
Vanguard Index Fds
 1,323,617 $519,786,775 3.96%
5.
Spdr S & P Midcap 400 Etf Trust
 MDY 963,113 $439,795,715 3.35%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)