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Home > Institutional Investor > Pathstone Holdings, Llc > Profile

Instuitional Investor - Pathstone Holdings, Llc

Fund Profile
Filing Period:
Fund Name: Pathstone Holdings, Llc
Portfolio Value $23,065,375,102
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 2,262,038 $1,265,226,926 5.49%
2.
Ishares Trust
 IEF 2,210,758 $1,239,747,372 5.37%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 1,692,368 $869,809,284 3.77%
4.
Microsoft Corp
 MSFT 2,240,086 $837,205,581 3.63%
5.
Apple Inc.
 AAPL 2,752,955 $611,017,961 2.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)