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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.1B AUM 4,659 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New 982 Added 838 Reduced 115 Exited
Page 33 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SGOV ISHARES TR 13,060.0 $1.3M 0.01% +186.0 +1.4% $100.66 -0.1%
642 MASI MASIMO CORP Healthcare 7,386.0 $1.3M 0.01% +279.0 +3.9% $177.87 +0.5%
643 CLH CLEAN HARBORS INC Industrials 4,559.0 $1.3M 0.01% +119.0 +2.7% $286.73 +1.8%
644 BLDR BUILDERS FIRSTSOURCE INC Industrials 15,554.0 $1.3M 0.01% +1K +9.3% $82.33 -19.4%
645 FCN FTI CONSULTING INC Industrials 7,210.0 $1.3M 0.01% +497.0 +7.4% $176.77 -13.0%
646 IEX IDEX CORP Industrials 6,699.0 $1.3M 0.01% +221.0 +3.4% $189.55 +10.1%
647 HIW HIGHWOODS PPTYS INC Real Estate 59,263.0 $1.3M 0.01% +27K +83.7% $21.41 +20.1%
648 FCFS FIRSTCASH HOLDINGS INC Financial Services 6,707.0 $1.3M 0.01% +175.0 +2.7% $188.00 +19.7%
649 NOG NORTHERN OIL & GAS INC Energy 43,076.0 $1.3M 0.01% +3K +6.9% $29.24 -15.4%
650 COOPER COS INC 17,577.0 $1.3M 0.01% +462.0 +2.7% $71.50
651 PRIM PRIMORIS SVCS CORP Industrials 8,766.0 $1.3M 0.01% +990.0 +12.7% $143.04 -20.8%
652 SBI WESTERN ASSET INTER MUNI Financial Services 163,208.0 $1.3M 0.01% +76K +87.7% $7.68 +0.4%
653 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 110,581.0 $1.2M 0.01% +18K +19.8% $11.27 +13.9%
654 CWEN CLEARWAY ENERGY INC Utilities 31,681.0 $1.2M 0.01% +1K +3.5% $39.29 -7.6%
655 OZK BANK OZK LITTLE ROCK ARK Financial Services 27,093.0 $1.2M 0.01% +272.0 +1.0% $45.89 +3.1%
656 DVA DAVITA INC Healthcare 8,028.0 $1.2M 0.01% +646.0 +8.8% $153.70 +29.8%
657 PFS PROVIDENT FINL SVCS INC Financial Services 58,293.0 $1.2M 0.01% +2K +2.8% $21.16 +2.7%
658 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 18,646.0 $1.2M 0.01% +4K +23.6% $66.11 +4.0%
659 FR FIRST INDL RLTY TR INC Real Estate 21,179.0 $1.2M 0.01% +3K +17.4% $57.90 +6.3%
660 TY TRI CONTL CORP Financial Services 38,657.0 $1.2M 0.01% +26K +202.5% $31.59 +9.1%
Page 33 of 50  ·  982 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
Financial Services 29.1%
Technology 25.7%
Consumer Cyclical 8.4%
Communication Services 7.8%
Industrials 7.3%
Healthcare 7.3%
Consumer Defensive 5.5%
Energy 3.8%
Utilities 1.8%
Basic Materials 1.8%