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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 4 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTWV VANGUARD SCOTTSDALE FDS 211,225.0 $35.3M 0.14% +5K +2.4% $167.22 +8.5%
62 CMCSA COMCAST CORP NEW Communication Services 1,224,892.0 $35.2M 0.14% +28K +2.4% $28.71 -13.8%
63 VXUS VANGUARD STAR FDS 443,022.0 $34.2M 0.14% +25K +6.0% $77.11 +7.8%
64 VBR VANGUARD INDEX FDS 157,156.0 $34.1M 0.14% +10K +6.6% $217.25 +4.6%
65 DFSI DIMENSIONAL ETF TRUST 795,001.0 $33.7M 0.13% +69K +9.6% $42.40 +4.9%
66 ASML ASML HLDG NV Technology 25,224.0 $33.3M 0.13% +731.0 +3.0% $1320.84 +13.7%
67 CB CHUBB LTD SWITZ Financial Services 102,156.0 $33.3M 0.13% +4K +3.8% $326.05 -0.6%
68 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 3,088,392.0 $33.0M 0.13% +346K +12.6% $10.69 +2.6%
69 AXP AMERICAN EXPRESS CO Financial Services 106,711.0 $32.3M 0.13% +4K +3.4% $302.48 +3.6%
70 LOW LOWES COS INC Consumer Cyclical 132,532.0 $31.3M 0.12% +1K +1.0% $236.28 -5.4%
71 AVDV AMERICAN CENTY ETF TR 312,794.0 $31.2M 0.12% +11K +3.8% $99.86 +8.0%
72 DFAU DIMENSIONAL ETF TRUST 680,196.0 $30.7M 0.12% +16K +2.4% $45.12 +12.4%
73 JBBB JANUS DETROIT STR TR 650,148.0 $30.3M 0.12% +113K +21.0% $46.61 +1.6%
74 UNP UNION PAC CORP Industrials 122,908.0 $29.8M 0.12% +1K +0.9% $242.62 +11.0%
75 IBM INTERNATIONAL BUSINESS MACHS Technology 118,559.0 $28.7M 0.11% +3K +2.5% $242.39 -9.9%
76 VEU VANGUARD INTL EQUITY INDEX F 371,264.0 $27.9M 0.11% +18K +5.1% $75.10 +7.9%
77 SHOP SHOPIFY INC Technology 233,548.0 $27.7M 0.11% +36K +18.0% $118.62 -17.9%
78 ISRG INTUITIVE SURGICAL INC Healthcare 58,881.0 $27.1M 0.11% +5K +9.3% $460.99 -7.1%
79 VZ VERIZON COMMUNICATIONS INC Communication Services 532,441.0 $26.7M 0.11% +20K +4.0% $50.20 -6.3%
80 NEE NEXTERA ENERGY INC Utilities 283,321.0 $26.3M 0.10% +3K +1.0% $92.88 +3.0%
Page 4 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%