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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 43 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 BRKR BRUKER CORP Healthcare 15,585.0 $564K 0.00% +5K +43.5% $36.16 +18.2%
842 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 74,508.0 $562K 0.00% +25K +50.3% $7.54 +2.0%
843 PARR PAR PAC HOLDINGS INC Energy 8,951.0 $561K 0.00% +87.0 +1.0% $62.64 -6.9%
844 TPG TPG INC Financial Services 13,823.0 $560K 0.00% +313.0 +2.3% $40.51 +3.2%
845 SXI STANDEX INTL CORP Industrials 2,168.0 $553K 0.00% +448.0 +26.1% $254.91 -2.4%
846 LRN STRIDE INC Consumer Defensive 6,262.0 $552K 0.00% +3K +99.5% $88.17 +0.1%
847 RVMD REVOLUTION MEDICINES INC Healthcare 5,672.0 $552K 0.00% +1K +25.2% $97.25 +49.8%
848 ISHARES TR 11,915.0 $551K 0.00% +4K +52.4% $46.23
849 CELH CELSIUS HLDGS INC Consumer Defensive 15,514.0 $550K 0.00% +335.0 +2.2% $35.48 -17.3%
850 PVH PVH CORPORATION Consumer Cyclical 7,868.0 $549K 0.00% +199.0 +2.6% $69.76 +13.9%
851 NJR NEW JERSEY RES CORP Utilities 9,870.0 $542K 0.00% +168.0 +1.7% $54.95 +4.3%
852 PKX POSCO HOLDINGS INC Basic Materials 9,247.0 $541K 0.00% +135.0 +1.5% $58.49 +35.7%
853 WEX WEX INC Technology 3,528.0 $540K 0.00% +506.0 +16.7% $153.04 -7.6%
854 JD JD.COM INC Consumer Cyclical 18,229.0 $539K 0.00% +2K +11.2% $29.57 +8.3%
855 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 13,680.0 $539K 0.00% +307.0 +2.3% $39.39 -8.0%
856 VSH VISHAY INTERTECHNOLOGY INC Technology 29,399.0 $529K 0.00% +526.0 +1.8% $18.00 +106.8%
857 DAVE INC 2,994.0 $521K 0.00% +40.0 +1.4% $174.11
858 BCE BCE INC Communication Services 20,559.0 $520K 0.00% +9K +82.1% $25.28 -5.8%
859 MAC MACERICH CO Real Estate 27,129.0 $513K 0.00% +3K +12.0% $18.90 +14.3%
860 WT WISDOMTREE INC Financial Services 35,150.0 $512K 0.00% +12K +53.1% $14.56 +33.3%
Page 43 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%