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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 44 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 NEBIUS GROUP N.V. 4,931.0 $512K 0.00% +3K +104.2% $103.76
862 CNS COHEN & STEERS INC Financial Services 8,128.0 $508K 0.00% +3K +61.2% $62.55 +16.0%
863 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 26,458.0 $507K 0.00% +10K +60.9% $19.16 -4.2%
864 NCNO NCINO INC Technology 33,280.0 $499K 0.00% +7K +28.3% $14.98 +1.9%
865 AUB ATLANTIC UN BANKSHARES CORP Financial Services 13,930.0 $498K 0.00% +113.0 +0.8% $35.74 +3.3%
866 EWU ISHARES TR 10,856.0 $495K 0.00% +3K +33.9% $45.56 +2.2%
867 SCHL SCHOLASTIC CORP Communication Services 12,539.0 $490K 0.00% +177.0 +1.4% $39.06 +2.6%
868 KEP KOREA ELEC PWR CORP Utilities 34,099.0 $486K 0.00% +1K +3.1% $14.25 -8.5%
869 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 4,128.0 $483K 0.00% +1K +35.7% $117.06 -1.6%
870 OWL BLUE OWL CAPITAL INC Financial Services 52,661.0 $481K 0.00% +21K +68.4% $9.13 +4.8%
871 COHEN & STEERS LTD DURATION 23,911.0 $478K 0.00% +12K +102.8% $19.97
872 QS QUANTUMSCAPE CORP Consumer Cyclical 73,977.0 $472K 0.00% +5K +7.3% $6.38 +14.3%
873 VIRTUS CONVERTIBLE & INCOME 31,460.0 $468K 0.00% +9K +41.9% $14.88
874 UNFI UNITED NAT FOODS INC Consumer Defensive 10,351.0 $466K 0.00% +3K +44.5% $45.06 +13.8%
875 BZ KANZHUN LIMITED Industrials 33,836.0 $453K 0.00% +14K +69.4% $13.39 +5.8%
876 PPA INVESCO EXCHANGE TRADED FD T 2,733.0 $453K 0.00% +330.0 +13.7% $165.70 -0.0%
877 CARG CARGURUS INC Consumer Cyclical 13,215.0 $450K 0.00% +7K +130.3% $34.05 -14.4%
878 TDS TELEPHONE & DATA SYS INC Communication Services 10,631.0 $448K 0.00% +863.0 +8.8% $42.10 -1.9%
879 KD KYNDRYL HLDGS INC Technology 34,095.0 $447K 0.00% +16K +84.6% $13.12 -11.9%
880 SSL SASOL LTD Basic Materials 34,475.0 $447K 0.00% +2K +6.0% $12.96 +3.4%
Page 44 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%