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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 46 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 SPIB SPDR SERIES TRUST 11,596.0 $389K 0.00% +219.0 +1.9% $33.54 -0.7%
902 PBI PITNEY BOWES INC Industrials 34,746.0 $384K 0.00% +842.0 +2.5% $11.05 +45.2%
903 TLN TALEN ENERGY CORP Utilities 1,199.0 $383K 0.00% +47.0 +4.1% $319.23 +4.0%
904 GRAB GRAB HOLDINGS LIMITED Technology 103,147.0 $378K 0.00% +33K +47.6% $3.66 -2.5%
905 NEOG NEOGEN CORP Healthcare 40,623.0 $377K 0.00% +3K +9.1% $9.29 -9.7%
906 AAL AMERICAN AIRLINES GROUP INC Industrials 34,776.0 $373K 0.00% +8K +29.8% $10.74 +16.0%
907 SMG SCOTTS MIRACLE-GRO CO Basic Materials 6,101.0 $371K 0.00% +770.0 +14.4% $60.81 -7.7%
908 PRGS PROGRESS SOFTWARE CORP Technology 14,398.0 $369K 0.00% +6K +76.8% $25.65 +9.8%
909 APG API GROUP CORP Industrials 9,085.0 $368K 0.00% +342.0 +3.9% $40.52 +5.7%
910 LYFT LYFT INC Technology 27,590.0 $367K 0.00% +4K +19.0% $13.30 -1.2%
911 EPI WISDOMTREE TR 8,968.0 $366K 0.00% +301.0 +3.5% $40.80 +2.5%
912 WEN WENDYS CO Consumer Cyclical 51,460.0 $358K 0.00% +15K +43.0% $6.95 +15.0%
913 CX CEMEX SA EURO MTN BE 144A Basic Materials 31,124.0 $356K 0.00% +501.0 +1.6% $11.44 +11.5%
914 UE URBAN EDGE PPTYS Real Estate 17,701.0 $354K 0.00% +721.0 +4.2% $19.98 +7.3%
915 ROBO EXCHANGE TRADED CONCEPTS TRU 5,123.0 $351K 0.00% +2K +69.5% $68.43 +23.4%
916 WERN WERNER ENTERPRISES INC Industrials 11,755.0 $346K 0.00% +883.0 +8.1% $29.41 +25.6%
917 DIOD DIODES INC Technology 5,020.0 $343K 0.00% +169.0 +3.5% $68.26 +44.5%
918 SINCLAIR INC 26,436.0 $342K 0.00% +6K +30.6% $12.94
919 LBRDK LIBERTY BROADBAND CORP Communication Services 6,750.0 $340K 0.00% +3K +58.9% $50.30 -34.2%
920 NWE NORTHWESTERN ENERGY GROUP IN Utilities 5,097.0 $336K 0.00% +118.0 +2.4% $65.94 +8.2%
Page 46 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%