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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 47 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 EIPI FIRST TR EXCHNG TRADED FD VI 14,769.0 $332K 0.00% +245.0 +1.7% $22.49 +0.4%
922 SEI SOLARIS ENERGY INFRAS INC Energy 5,743.0 $325K 0.00% +121.0 +2.1% $56.51 +34.8%
923 BRBR BELLRING BRANDS INC Consumer Defensive 19,846.0 $319K 0.00% +9K +81.9% $16.09 -40.4%
924 LPL LG DISPLAY CO LTD Technology 82,201.0 $319K 0.00% +54K +191.4% $3.88 +20.2%
925 INDA ISHARES TR 6,591.0 $309K 0.00% +1K +25.6% $46.84 +2.2%
926 WRBY WARBY PARKER INC Healthcare 14,512.0 $306K 0.00% +472.0 +3.4% $21.07 +35.2%
927 BNDX VANGUARD CHARLOTTE FDS 6,289.0 $302K 0.00% +2K +45.5% $48.05 -0.8%
928 TLK TELEKOMUNIKASI IND Communication Services 16,176.0 $302K 0.00% +218.0 +1.4% $18.68 -8.0%
929 MKTX MARKETAXESS HLDGS INC Financial Services 1,826.0 $301K 0.00% +69.0 +3.9% $164.98 -15.5%
930 SHOO MADDEN STEVEN LTD Consumer Cyclical 8,736.0 $296K 0.00% +2K +23.1% $33.92 +14.4%
931 JAVA J P MORGAN EXCHANGE TRADED F 4,125.0 $296K 0.00% +678.0 +19.7% $71.74 +5.4%
932 NRGV ENERGY VAULT HOLDINGS INC Utilities 88,348.0 $292K 0.00% +7K +8.3% $3.30 +63.3%
933 DKNG DRAFTKINGS INC NEW Consumer Cyclical 13,430.0 $290K 0.00% +5K +68.2% $21.62 +15.9%
934 HTHT H WORLD GROUP LTD Consumer Cyclical 5,759.0 $290K 0.00% +1K +30.1% $50.29 -9.2%
935 GTLB GITLAB INC Technology 13,129.0 $284K 0.00% +5K +55.5% $21.64 +11.6%
936 LIBERTY MEDIA CORP DEL 3,627.0 $283K 0.00% +819.0 +29.2% $78.08
937 BCH BANCO DE CHILE Financial Services 7,623.0 $282K 0.00% +727.0 +10.5% $37.04 -2.0%
938 AIOT POWERFLEET INC Technology 85,435.0 $263K 0.00% +33K +63.6% $3.08 +5.0%
939 CAR AVIS BUDGET GROUP INC Industrials 1,741.0 $254K 0.00% +62.0 +3.7% $145.85 +1.5%
940 ETHA ISHARES ETHEREUM TR Financial Services 15,395.0 $244K 0.00% +2K +12.9% $15.83 +1.4%
Page 47 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%