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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 49 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 OGN ORGANON & CO Healthcare 33,312.0 $200K 0.00% +9K +37.7% $5.99 +123.0%
962 LEG LEGGETT & PLATT INC Consumer Cyclical 19,869.0 $197K 0.00% +426.0 +2.2% $9.92 -4.4%
963 BLW BLACKROCK LTD DURATION INCOM Financial Services 15,245.0 $192K 0.00% +370.0 +2.5% $12.59 -1.6%
964 EOLS EVOLUS INC Healthcare 45,259.0 $186K 0.00% +4K +10.2% $4.11 +60.1%
965 TAL TAL ED GROUP Consumer Defensive 16,359.0 $186K 0.00% +795.0 +5.1% $11.37 -3.2%
966 EC ECOPETROL S A Energy 12,240.0 $183K 0.00% +551.0 +4.7% $14.99 -11.8%
967 HE HAWAIIAN ELEC INDS INC MTN B Utilities 11,384.0 $169K 0.00% +138.0 +1.2% $14.84 -8.8%
968 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 15,000.0 $167K 0.00% +100.0 +0.7% $11.11 +17.5%
969 COLD AMERICOLD REALTY TRUST INC Real Estate 14,329.0 $167K 0.00% +3K +30.7% $11.63 +25.5%
970 NIO NIO INC Consumer Cyclical 25,656.0 $155K 0.00% +4K +19.1% $6.03 +3.6%
971 PRCH PORCH GROUP INC Technology 18,507.0 $133K 0.00% +3K +15.7% $7.17 +45.5%
972 SMWB SIMILARWEB LTD Communication Services 50,390.0 $132K 0.00% +20K +63.4% $2.61 +17.6%
973 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 14,067.0 $127K 0.00% +2K +17.2% $9.01 +15.0%
974 AMPY AMPLIFY ENERGY CORP NEW Energy 18,583.0 $116K +126.0 +0.7% $6.24 -16.2%
975 SUZ SUZANO S A Basic Materials 11,079.0 $111K +791.0 +7.7% $10.01 -14.7%
976 WEAV WEAVE COMMUNICATIONS INC Technology 23,669.0 $109K +8K +49.1% $4.62 +11.5%
977 NAVI NAVIENT CORPORATION Financial Services 13,039.0 $107K +1K +12.3% $8.18 -0.6%
978 TGB TASEKO MINES LTD Basic Materials 10,548.0 $68K +90.0 +0.9% $6.45 +18.1%
979 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 18,691.0 $66K +2K +14.9% $3.51 +0.3%
980 SABR SABRE CORP Consumer Cyclical 31,902.0 $46K +4K +13.6% $1.45 +9.0%
Page 49 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%