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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 5 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MFM MFS MUN INCOME TR Financial Services 4,825,845.0 $26.0M 0.10% +180K +3.9% $5.39 +0.6%
82 ET ENERGY TRANSFER L P Energy 1,343,586.0 $25.9M 0.10% +414K +44.5% $19.30 +5.5%
83 KLAC KLA CORP Technology 17,436.0 $25.7M 0.10% +880.0 +5.3% $1472.42 +28.6%
84 DE DEERE & CO Industrials 43,904.0 $24.7M 0.10% +531.0 +1.2% $563.60 +2.0%
85 INTU INTUIT Technology 56,836.0 $24.6M 0.10% +3K +5.9% $432.38 -12.5%
86 IVE ISHARES TR 116,061.0 $24.5M 0.10% +2K +1.6% $211.15 +5.8%
87 HON HONEYWELL INTL INC Industrials 107,719.0 $24.3M 0.10% +648.0 +0.6% $226.03 -3.7%
88 DFSE DIMENSIONAL ETF TRUST 570,391.0 $24.2M 0.10% +55K +10.7% $42.37 +12.4%
89 EFG ISHARES TR 215,351.0 $24.0M 0.10% +66K +44.0% $111.37 +6.1%
90 T AT&T INC Communication Services 805,069.0 $23.3M 0.09% +45K +5.9% $28.99 -14.9%
91 BA BOEING CO Industrials 116,263.0 $23.1M 0.09% +26K +28.3% $199.03 +10.8%
92 TXN TEXAS INSTRS INC Technology 118,547.0 $23.0M 0.09% +6K +5.2% $194.14 +57.8%
93 D DOMINION ENERGY INC Utilities 360,230.0 $22.3M 0.09% +4K +1.0% $61.82 +1.9%
94 SAP SAP SE Technology 129,408.0 $22.2M 0.09% +32K +33.3% $171.21 -4.1%
95 DHF BNY MELLON HIGH YIELD STRATE Financial Services 8,846,596.0 $21.6M 0.09% +1.7M +23.7% $2.44 -1.6%
96 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 3,808,702.0 $21.2M 0.08% +1.1M +42.7% $5.57 +7.4%
97 ADI ANALOG DEVICES INC Technology 65,957.0 $21.0M 0.08% +2K +3.1% $318.14 +31.2%
98 NVS NOVARTIS AG Healthcare 136,897.0 $20.9M 0.08% +18K +15.2% $152.75 -2.0%
99 MCK MCKESSON CORP Healthcare 23,894.0 $20.7M 0.08% +335.0 +1.4% $865.52 -13.7%
100 NBH NEUBERGER MUN FD INC Financial Services 2,035,040.0 $20.7M 0.08% +295K +16.9% $10.15 +1.6%
Page 5 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%