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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 6 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 C CITIGROUP INC Financial Services 175,795.0 $19.9M 0.08% +12K +7.2% $113.41 +8.8%
102 VONE VANGUARD SCOTTSDALE FDS 67,485.0 $19.9M 0.08% +909.0 +1.4% $295.12 +12.8%
103 NEM NEWMONT CORP Basic Materials 180,681.0 $19.6M 0.08% +6K +3.3% $108.25 +2.0%
104 PWR QUANTA SVCS INC Industrials 35,369.0 $19.4M 0.08% +6K +20.2% $549.01 +37.5%
105 SCHW SCHWAB CHARLES CORP Financial Services 203,775.0 $19.2M 0.08% +3K +1.4% $93.98 -2.7%
106 INTC INTEL CORP Technology 433,783.0 $19.1M 0.08% +35K +8.8% $44.13 +154.6%
107 CRM SALESFORCE INC Technology 100,063.0 $18.7M 0.07% +6K +6.0% $186.67 -6.9%
108 SPOT SPOTIFY TECHNOLOGY S A Communication Services 37,556.0 $18.2M 0.07% +8K +25.4% $484.91 -10.6%
109 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,258.0 $17.9M 0.07% +99.0 +2.4% $4210.47 -96.4%
110 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 45,640.0 $17.9M 0.07% +8K +20.6% $391.87 +100.3%
111 PFE PFIZER INC Healthcare 635,026.0 $17.8M 0.07% +66K +11.6% $28.07 -10.1%
112 CANADIAN PACIFIC KANSAS CITY 216,104.0 $17.0M 0.07% +1K +0.6% $78.66
113 BCS BARCLAYS PLC Financial Services 801,114.0 $17.0M 0.07% +33K +4.3% $21.16 +8.1%
114 GILD GILEAD SCIENCES INC Healthcare 117,973.0 $16.4M 0.07% +4K +3.2% $139.37 -6.5%
115 PNC PNC FINL SVCS GROUP INC Financial Services 78,923.0 $16.4M 0.07% +3K +4.6% $208.09 +2.7%
116 PANW PALO ALTO NETWORKS INC Technology 102,356.0 $16.4M 0.07% +21K +25.7% $160.32 +48.9%
117 CENCORA INC 52,210.0 $16.4M 0.07% +5K +10.2% $314.14
118 GWW WW GRAINGER INC Industrials 14,867.0 $16.2M 0.07% +395.0 +2.7% $1090.85 +16.3%
119 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 102,690.0 $16.2M 0.06% +4K +4.4% $157.28 -1.7%
120 LMT LOCKHEED MARTIN CORP Industrials 26,491.0 $16.0M 0.06% +723.0 +2.8% $604.40 -14.9%
Page 6 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%