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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 9 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SANDISK CORP 18,314.0 $11.6M 0.05% +3K +15.9% $635.34
162 OKE ONEOK INC NEW Energy 126,900.0 $11.5M 0.05% +5K +3.9% $90.39 +2.1%
163 GD GENERAL DYNAMICS CORP Industrials 33,397.0 $11.5M 0.05% +2K +6.9% $343.22 -2.5%
164 MCO MOODYS CORP Financial Services 25,965.0 $11.3M 0.04% +199.0 +0.8% $436.26 -1.7%
165 BSX BOSTON SCIENTIFIC CORP Healthcare 180,342.0 $11.3M 0.04% +4K +2.3% $62.75 -10.9%
166 GM GENERAL MTRS CO Consumer Cyclical 151,091.0 $11.3M 0.04% +996.0 +0.7% $74.50 +0.5%
167 FDX FEDEX CORP Industrials 31,508.0 $11.2M 0.04% +471.0 +1.5% $356.27 +5.5%
168 SPYM SPDR SERIES TRUST 146,026.0 $11.2M 0.04% +935.0 +0.6% $76.54 +13.6%
169 RSP INVESCO EXCHANGE TRADED FD T 57,838.0 $11.1M 0.04% +2K +3.1% $191.92 +5.7%
170 ALL ALLSTATE CORP Financial Services 53,372.0 $11.1M 0.04% +368.0 +0.7% $207.54 +4.7%
171 PHG KONINKLIJKE PHILIPS N V Healthcare 402,977.0 $11.0M 0.04% +24K +6.3% $27.40 -7.9%
172 VT VANGUARD INTL EQUITY INDEX F 79,243.0 $11.0M 0.04% +2K +2.5% $138.32 +11.1%
173 IDXX IDEXX LABS INC Healthcare 19,494.0 $11.0M 0.04% +691.0 +3.7% $561.90 -5.9%
174 MSI MOTOROLA SOLUTIONS INC Technology 25,126.0 $10.9M 0.04% +3K +11.3% $434.15 -9.4%
175 DVY ISHARES TR 71,361.0 $10.8M 0.04% +3K +5.1% $151.41 +0.7%
176 TPL TEXAS PACIFIC LAND CORPORATI Energy 22,704.0 $10.8M 0.04% +719.0 +3.3% $474.56 -18.8%
177 TGT TARGET CORP Consumer Defensive 88,679.0 $10.7M 0.04% +24K +37.5% $121.20 +0.3%
178 CHW CALAMOS GBL DYN INCOME FUND Financial Services 1,478,721.0 $10.7M 0.04% +89K +6.4% $7.26 +16.7%
179 SAN BANCO SANTANDER SA Financial Services 952,980.0 $10.7M 0.04% +20K +2.1% $11.23 +4.6%
180 WELL WELLTOWER INC Real Estate 53,805.0 $10.6M 0.04% +6K +11.7% $197.71 +8.1%
Page 9 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%