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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2224 New
Page 14 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CI THE CIGNA GROUP Healthcare 46,123.0 $12.7M 0.05% NEW $275.23 +4.2%
262 ICF ISHARES TR 212,695.0 $12.7M 0.05% NEW $59.67 +12.2%
263 IWP ISHARES TR 92,617.0 $12.7M 0.05% NEW $136.94 -0.7%
264 CCL CARNIVAL CORP Consumer Cyclical 413,876.0 $12.6M 0.05% NEW $30.54 -18.4%
265 LPLA LPL FINL HLDGS INC Financial Services 35,291.0 $12.6M 0.05% NEW $357.18 -16.1%
266 PLD PROLOGIS INC. Real Estate 98,196.0 $12.5M 0.05% NEW $127.66 +10.1%
267 IHDG WISDOMTREE TR 257,530.0 $12.5M 0.05% NEW $48.66 +2.6%
268 AFL AFLAC INC Financial Services 113,252.0 $12.5M 0.05% NEW $110.27 +7.6%
269 LMT LOCKHEED MARTIN CORP Industrials 25,768.0 $12.5M 0.05% NEW $483.67 +6.7%
270 PWR QUANTA SVCS INC Industrials 29,418.0 $12.4M 0.05% NEW $422.06 +82.4%
271 GHC GRAHAM HLDGS CO Consumer Defensive 11,270.0 $12.4M 0.05% NEW $1098.60 -0.5%
272 AVLV AMERICAN CENTY ETF TR 163,223.0 $12.4M 0.05% NEW $75.77 +15.8%
273 DUK DUKE ENERGY CORP NEW Utilities 105,289.0 $12.3M 0.05% NEW $117.21 +3.2%
274 GM GENERAL MTRS CO Consumer Cyclical 150,095.0 $12.2M 0.05% NEW $81.32 -7.9%
275 ING ING GROEP N.V. Financial Services 434,215.0 $12.2M 0.05% NEW $28.00 +5.1%
276 EDD MORGAN STANLEY EMERGING MKTS Financial Services 2,235,622.0 $12.1M 0.05% NEW $5.43 -1.3%
277 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 34,616.0 $12.1M 0.05% NEW $350.55 +12.0%
278 LITE LUMENTUM HLDGS INC Technology 32,877.0 $12.1M 0.05% NEW $368.59 +163.4%
279 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 1,030,141.0 $12.1M 0.05% NEW $11.74 -3.2%
280 SUSL ISHARES TR 99,715.0 $12.1M 0.05% NEW $121.27 +7.9%
Page 14 of 112  ·  2,224 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
Technology 29.3%
Financial Services 28.5%
Consumer Cyclical 8.5%
Communication Services 7.9%
Healthcare 6.9%
Industrials 6.5%
Consumer Defensive 4.9%
Energy 3.1%
Utilities 1.6%
Basic Materials 1.5%