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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 15 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ADSK AUTODESK INC Technology 40,755.0 $12.1M 0.05% NEW $296.00 -17.7%
282 MDT MEDTRONIC PLC Healthcare 124,805.0 $12.0M 0.05% NEW $96.14 -20.8%
283 SCZ ISHARES TR 153,204.0 $11.9M 0.05% NEW $77.53 +9.1%
284 MELI MERCADOLIBRE INC Consumer Cyclical 5,893.0 $11.9M 0.05% NEW $2014.47 -23.2%
285 EGP EASTGROUP PPTYS INC Real Estate 66,600.0 $11.9M 0.05% NEW $178.19 +12.7%
286 NKE NIKE INC Consumer Cyclical 184,925.0 $11.8M 0.05% NEW $63.82 -34.4%
287 SNOW SNOWFLAKE INC Technology 53,687.0 $11.8M 0.04% NEW $219.36 -28.2%
288 ITW ILLINOIS TOOL WKS INC Industrials 47,446.0 $11.7M 0.04% NEW $246.70 +0.4%
289 NOC NORTHROP GRUMMAN CORP Industrials 20,515.0 $11.7M 0.04% NEW $570.25 -5.2%
290 VTWO VANGUARD SCOTTSDALE FDS 116,984.0 $11.6M 0.04% NEW $99.52 +12.0%
291 SCHE SCHWAB STRATEGIC TR 355,418.0 $11.6M 0.04% NEW $32.75 +8.4%
292 SPYM SPDR SERIES TRUST 145,091.0 $11.6M 0.04% NEW $80.22 +8.4%
293 SNY SANOFI SA Healthcare 239,892.0 $11.6M 0.04% NEW $48.46 -11.9%
294 SO SOUTHERN CO Utilities 132,872.0 $11.6M 0.04% NEW $87.20 +6.1%
295 MMM 3M CO Industrials 72,314.0 $11.6M 0.04% NEW $160.10 -8.7%
296 REGN REGENERON PHARMACEUTICALS Healthcare 14,924.0 $11.5M 0.04% NEW $771.86 -9.5%
297 IAU ISHARES GOLD TR Financial Services 141,905.0 $11.5M 0.04% NEW $81.17 +5.7%
298 MO ALTRIA GROUP INC Consumer Defensive 199,229.0 $11.5M 0.04% NEW $57.73 +26.6%
299 NU NU HLDGS LTD Financial Services 683,352.0 $11.4M 0.04% NEW $16.74 -27.2%
300 EEM ISHARES TR 208,886.0 $11.4M 0.04% NEW $54.71 +18.8%
Page 15 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%