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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 28 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PHM PULTE GROUP INC Consumer Cyclical 44,951.0 $5.3M 0.02% NEW $117.29 -4.7%
542 KNSL KINSALE CAP GROUP INC Financial Services 13,468.0 $5.3M 0.02% NEW $391.14 -17.0%
543 DLTR DOLLAR TREE INC Consumer Defensive 42,730.0 $5.3M 0.02% NEW $123.01 -25.8%
544 ARES ARES MANAGEMENT CORPORATION Financial Services 32,440.0 $5.2M 0.02% NEW $161.63 -25.1%
545 AXTA AXALTA COATING SYS LTD Basic Materials 162,129.0 $5.2M 0.02% NEW $32.31 -14.1%
546 ATI ATI INC Industrials 45,351.0 $5.2M 0.02% NEW $114.76 +31.1%
547 CCJ CAMECO CORP Energy 56,742.0 $5.2M 0.02% NEW $91.49 +13.1%
548 SPSM SPDR SERIES TRUST 110,522.0 $5.2M 0.02% NEW $46.86 +10.6%
549 KVYO KLAVIYO INC Technology 159,456.0 $5.2M 0.02% NEW $32.47 -55.0%
550 ILMN ILLUMINA INC Healthcare 39,443.0 $5.2M 0.02% NEW $131.16 +7.9%
551 VIOO VANGUARD ADMIRAL FDS INC 46,563.0 $5.2M 0.02% NEW $110.96 +10.9%
552 GPN GLOBAL PMTS INC Industrials 66,456.0 $5.1M 0.02% NEW $77.40 -12.7%
553 DOCU DOCUSIGN INC Technology 75,014.0 $5.1M 0.02% NEW $68.40 -28.3%
554 BR BROADRIDGE FINL SOLUTIONS IN Technology 22,879.0 $5.1M 0.02% NEW $223.27 -33.1%
555 ENTERGY CORP NEW 55,253.0 $5.1M 0.02% NEW $92.43
556 SRE SEMPRA Utilities 57,708.0 $5.1M 0.02% NEW $88.37 +2.1%
557 SRLN SSGA ACTIVE ETF TR 122,443.0 $5.1M 0.02% NEW $41.27 -1.9%
558 BKLN INVESCO EXCH TRADED FD TR II 240,299.0 $5.0M 0.02% NEW $21.00 -2.4%
559 SNN SMITH & NEPHEW PLC Healthcare 153,617.0 $5.0M 0.02% NEW $32.81 -7.7%
560 FTF FRANKLIN LTD DURATION INCOME Financial Services 819,044.0 $5.0M 0.02% NEW $6.15 -5.0%
Page 28 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%