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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 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CHRD CHORD ENERGY CORPORATION Energy 3,289.0 $468K 0.00% NEW $142.18 +4.4%
42 WAY WAYSTAR HLDG CORP Technology 18,316.0 $442K 0.00% NEW $24.11 -21.9%
43 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 30,649.0 $440K 0.00% NEW $14.35 -19.6%
44 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 16,584.0 $438K 0.00% NEW $26.43 +2.8%
45 BLACKROCK ETF TRUST 15,175.0 $435K 0.00% NEW $28.68
46 APPF APPFOLIO INC Technology 2,749.0 $434K 0.00% NEW $157.82 -3.9%
47 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 7,882.0 $432K 0.00% NEW $54.81 +5.9%
48 DOCS DOXIMITY INC Healthcare 17,500.0 $408K 0.00% NEW $23.30 -22.7%
49 AKR ACADIA RLTY TR Real Estate 20,778.0 $397K 0.00% NEW $19.12 +9.4%
50 CRC CALIFORNIA RES CORP Energy 5,664.0 $392K 0.00% NEW $69.22 -13.5%
51 RDN RADIAN GROUP INC Financial Services 11,309.0 $374K 0.00% NEW $33.08 +11.5%
52 IPAR INTERPARFUMS INC Consumer Defensive 4,095.0 $372K 0.00% NEW $90.84 -3.4%
53 BKAG BNY MELLON ETF TRUST 8,813.0 $372K 0.00% NEW $42.20 -1.5%
54 LIBERTY LIVE HOLDINGS INC 3,696.0 $348K 0.00% NEW $94.11
55 AMERICA MOVIL SAB DE CV 13,289.0 $339K 0.00% NEW $25.48
56 UTL UNITIL CORP Utilities 6,440.0 $336K 0.00% NEW $52.24 -2.3%
57 VAL VALARIS LTD Energy 3,343.0 $328K 0.00% NEW $98.04 +5.3%
58 EWT ISHARES INC 4,443.0 $315K 0.00% NEW $70.92 +28.7%
59 BKMI BNY MELLON ETF TRUST II 11,963.0 $312K 0.00% NEW $26.10 +0.0%
60 DRS LEONARDO DRS INC Industrials 6,991.0 $311K 0.00% NEW $44.52 -3.7%
Page 3 of 6  ·  113 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%