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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 36 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CVSB MORGAN STANLEY ETF TRUST 72,179.0 $3.7M 0.01% NEW $50.75 -0.1%
702 TSCO TRACTOR SUPPLY CO Consumer Cyclical 73,225.0 $3.7M 0.01% NEW $50.01 -37.7%
703 MIR MIRION TECHNOLOGIES INC Industrials 156,267.0 $3.7M 0.01% NEW $23.42 -21.6%
704 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 84,075.0 $3.6M 0.01% NEW $43.30 +68.7%
705 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 14,201.0 $3.6M 0.01% NEW $256.03 -7.0%
706 IJT ISHARES TR 25,726.0 $3.6M 0.01% NEW $141.16 +13.6%
707 MEDP MEDPACE HLDGS INC Healthcare 6,434.0 $3.6M 0.01% NEW $561.68 -25.2%
708 KEYS KEYSIGHT TECHNOLOGIES INC Technology 17,757.0 $3.6M 0.01% NEW $203.19 +69.4%
709 SAIA SAIA INC Industrials 11,017.0 $3.6M 0.01% NEW $326.24 +37.6%
710 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 46,996.0 $3.6M 0.01% NEW $76.23 -12.3%
711 RRX REGAL REXNORD CORPORATION Industrials 25,485.0 $3.6M 0.01% NEW $140.34 +32.9%
712 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 60,687.0 $3.6M 0.01% NEW $58.87 -6.3%
713 IX ORIX CORP Financial Services 122,134.0 $3.6M 0.01% NEW $29.22 +27.4%
714 VGIT VANGUARD SCOTTSDALE FDS 59,440.0 $3.6M 0.01% NEW $59.93 -2.0%
715 AMLP ALPS ETF TR 75,758.0 $3.6M 0.01% NEW $47.02 +15.7%
716 RRC RANGE RES CORP Energy 100,992.0 $3.6M 0.01% NEW $35.26 +22.3%
717 RMD RESMED INC Healthcare 14,776.0 $3.6M 0.01% NEW $240.87 -13.7%
718 USXF ISHARES TR 61,708.0 $3.6M 0.01% NEW $57.58 +14.7%
719 LNG CHENIERE ENERGY INC Energy 18,205.0 $3.5M 0.01% NEW $194.39 +26.9%
720 NYT NEW YORK TIMES CO Communication Services 50,965.0 $3.5M 0.01% NEW $69.42 +8.4%
Page 36 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%