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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RCI ROGERS COMMUNICATIONS INC Communication Services 7,998.0 $308K 0.00% NEW $38.53 -7.3%
62 CGDV CAPITAL GROUP DIVIDEND VALUE 7,109.0 $302K 0.00% NEW $42.54 +12.4%
63 INNOVATOR ETFS TRUST 10,890.0 $300K 0.00% NEW $27.59
64 PMAR INNOVATOR ETFS TRUST 6,720.0 $300K 0.00% NEW $44.62 +6.1%
65 LKFN LAKELAND FINL CORP Financial Services 5,198.0 $298K 0.00% NEW $57.38 +1.4%
66 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 8,470.0 $286K 0.00% NEW $33.74 -10.3%
67 ACADIAN ASSET MANAGEMENT INC 5,230.0 $285K 0.00% NEW $54.42
68 MEOH METHANEX CORP Basic Materials 4,657.0 $277K 0.00% NEW $59.54 +5.1%
69 TIMB TIM S A Communication Services 10,230.0 $272K 0.00% NEW $26.59 -14.6%
70 ARTY ISHARES TR 5,667.0 $264K 0.00% NEW $46.53 +41.4%
71 COHU COHU INC Technology 8,523.0 $261K 0.00% NEW $30.62 +59.9%
72 GLDM WORLD GOLD TR Financial Services 2,743.0 $254K 0.00% NEW $92.69 -2.9%
73 PPTA PERPETUA RESOURCES CORP Basic Materials 8,835.0 $248K 0.00% NEW $28.12 +10.6%
74 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 9,095.0 $245K 0.00% NEW $26.94 +25.3%
75 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,218.0 $243K 0.00% NEW $199.72 +9.6%
76 THNQ EXCHANGE TRADED CONCEPTS TRU 4,000.0 $236K 0.00% NEW $59.01 +33.5%
77 IDEV ISHARES TR 2,805.0 $234K 0.00% NEW $83.57 +5.1%
78 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 10,915.0 $234K 0.00% NEW $21.45 +22.1%
79 ZTO ZTO EXPRESS CAYMAN INC Industrials 9,188.0 $231K 0.00% NEW $25.17 -5.2%
80 OUTFRONT MEDIA INC 8,712.0 $231K 0.00% NEW $26.50
Page 4 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%