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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 40 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 MGY MAGNOLIA OIL & GAS CORP Energy 146,147.0 $3.2M 0.01% NEW $21.89 +37.8%
782 IJK ISHARES TR 33,008.0 $3.2M 0.01% NEW $96.88 +14.2%
783 ICSH ISHARES TR 62,970.0 $3.2M 0.01% NEW $50.58 -0.1%
784 CINF CINCINNATI FINL CORP Financial Services 19,465.0 $3.2M 0.01% NEW $163.43 +2.7%
785 DFEV DIMENSIONAL ETF TRUST 94,154.0 $3.2M 0.01% NEW $33.74 +21.0%
786 TFSL TFS FINL CORP Financial Services 237,252.0 $3.2M 0.01% NEW $13.38 +15.4%
787 QQQM INVESCO EXCH TRADED FD TR II 12,533.0 $3.2M 0.01% NEW $252.93 +16.1%
788 STRL STERLING INFRASTRUCTURE INC Industrials 10,341.0 $3.2M 0.01% NEW $306.21 +137.8%
789 TWLO TWILIO INC Communication Services 22,243.0 $3.2M 0.01% NEW $142.24 +37.8%
790 MKSI MKS INC. Technology 19,652.0 $3.1M 0.01% NEW $159.80 +84.0%
791 ES EVERSOURCE ENERGY Utilities 46,586.0 $3.1M 0.01% NEW $67.33 +2.2%
792 STEP STEPSTONE GROUP INC Financial Services 48,777.0 $3.1M 0.01% NEW $64.17 -18.2%
793 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 54,428.0 $3.1M 0.01% NEW $57.49 +34.9%
794 TCBI TEXAS CAP BANCSHARES INC Financial Services 34,509.0 $3.1M 0.01% NEW $90.54 +6.9%
795 CNP CENTERPOINT ENERGY INC Utilities 81,472.0 $3.1M 0.01% NEW $38.34 +10.9%
796 CMS CMS ENERGY CORP Utilities 44,597.0 $3.1M 0.01% NEW $69.93 +3.1%
797 OXY OCCIDENTAL PETE CORP Energy 75,776.0 $3.1M 0.01% NEW $41.14 +47.5%
798 VSGX VANGUARD WORLD FD 43,527.0 $3.1M 0.01% NEW $71.62 +11.3%
799 GNT GAMCO NAT RES GOLD & INCOME Financial Services 417,597.0 $3.1M 0.01% NEW $7.45 +9.1%
800 STAG STAG INDL INC Real Estate 83,965.0 $3.1M 0.01% NEW $36.79 +2.5%
Page 40 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%