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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 43 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 UAL UNITED AIRLS HLDGS INC Industrials 25,730.0 $2.9M 0.01% NEW $111.82 -14.5%
842 ESGU ISHARES TR 19,250.0 $2.9M 0.01% NEW $148.98 +8.0%
843 MUSA MURPHY USA INC Consumer Cyclical 7,104.0 $2.9M 0.01% NEW $403.52 +36.1%
844 UMBF UMB FINL CORP Financial Services 24,876.0 $2.9M 0.01% NEW $115.10 +12.3%
845 NTAP NETAPP INC Technology 26,727.0 $2.9M 0.01% NEW $107.09 +12.0%
846 SWKS SKYWORKS SOLUTIONS INC Technology 45,084.0 $2.9M 0.01% NEW $63.41 +15.2%
847 NATL NCR ATLEOS CORPORATION Technology 74,845.0 $2.9M 0.01% NEW $38.11 +17.3%
848 LH LABCORP HOLDINGS INC Healthcare 11,369.0 $2.9M 0.01% NEW $250.89 +0.3%
849 LIONSGATE STUDIOS CORP 312,327.0 $2.9M 0.01% NEW $9.13
850 DINO HF SINCLAIR CORP Energy 61,752.0 $2.8M 0.01% NEW $46.08 +53.8%
851 PRI PRIMERICA INC Financial Services 10,998.0 $2.8M 0.01% NEW $258.36 +7.4%
852 SBSW SIBANYE STILLWATER LTD Basic Materials 199,054.0 $2.8M 0.01% NEW $14.25 -19.8%
853 NUVEEN REAL ESTATE INCOME FD 368,816.0 $2.8M 0.01% NEW $7.66
854 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 69,069.0 $2.8M 0.01% NEW $40.74 -11.2%
855 ORI OLD REP INTL CORP Financial Services 61,577.0 $2.8M 0.01% NEW $45.64 -14.5%
856 FORM FORMFACTOR INC Technology 50,288.0 $2.8M 0.01% NEW $55.78 +123.4%
857 VGK VANGUARD INTL EQUITY INDEX F 33,522.0 $2.8M 0.01% NEW $83.61 +4.6%
858 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 141,749.0 $2.8M 0.01% NEW $19.71 -29.6%
859 FIS FIDELITY NATL INFORMATION SV Technology 41,640.0 $2.8M 0.01% NEW $66.46 -37.2%
860 HOLOGIC INC 37,137.0 $2.8M 0.01% NEW $74.49
Page 43 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%