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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 48 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 RGLD ROYAL GOLD INC Basic Materials 10,495.0 $2.3M 0.01% NEW $222.28 +0.4%
942 APA APA CORPORATION Energy 95,364.0 $2.3M 0.01% NEW $24.46 +56.7%
943 TD TORONTO DOMINION BK ONT Financial Services 24,741.0 $2.3M 0.01% NEW $94.20 +16.3%
944 SPYD SPDR SERIES TRUST 53,711.0 $2.3M 0.01% NEW $43.25 +9.2%
945 ITRI ITRON INC Technology 24,893.0 $2.3M 0.01% NEW $92.86 -11.9%
946 FSV FIRSTSERVICE CORP NEW Real Estate 14,724.0 $2.3M 0.01% NEW $155.53 -14.4%
947 ABM ABM INDS INC Industrials 54,048.0 $2.3M 0.01% NEW $42.30 -5.2%
948 CW CURTISS WRIGHT CORP Industrials 4,136.0 $2.3M 0.01% NEW $551.26 +31.9%
949 ARGX ARGENX SE Healthcare 2,705.0 $2.3M 0.01% NEW $840.94 -2.9%
950 EAT BRINKER INTL INC Consumer Cyclical 15,833.0 $2.3M 0.01% NEW $143.52 -4.8%
951 PSTG PURE STORAGE INC Technology 33,845.0 $2.3M 0.01% NEW $67.01 +25.1%
952 PNQI INVESCO EXCHANGE TRADED FD T 41,990.0 $2.3M 0.01% NEW $53.95 -10.8%
953 CWAN CLEARWATER ANALYTICS HLDGS I Technology 93,404.0 $2.3M 0.01% NEW $24.12 +1.0%
954 ACM AECOM Industrials 23,552.0 $2.2M 0.01% NEW $95.33 -26.4%
955 PODD INSULET CORP Healthcare 7,873.0 $2.2M 0.01% NEW $284.23 -44.9%
956 HEI HEICO CORP NEW Industrials 6,910.0 $2.2M 0.01% NEW $323.58 -6.9%
957 VMI VALMONT INDS INC Industrials 5,552.0 $2.2M 0.01% NEW $402.62 +25.0%
958 MRCY MERCURY SYS INC Industrials 30,606.0 $2.2M 0.01% NEW $73.01 +32.0%
959 ALLE ALLEGION PLC Industrials 14,024.0 $2.2M 0.01% NEW $159.22 -17.9%
960 EIX EDISON INTL Utilities 37,177.0 $2.2M 0.01% NEW $60.02 +17.2%
Page 48 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%