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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 62 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CR CRANE COMPANY Industrials 7,609.0 $1.4M 0.01% NEW $184.43 -4.9%
1222 COOPER COS INC 17,115.0 $1.4M 0.01% NEW $81.96
1223 AVA AVISTA CORP Utilities 36,201.0 $1.4M 0.01% NEW $38.54 +6.2%
1224 LCII LCI INDS Consumer Cyclical 11,494.0 $1.4M 0.01% NEW $121.34 -10.0%
1225 GLOB GLOBANT S A Technology 21,329.0 $1.4M 0.01% NEW $65.37 -37.8%
1226 IGM ISHARES TR 10,782.0 $1.4M 0.01% NEW $129.16 +20.6%
1227 LFUS LITTELFUSE INC Technology 5,504.0 $1.4M 0.01% NEW $252.93 +75.5%
1228 WTRG ESSENTIAL UTILS INC Utilities 36,269.0 $1.4M 0.01% NEW $38.36 -4.7%
1229 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 20,909.0 $1.4M 0.01% NEW $66.39 +13.8%
1230 FLS FLOWSERVE CORP Industrials 19,994.0 $1.4M 0.01% NEW $69.41 -1.0%
1231 GATX GATX CORP Industrials 8,147.0 $1.4M 0.01% NEW $169.61 +2.0%
1232 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 12,593.0 $1.4M 0.01% NEW $109.61 -24.2%
1233 EPAM EPAM SYS INC Technology 6,777.0 $1.4M 0.01% NEW $203.67 -49.3%
1234 MNDY MONDAY COM LTD Technology 9,320.0 $1.4M 0.01% NEW $147.56 -48.3%
1235 MLI MUELLER INDS INC Industrials 11,972.0 $1.4M 0.01% NEW $114.80 +16.4%
1236 TALO TALOS ENERGY INC Energy 124,485.0 $1.4M 0.01% NEW $11.02 +47.0%
1237 CNM CORE & MAIN INC Industrials 26,374.0 $1.4M 0.01% NEW $51.97 -9.3%
1238 FNB F N B CORP Financial Services 80,151.0 $1.4M 0.01% NEW $17.10 +2.2%
1239 E ENI S P A Energy 36,061.0 $1.4M 0.01% NEW $37.94 +45.3%
1240 KRMN KARMAN HLDGS INC Industrials 18,688.0 $1.4M 0.01% NEW $73.17 -10.8%
Page 62 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%