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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 65 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 SAIC SCIENCE APPLICATIONS INTL CO Technology 12,512.0 $1.3M 0.01% NEW $100.66 -4.1%
1282 BBEU J P MORGAN EXCHANGE TRADED F 17,152.0 $1.3M 0.01% NEW $73.30 +6.2%
1283 AVNT AVIENT CORPORATION Basic Materials 40,209.0 $1.3M 0.01% NEW $31.24 +9.2%
1284 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 25,849.0 $1.3M 0.01% NEW $48.58 +73.9%
1285 AGO ASSURED GUARANTY LTD Financial Services 13,886.0 $1.2M 0.01% NEW $89.87 -12.5%
1286 CM CANADIAN IMPERIAL BANK OF CO Financial Services 13,736.0 $1.2M 0.01% NEW $90.75 +26.6%
1287 CVE CENOVUS ENERGY INC Energy 73,290.0 $1.2M 0.01% NEW $16.92 +79.1%
1288 GTES GATES INDL CORP PLC Industrials 57,618.0 $1.2M 0.01% NEW $21.47 +12.1%
1289 ACHR ARCHER AVIATION INC Industrials 164,214.0 $1.2M 0.01% NEW $7.52 -18.6%
1290 OZK BANK OZK LITTLE ROCK ARK Financial Services 26,821.0 $1.2M 0.01% NEW $46.02 +4.7%
1291 CNI CANADIAN NATL RY CO Industrials 12,482.0 $1.2M 0.01% NEW $98.85 +15.5%
1292 KBH KB HOME Consumer Cyclical 21,798.0 $1.2M 0.01% NEW $56.41 -14.9%
1293 CDE COEUR MNG INC Basic Materials 68,654.0 $1.2M 0.01% NEW $17.83 -0.0%
1294 PDD PDD HOLDINGS INC Consumer Cyclical 10,774.0 $1.2M 0.01% NEW $113.39 -13.8%
1295 SYM SYMBOTIC INC Industrials 20,522.0 $1.2M 0.01% NEW $59.50 -16.0%
1296 AAON AAON INC Industrials 16,004.0 $1.2M 0.01% NEW $76.25 +73.6%
1297 WIT WIPRO LTD Technology 429,181.0 $1.2M 0.01% NEW $2.84 -30.6%
1298 PLXS PLEXUS CORP Technology 8,284.0 $1.2M 0.01% NEW $147.00 +75.8%
1299 GNTX GENTEX CORP Consumer Cyclical 52,281.0 $1.2M 0.01% NEW $23.27 +0.6%
1300 CPT CAMDEN PPTY TR Real Estate 11,012.0 $1.2M 0.01% NEW $110.30 -3.7%
Page 65 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%