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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.1B AUM 4,659 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 113 New 982 Added 838 Reduced 115 Exited
Page 22 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 EMQQ EXCHANGE TRADED CONCEPTS TRU 51,217.0 $1.7M 0.01% -3K -5.2% $33.08 -1.5%
422 CORPAY INC 5,807.0 $1.7M 0.01% -300.0 -4.9% $290.99
423 RYANAIR HOLDINGS PLC 29,051.0 $1.7M 0.01% -568.0 -1.9% $57.80
424 HSIC SCHEIN HENRY INC Healthcare 22,604.0 $1.7M 0.01% -1K -5.1% $73.70 -1.4%
425 VEEV VEEVA SYS INC Healthcare 9,439.0 $1.7M 0.01% -1K -9.8% $175.66 -6.7%
426 VOX VANGUARD WORLD FD 9,208.0 $1.7M 0.01% -683.0 -6.9% $179.84 +8.3%
427 MSA MSA SAFETY INC Industrials 10,044.0 $1.6M 0.01% -73.0 -0.7% $163.96 +3.4%
428 SHV ISHARES TR 14,882.0 $1.6M 0.01% -390.0 -2.5% $110.39 -0.1%
429 DCO DUCOMMUN INC DEL Industrials 13,423.0 $1.6M 0.01% -103.0 -0.8% $122.00 +19.1%
430 MHK MOHAWK INDS INC Consumer Cyclical 16,541.0 $1.6M 0.01% -3K -14.4% $98.46 -1.9%
431 J JACOBS SOLUTIONS INC Industrials 12,790.0 $1.6M 0.01% -3K -16.4% $127.28 -10.7%
432 FSS FEDERAL SIGNAL CORP Industrials 15,045.0 $1.6M 0.01% -515.0 -3.3% $108.14 +4.2%
433 CPA COPA HOLDINGS SA Industrials 14,294.0 $1.6M 0.01% -2K -13.5% $113.61 +18.0%
434 LECO LINCOLN ELEC HLDGS INC Industrials 6,488.0 $1.6M 0.01% -1K -16.7% $249.11 +4.7%
435 PPLT ABRDN PLATINUM ETF TRUST Financial Services 9,063.0 $1.6M 0.01% -2K -19.2% $178.23 -90.0%
436 HWC HANCOCK WHITNEY CORPORATION Financial Services 25,326.0 $1.6M 0.01% -3K -10.7% $63.59 +4.0%
437 MAS MASCO CORP Industrials 26,450.0 $1.6M 0.01% -2K -5.8% $60.37 +8.5%
438 FIBK FIRST INTST BANCSYSTEM INC Financial Services 47,059.0 $1.6M 0.01% -3K -6.1% $33.40 +2.9%
439 ALLY ALLY FINL INC Financial Services 40,040.0 $1.6M 0.01% -21K -34.0% $39.23 +4.1%
440 PENN PENN ENTERTAINMENT INC Consumer Cyclical 104,400.0 $1.6M 0.01% -15K -12.4% $15.03 +9.6%
Page 22 of 42  ·  838 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
Financial Services 29.1%
Technology 25.7%
Consumer Cyclical 8.4%
Communication Services 7.8%
Industrials 7.3%
Healthcare 7.3%
Consumer Defensive 5.5%
Energy 3.8%
Utilities 1.8%
Basic Materials 1.8%