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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 26 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CNA CNA FINL CORP Financial Services 27,551.0 $1.3M 0.01% -850.0 -3.0% $45.92 -3.3%
502 JHG JANUS HENDERSON GROUP PLC Financial Services 24,421.0 $1.3M 0.01% -954.0 -3.8% $51.37 +0.8%
503 OC OWENS CORNING NEW Industrials 11,551.0 $1.3M 0.01% -299.0 -2.5% $108.26 +3.6%
504 DT DYNATRACE INC Technology 33,466.0 $1.2M 0.01% -37K -52.8% $36.98 +7.8%
505 POOL POOL CORP Industrials 6,061.0 $1.2M 0.01% -607.0 -9.1% $202.32 -10.3%
506 ABR ARBOR REALTY TRUST INC Real Estate 158,067.0 $1.2M 0.01% -48K -23.1% $7.71 -24.6%
507 NPO ENPRO INC Industrials 4,842.0 $1.2M 0.01% -241.0 -4.7% $250.65 +22.3%
508 QTWO Q2 HLDGS INC Technology 25,346.0 $1.2M 0.01% -756.0 -2.9% $47.30 -0.9%
509 FLC FLAHERTY & CRUMRINE TOTAL RE Financial Services 72,097.0 $1.2M 0.01% -73K -50.3% $16.60 +0.2%
510 TPC TUTOR PERINI CORP Industrials 15,486.0 $1.2M 0.01% -313.0 -2.0% $77.19 -2.3%
511 BXP BXP INC Real Estate 22,847.0 $1.2M 0.01% -5K -18.8% $52.20 +12.4%
512 HST HOST HOTELS & RESORTS INC Real Estate 61,982.0 $1.2M 0.01% -411.0 -0.7% $19.18 +14.0%
513 GFF GRIFFON CORP Industrials 16,318.0 $1.2M 0.01% -792.0 -4.6% $72.68 +14.0%
514 BEPC BROOKFIELD RENEWABLE CORP Utilities 29,146.0 $1.2M 0.01% -715.0 -2.4% $40.07 -9.8%
515 FNV FRANCO NEV CORP Basic Materials 4,681.0 $1.2M 0.01% -46.0 -1.0% $247.09 -8.8%
516 SBAC SBA COMMUNICATIONS CORP Real Estate 6,646.0 $1.1M 0.01% -311.0 -4.5% $172.13 +18.1%
517 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 12,409.0 $1.1M 0.01% -184.0 -1.5% $92.04 -11.6%
518 HRL HORMEL FOODS CORP Consumer Defensive 50,390.0 $1.1M 0.01% -7K -11.7% $22.65 -10.0%
519 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 8,550.0 $1.1M 0.01% -796.0 -8.5% $133.46 +13.0%
520 VOE VANGUARD INDEX FDS 6,179.0 $1.1M 0.01% -5K -43.2% $184.29 +3.7%
Page 26 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%