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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 28 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 AIR LEASE CORP 15,873.0 $1.0M 0.00% -2K -9.5% $65.01
542 ASB ASSOCIATED BANC-CORP Financial Services 39,454.0 $1.0M 0.00% -10K -20.3% $25.86 +5.1%
543 FLO FLOWERS FOODS INC Consumer Defensive 123,004.0 $1.0M 0.00% -37K -22.9% $8.15 -10.1%
544 SBLK STAR BULK CARRIERS CORP. Industrials 43,478.0 $999K 0.00% -46K -51.3% $22.97 +14.8%
545 BROOKFIELD ASSET MANAGMT LTD 22,372.0 $994K 0.00% -3K -12.8% $44.45
546 CPNG COUPANG INC Consumer Cyclical 52,164.0 $985K 0.00% -114K -68.6% $18.88 -16.8%
547 KNF KNIFE RIVER CORP Basic Materials 12,031.0 $982K 0.00% -140.0 -1.1% $81.65 -8.7%
548 BUFC AB ACTIVE ETFS INC 23,940.0 $973K 0.00% -2K -7.1% $40.63 +3.8%
549 CPT CAMDEN PPTY TR Real Estate 9,869.0 $965K 0.00% -1K -10.4% $97.74 +7.0%
550 PNW PINNACLE WEST CAP CORP Utilities 9,558.0 $963K 0.00% -945.0 -9.0% $100.75 -1.0%
551 SAIC SCIENCE APPLICATIONS INTL CO Technology 10,075.0 $956K 0.00% -2K -19.5% $94.92 +1.1%
552 LIBERTY MEDIA CORP DEL 11,131.0 $946K 0.00% -920.0 -7.6% $85.02
553 EVI EVI INDS INC Industrials 45,883.0 $944K 0.00% -1K -2.5% $20.58 -15.6%
554 PCTY PAYLOCITY HLDG CORP Technology 8,717.0 $942K 0.00% -1K -12.4% $108.04 +4.6%
555 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 10,177.0 $940K 0.00% -465.0 -4.4% $92.38 +17.5%
556 SKT TANGER INC Real Estate 27,425.0 $932K 0.00% -400.0 -1.4% $33.98 +4.9%
557 OKTA OKTA INC Technology 11,796.0 $928K 0.00% -3K -20.0% $78.71 +10.6%
558 AFRM AFFIRM HLDGS INC Technology 20,052.0 $919K 0.00% -980.0 -4.7% $45.82 +42.5%
559 BWX SPDR SERIES TRUST 41,806.0 $918K 0.00% -3K -7.1% $21.95 -1.0%
560 VIRTUS DIVIDEND INTEREST & P 72,332.0 $912K 0.00% -415K -85.2% $12.61
Page 28 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%