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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 29 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 QLYS QUALYS INC Technology 10,367.0 $911K 0.00% -494.0 -4.5% $87.85 +11.5%
562 FRT FEDERAL RLTY INVT TR NEW Real Estate 8,565.0 $910K 0.00% -1K -14.6% $106.21 +8.2%
563 RKT ROCKET COS INC Financial Services 63,685.0 $908K 0.00% -2K -3.1% $14.25 -8.5%
564 MBWM MERCANTILE BK CORP Financial Services 17,953.0 $907K 0.00% -736.0 -3.9% $50.50 +1.4%
565 EPR EPR PPTYS Real Estate 17,806.0 $890K 0.00% -9K -34.5% $49.96 +16.8%
566 MCR MFS CHARTER INCOME TR Financial Services 144,700.0 $877K 0.00% -209K -59.1% $6.06 -3.3%
567 SWK STANLEY BLACK & DECKER INC Industrials 12,296.0 $874K 0.00% -1K -9.7% $71.06 +6.2%
568 AIR AAR CORP Industrials 7,977.0 $873K 0.00% -365.0 -4.4% $109.46 -7.8%
569 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 19,183.0 $860K 0.00% -960.0 -4.8% $44.84 +7.1%
570 STC STEWART INFORMATION SVCS COR Financial Services 13,814.0 $851K 0.00% -2K -10.0% $61.58 +11.7%
571 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 23,228.0 $844K 0.00% -2K -7.3% $36.32 -4.5%
572 TCOM TRIP COM GROUP LTD Consumer Cyclical 16,939.0 $843K 0.00% -3K -15.2% $49.79 -0.9%
573 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 25,524.0 $834K 0.00% -533.0 -2.0% $32.66 +10.6%
574 BBJP J P MORGAN EXCHANGE TRADED F 11,985.0 $826K 0.00% -270.0 -2.2% $68.91 +6.7%
575 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 11,349.0 $824K 0.00% -489.0 -4.1% $72.64 +1.5%
576 DFAC DIMENSIONAL ETF TRUST 21,178.0 $823K 0.00% -266K -92.6% $38.86 +9.8%
577 CLS CELESTICA INC Technology 2,895.0 $815K 0.00% -106.0 -3.5% $281.68 +20.4%
578 MHO M/I HOMES INC Consumer Cyclical 6,641.0 $813K 0.00% -234.0 -3.4% $122.45 +1.2%
579 VITL VITAL FARMS INC Consumer Defensive 57,419.0 $811K 0.00% -363.0 -0.6% $14.12 -41.4%
580 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 18,939.0 $807K 0.00% -333.0 -1.7% $42.61 +33.1%
Page 29 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%