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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 3 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MS MORGAN STANLEY Financial Services 176,081.0 $29.0M 0.12% -4K -2.3% $164.57 +18.2%
42 OEF ISHARES TR 90,586.0 $28.8M 0.12% -4K -4.2% $318.07 +16.1%
43 NDAQ NASDAQ INC Financial Services 332,035.0 $28.2M 0.11% -23K -6.5% $84.89 +7.1%
44 ABT ABBOTT LABORATORIES Healthcare 263,579.0 $27.1M 0.11% -3K -1.2% $102.67 -17.7%
45 SCHD SCHWAB STRATEGIC TR 877,235.0 $26.9M 0.11% -25K -2.8% $30.68 +3.4%
46 AVUV AMERICAN CENTY ETF TR 241,735.0 $26.7M 0.11% -4K -1.8% $110.47 +6.1%
47 VGT VANGUARD WORLD FD 36,069.0 $25.2M 0.10% -343.0 -0.9% $697.72 -83.8%
48 APH AMPHENOL CORP Technology 190,375.0 $24.1M 0.10% -1K -0.6% $126.41 -1.1%
49 GLW CORNING INC Technology 176,682.0 $24.0M 0.10% -4K -2.3% $135.97 +53.2%
50 PLTR PALANTIR TECHNOLOGIES INC Technology 163,861.0 $24.0M 0.10% -3K -1.8% $146.28 -8.6%
51 COP CONOCOPHILLIPS Energy 178,925.0 $23.6M 0.09% -5K -2.7% $132.00 -9.9%
52 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 3,743,950.0 $23.5M 0.09% -42K -1.1% $6.29 -0.2%
53 MUB ISHARES TR 213,106.0 $22.6M 0.09% -5K -2.4% $106.15 -0.0%
54 IYR ISHARES TR 233,799.0 $22.1M 0.09% -3K -1.2% $94.56 +5.5%
55 SPGI S&P GLOBAL INC Financial Services 51,207.0 $21.8M 0.09% -3K -5.7% $425.34 -5.0%
56 DFAT DIMENSIONAL ETF TRUST 336,665.0 $21.0M 0.08% -70K -17.3% $62.45 +4.6%
57 COF CAPITAL ONE FINL CORP Financial Services 112,192.0 $20.5M 0.08% -4K -3.6% $182.43 +1.8%
58 VOOV VANGUARD ADMIRAL FDS INC 98,361.0 $20.0M 0.08% -147K -59.9% $203.78 +5.9%
59 VRTX VERTEX PHARMACEUTICALS INC Healthcare 44,262.0 $19.8M 0.08% -1K -2.9% $446.55 +0.9%
60 DSM BNY MELLON STRATEGIC MUN BD Financial Services 3,198,230.0 $19.2M 0.08% -100K -3.0% $6.01 +0.7%
Page 3 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%