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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 32 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BUR BURFORD CAPITAL LIMITED Financial Services 147,603.0 $667K 0.00% -2K -1.0% $4.52 -5.5%
622 WING WINGSTOP INC Consumer Cyclical 4,299.0 $666K 0.00% -142.0 -3.2% $154.97 -16.8%
623 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 9,565.0 $662K 0.00% -651.0 -6.4% $69.19 -9.6%
624 NSA NATIONAL STORAGE AFFILIATES Real Estate 17,511.0 $661K 0.00% -2K -9.2% $37.74 +10.0%
625 THOMSON REUTERS CORP 7,337.0 $660K 0.00% -7K -50.0% $89.98
626 WSC WILLSCOT HLDGS CORP Industrials 37,418.0 $650K 0.00% -5K -10.8% $17.36 +38.2%
627 GLOB GLOBANT S A Technology 13,939.0 $643K 0.00% -7K -34.6% $46.11 -13.6%
628 LOAR LOAR HOLDINGS INC Industrials 11,211.0 $642K 0.00% -3K -21.4% $57.29 +2.4%
629 CUBI CUSTOMERS BANCORP INC Financial Services 9,167.0 $636K 0.00% -2K -17.1% $69.41 +4.7%
630 MD PEDIATRIX MEDICAL GROUP INC Healthcare 29,544.0 $632K 0.00% -14K -32.6% $21.39 +5.8%
631 H HYATT HOTELS CORP Consumer Cyclical 4,388.0 $631K 0.00% -378.0 -7.9% $143.80 +17.8%
632 LW LAMB WESTON HLDGS INC Consumer Defensive 14,901.0 $630K 0.00% -3K -17.2% $42.26 +3.3%
633 AES AES CORP Utilities 44,561.0 $628K 0.00% -69K -60.7% $14.09 +3.4%
634 SYBT STOCK YDS BANCORP INC Financial Services 9,379.0 $622K 0.00% -2K -15.8% $66.29 +6.5%
635 ICL ICL GROUP LTD Basic Materials 118,692.0 $615K 0.00% -2K -1.7% $5.18 +24.0%
636 TECK TECK RESOURCES LTD Basic Materials 11,779.0 $610K 0.00% -950.0 -7.5% $51.75 +16.4%
637 CUSHMAN AND WAKEFIELD LTD 49,601.0 $608K 0.00% -11K -18.7% $12.26
638 QCRH QCR HLDGS INC Financial Services 7,115.0 $608K 0.00% -2K -19.1% $85.45 +3.9%
639 IRT INDEPENDENCE RLTY TR INC Real Estate 40,716.0 $607K 0.00% -40K -49.5% $14.90 +9.2%
640 G GENPACT LIMITED Technology 16,158.0 $602K 0.00% -2K -9.7% $37.25 -15.8%
Page 32 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%