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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 34 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CGGR CAPITAL GROUP GROWTH ETF 13,568.0 $545K 0.00% -6K -30.2% $40.19 +13.6%
662 HALO HALOZYME THERAPEUTICS INC Healthcare 8,369.0 $541K 0.00% -354.0 -4.1% $64.63 +3.9%
663 TXG 10X GENOMICS INC Healthcare 25,296.0 $537K 0.00% -140.0 -0.6% $21.23 -0.1%
664 AEGON LTD 73,092.0 $531K 0.00% -14K -15.9% $7.26
665 SR SPIRE INC Utilities 5,817.0 $527K 0.00% -503.0 -8.0% $90.67 -5.8%
666 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 12,473.0 $525K 0.00% -220.0 -1.7% $42.09 +5.1%
667 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 7,002.0 $524K 0.00% -1K -13.3% $74.89 +14.7%
668 BSY BENTLEY SYS INC Technology 14,869.0 $522K 0.00% -203.0 -1.4% $35.12 -5.2%
669 GRAL GRAIL INC Healthcare 9,941.0 $514K 0.00% -84.0 -0.8% $51.68 +15.4%
670 NRIM NORTHRIM BANCORP INC Financial Services 22,359.0 $512K 0.00% -8K -25.4% $22.88 +2.4%
671 REZI RESIDEO TECHNOLOGIES INC Industrials 15,175.0 $512K 0.00% -1K -6.7% $33.71 -15.9%
672 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 9,020.0 $510K 0.00% -456.0 -4.8% $56.49 -12.1%
673 Z ZILLOW GROUP INC Communication Services 12,265.0 $508K 0.00% -5K -27.6% $41.38 -9.0%
674 AVTR AVANTOR INC Healthcare 64,688.0 $507K 0.00% -35K -34.9% $7.84 -3.1%
675 WFRD WEATHERFORD INTL PLC Energy 5,350.0 $506K 0.00% -227.0 -4.1% $94.58 +15.1%
676 ARRY ARRAY TECHNOLOGIES INC Energy 68,814.0 $498K 0.00% -2K -2.5% $7.23 +16.9%
677 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 1,997.0 $493K 0.00% -26.0 -1.3% $246.91 -3.4%
678 EIG EMPLOYERS HLDGS INC Financial Services 11,965.0 $492K 0.00% -1K -9.2% $41.14 +2.1%
679 GNW GENWORTH FINL INC Financial Services 60,018.0 $487K 0.00% -8K -11.7% $8.12 +11.7%
680 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 15,459.0 $487K 0.00% -288.0 -1.8% $31.52 +1.7%
Page 34 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%