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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 36 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 LXP INDUSTRIAL TRUST 9,354.0 $433K 0.00% -4K -27.7% $46.30
702 CAE CAE INC Industrials 16,527.0 $431K 0.00% -4K -21.0% $26.05 -1.1%
703 PFBC PREFERRED BK LOS ANGELES CA Financial Services 4,694.0 $426K 0.00% -2K -28.7% $90.69 +1.0%
704 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 10,843.0 $424K 0.00% -2K -13.2% $39.12 +19.8%
705 ISHARES TR 7,307.0 $424K 0.00% -574.0 -7.3% $57.96
706 LMAT LEMAITRE VASCULAR INC Healthcare 3,831.0 $418K 0.00% -86.0 -2.2% $109.18 -8.1%
707 TAFI AB ACTIVE ETFS INC 16,472.0 $415K 0.00% -2K -8.4% $25.18 -0.4%
708 PENG PENGUIN SOLUTIONS INC Technology 23,443.0 $413K 0.00% -2K -6.2% $17.60 +158.7%
709 CRVL CORVEL CORP Financial Services 7,537.0 $412K 0.00% -428.0 -5.4% $54.65 +8.1%
710 ENVA ENOVA INTL INC Financial Services 3,029.0 $411K 0.00% -657.0 -17.8% $135.83 +21.8%
711 ERII ENERGY RECOVERY INC Industrials 40,619.0 $409K 0.00% -572.0 -1.4% $10.07 -8.7%
712 WD WALKER & DUNLOP INC Financial Services 9,144.0 $406K 0.00% -816.0 -8.2% $44.38 +15.8%
713 RBRK RUBRIK INC. Technology 8,251.0 $404K 0.00% -117.0 -1.4% $48.97 +32.0%
714 HOPE HOPE BANCORP INC Financial Services 36,131.0 $404K 0.00% -2K -5.0% $11.17 +8.0%
715 VECO VEECO INSTRS INC DEL Technology 11,895.0 $403K 0.00% -5K -30.0% $33.86 +64.0%
716 TPH TRI POINTE HOMES INC Consumer Cyclical 8,537.0 $399K 0.00% -48.0 -0.6% $46.73 +0.5%
717 TSAT TELESAT CORP Technology 11,019.0 $399K 0.00% -46K -80.7% $36.20 +43.1%
718 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 3,578.0 $397K 0.00% -239.0 -6.3% $111.06 +10.1%
719 VSAT VIASAT INC Technology 8,653.0 $396K 0.00% -6K -39.9% $45.80 +56.0%
720 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 7,107.0 $396K 0.00% -986.0 -12.2% $55.68 +1.7%
Page 36 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%