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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 37 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PSN PARSONS CORP DEL Industrials 7,276.0 $394K 0.00% -7K -50.4% $54.17 -7.0%
722 STRA STRATEGIC ED INC Consumer Defensive 4,749.0 $394K 0.00% -1K -19.5% $82.96 -5.0%
723 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 4,276.0 $392K 0.00% -304.0 -6.6% $91.65 +6.0%
724 TREX TREX INC Industrials 10,742.0 $391K 0.00% -3K -24.0% $36.42 +2.8%
725 HOMB HOME BANCSHARES INC Financial Services 14,490.0 $390K 0.00% -3K -15.4% $26.93 -4.6%
726 IREN IREN LIMITED Financial Services 11,294.0 $387K 0.00% -2K -16.5% $34.28 +54.4%
727 LAZ LAZARD INC Financial Services 8,942.0 $380K 0.00% -678.0 -7.0% $42.48 +6.5%
728 IOO ISHARES TR 3,134.0 $379K 0.00% -5K -62.7% $120.97 +16.5%
729 TRN TRINITY INDS INC Industrials 11,740.0 $378K 0.00% -70.0 -0.6% $32.18 +6.5%
730 RITM RITHM CAPITAL CORP Real Estate 38,694.0 $367K 0.00% -4K -8.8% $9.48 -3.7%
731 CWT CALIFORNIA WTR SVC GROUP Utilities 8,002.0 $363K 0.00% -2K -15.8% $45.34 -6.3%
732 PHIN PHINIA INC Consumer Cyclical 5,282.0 $361K 0.00% -97.0 -1.8% $68.43 +11.1%
733 BBAX J P MORGAN EXCHANGE TRADED F 6,048.0 $360K 0.00% -236.0 -3.8% $59.46 +3.5%
734 VENTURE GLOBAL INC 22,577.0 $356K 0.00% -12K -35.3% $15.76
735 SSSS SURO CAPITAL CORP Financial Services 32,298.0 $346K 0.00% -366.0 -1.1% $10.71 +23.3%
736 JAMES HARDIE INDS PLC 18,247.0 $346K 0.00% -12K -40.5% $18.94
737 LPX LOUISIANA PAC CORP Basic Materials 4,713.0 $343K 0.00% -3K -37.1% $72.75 -4.0%
738 TSLA CALL TESLA INC Consumer Cyclical 3,200.0 $343K 0.00% -500.0 -13.5% $107.03 +294.5%
739 MPT MEDICAL PROPERTIES TRUST INC Financial Services 73,506.0 $342K 0.00% -33K -31.1% $4.65 +8.6%
740 BLLN BILLIONTOONE INC Healthcare 4,280.0 $338K 0.00% -49.0 -1.1% $78.94 +4.7%
Page 37 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%