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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 39 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 NTLA INTELLIA THERAPEUTICS INC Healthcare 23,840.0 $306K 0.00% -2K -8.8% $12.82 +2.3%
762 ARM ARM HOLDINGS PLC Technology 2,000.0 $303K 0.00% -422.0 -17.4% $151.28 +38.9%
763 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 3,163.0 $302K 0.00% -388.0 -10.9% $95.60 +24.5%
764 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 894.0 $300K 0.00% -225.0 -20.1% $336.13 -11.6%
765 BEONE MEDICINES LTD 1,005.0 $298K 0.00% -113.0 -10.1% $296.97
766 NIU NIU TECHNOLOGIES Consumer Cyclical 102,093.0 $295K 0.00% -1K -1.0% $2.89 -11.6%
767 MRAM EVERSPIN TECHNOLOGIES INC Technology 33,286.0 $293K 0.00% -375.0 -1.1% $8.79 +289.0%
768 PONY AI INC 30,846.0 $291K 0.00% -492.0 -1.6% $9.44
769 IIIN INSTEEL INDS INC Industrials 8,651.0 $291K 0.00% -451.0 -5.0% $33.61 -23.0%
770 FCOM FIDELITY COVINGTON TRUST 4,160.0 $283K 0.00% -276.0 -6.2% $68.12 +9.1%
771 DEA EASTERLY GOVT PPTYS INC Real Estate 13,039.0 $279K 0.00% -521.0 -3.8% $21.43 +8.1%
772 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 19,207.0 $270K 0.00% -16K -45.2% $14.08 +7.4%
773 IEI ISHARES TR 2,227.0 $264K 0.00% -6K -73.9% $118.62 -1.3%
774 AZTA AZENTA INC Healthcare 12,466.0 $263K 0.00% -398.0 -3.1% $21.13 -22.5%
775 CRGY CRESCENT ENERGY COMPANY Energy 19,504.0 $263K 0.00% -4K -16.7% $13.50 -3.1%
776 NWBI NORTHWEST BANCSHARES INC Financial Services 20,418.0 $259K 0.00% -3K -14.3% $12.69 +6.8%
777 GAP GAP INC Consumer Cyclical 10,666.0 $258K 0.00% -8K -43.6% $24.20 -14.6%
778 ATKR ATKORE INC Industrials 4,379.0 $258K 0.00% -437.0 -9.1% $58.91 +25.9%
779 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 17,009.0 $254K 0.00% -9K -34.0% $14.95 +7.3%
780 CLDT CHATHAM LODGING TR Real Estate 31,608.0 $249K 0.00% -3K -9.3% $7.87 +26.9%
Page 39 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%