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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 40 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BHF BRIGHTHOUSE FINL INC Financial Services 4,135.0 $248K 0.00% -4K -46.5% $59.88 +4.4%
782 DNOW DNOW INC Energy 20,730.0 $247K 0.00% -141.0 -0.7% $11.91 +11.9%
783 ZG ZILLOW GROUP INC Communication Services 5,959.0 $247K 0.00% -4K -40.1% $41.39 -8.5%
784 PSNL PERSONALIS INC Healthcare 38,449.0 $245K 0.00% -566.0 -1.4% $6.37 +5.3%
785 BETA BETA TECHNOLOGIES INC Industrials 16,650.0 $245K 0.00% -373.0 -2.2% $14.70 +4.8%
786 INN SUMMIT HOTEL PPTYS Real Estate 54,965.0 $243K 0.00% -29K -34.8% $4.42 +22.2%
787 GRFS GRIFOLS S A Healthcare 30,066.0 $241K 0.00% -9K -23.9% $8.02 -2.9%
788 BGC BGC GROUP INC Financial Services 24,441.0 $239K 0.00% -4K -13.2% $9.78 +14.4%
789 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 7,779.0 $233K 0.00% -65.0 -0.8% $29.99 +16.6%
790 ESTC ELASTIC N V Technology 4,639.0 $232K 0.00% -59K -92.8% $49.99 -0.4%
791 ARHS ARHAUS INC Consumer Cyclical 33,813.0 $229K 0.00% -170.0 -0.5% $6.78 -15.2%
792 FIG FIGMA INC Technology 10,729.0 $227K 0.00% -77.0 -0.7% $21.14 -4.3%
793 IVLU ISHARES TR 5,629.0 $223K 0.00% -1K -19.5% $39.68 +5.7%
794 J P MORGAN EXCHANGE TRADED F 4,410.0 $223K 0.00% -3K -41.1% $50.61
795 AWR AMER STATES WTR CO Utilities 2,919.0 $221K 0.00% -65.0 -2.2% $75.62 +0.1%
796 MAT MATTEL INC Consumer Cyclical 15,075.0 $219K 0.00% -12K -43.9% $14.53 +4.0%
797 DFAW DIMENSIONAL ETF TRUST 2,949.0 $218K 0.00% -596.0 -16.8% $73.77 +9.6%
798 BV BRIGHTVIEW HLDGS INC Industrials 17,907.0 $211K 0.00% -1K -5.8% $11.79 +6.6%
799 VWOB VANGUARD WHITEHALL FDS 3,200.0 $210K 0.00% -56K -94.6% $65.69 +0.7%
800 FLNC FLUENCE ENERGY INC Utilities 15,150.0 $208K 0.00% -252.0 -1.6% $13.76 +52.2%
Page 40 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%