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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 41 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 LPRO OPEN LENDING CORP Financial Services 164,399.0 $205K 0.00% -3K -2.0% $1.25 +41.6%
802 PLUG PLUG PWR INC Industrials 90,806.0 $205K 0.00% -5K -4.8% $2.26 +67.3%
803 VTOL BRISTOW GROUP INC Energy 4,373.0 $205K 0.00% -1K -23.1% $46.89 -10.1%
804 UNIT UNITI GROUP LLC Real Estate 21,700.0 $204K 0.00% -726.0 -3.2% $9.38 +17.8%
805 SHE SPDR SERIES TRUST 1,592.0 $203K 0.00% -150.0 -8.6% $127.81 +15.6%
806 CAL CALERES INC Consumer Cyclical 18,776.0 $198K 0.00% -2K -8.4% $10.54 +4.1%
807 VERX VERTEX INC Technology 16,521.0 $196K 0.00% -1K -6.5% $11.89 +8.1%
808 SSYS STRATASYS LTD Technology 24,514.0 $191K 0.00% -3K -12.2% $7.81 +9.6%
809 BYRN BYRNA TECHNOLOGIES INC Industrials 20,786.0 $191K 0.00% -4K -16.2% $9.18 -44.7%
810 SLP SIMULATIONS PLUS INC Healthcare 15,662.0 $185K 0.00% -817.0 -5.0% $11.82 +12.9%
811 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 11,348.0 $178K 0.00% -4K -26.8% $15.72 -11.2%
812 WB WEIBO CORP Communication Services 20,286.0 $178K 0.00% -6K -21.9% $8.75 -7.2%
813 UMH UMH PPTYS INC Real Estate 11,489.0 $166K 0.00% -2K -14.9% $14.43 +3.4%
814 STARZ ENTERTAINMENT CORP. 13,668.0 $157K 0.00% -4K -20.6% $11.50
815 NEO NEOGENOMICS INC Healthcare 21,126.0 $157K 0.00% -342.0 -1.6% $7.42 +12.8%
816 TME TENCENT MUSIC ENTMT GROUP Communication Services 16,824.0 $156K 0.00% -3K -13.7% $9.28 -8.7%
817 SOPH SOPHIA GENETICS SA Healthcare 31,465.0 $156K 0.00% -738.0 -2.3% $4.95 -6.5%
818 GGB GERDAU SA Basic Materials 40,446.0 $146K 0.00% -955.0 -2.3% $3.61 +27.4%
819 BBD BANCO BRADESCO S A Financial Services 37,688.0 $138K 0.00% -687.0 -1.8% $3.65 -3.9%
820 NWL NEWELL BRANDS INC Consumer Defensive 38,576.0 $132K 0.00% -12K -23.5% $3.43 +12.0%
Page 41 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%