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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 8 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 518,927.0 $8.3M 0.03% -307K -37.1% $16.02 -1.4%
142 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 28,603.0 $8.3M 0.03% -270.0 -0.9% $290.49 +1.0%
143 MELI MERCADOLIBRE INC Consumer Cyclical 4,669.0 $8.1M 0.03% -1K -20.8% $1729.26 -10.6%
144 XLV SELECT SECTOR SPDR TR 55,012.0 $8.1M 0.03% -835.0 -1.5% $146.61 -0.6%
145 AIG AMERICAN INTL GROUP INC Financial Services 106,858.0 $8.0M 0.03% -4K -3.5% $75.25 +4.1%
146 ROAD CONSTRUCTION PARTNERS INC Industrials 71,290.0 $7.9M 0.03% -640.0 -0.9% $111.12 +6.2%
147 MAA MID-AMER APT CMNTYS INC Real Estate 61,088.0 $7.9M 0.03% -1K -2.2% $129.17 -2.7%
148 PRU PRUDENTIAL FINL INC Financial Services 80,663.0 $7.9M 0.03% -7K -8.0% $97.69 +4.3%
149 ITOT ISHARES TR 54,601.0 $7.8M 0.03% -5K -8.6% $142.43 +13.0%
150 NSC NORFOLK SOUTHN CORP Industrials 27,073.0 $7.8M 0.03% -742.0 -2.7% $287.01 +10.1%
151 CL COLGATE PALMOLIVE CO Consumer Defensive 90,914.0 $7.7M 0.03% -3K -2.7% $85.23 +5.5%
152 ICICI BANK LIMITED 294,048.0 $7.6M 0.03% -35K -10.7% $25.90
153 USHY ISHARES TR 203,491.0 $7.5M 0.03% -166K -44.9% $36.84 -0.1%
154 CARR CARRIER GLOBAL CORPORATION Industrials 132,874.0 $7.5M 0.03% -4K -3.0% $56.31 +14.6%
155 STT STATE STR CORP Financial Services 59,081.0 $7.5M 0.03% -3K -4.3% $126.56 +20.8%
156 ELAN ELANCO ANIMAL HEALTH INC Healthcare 305,467.0 $7.3M 0.03% -16K -5.0% $23.93 -17.0%
157 JLL JONES LANG LASALLE INC Real Estate 23,918.0 $7.3M 0.03% -2K -7.0% $304.32 -5.3%
158 TER TERADYNE INC Technology 23,976.0 $7.1M 0.03% -437.0 -1.8% $296.46 +14.0%
159 VXF VANGUARD INDEX FDS 33,920.0 $7.0M 0.03% -626.0 -1.8% $205.80 +8.8%
160 XEL XCEL ENERGY INC Utilities 87,438.0 $7.0M 0.03% -4K -4.6% $79.49 -2.0%
Page 8 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%