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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 101 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 HTGC HERCULES CAPITAL INC Financial Services 18,995.0 $281K 0.00% $14.77 +5.1%
2002 ARKQ ARK ETF TR 2,485.0 $279K 0.00% $112.45 +17.0%
2003 DEA EASTERLY GOVT PPTYS INC Real Estate 13,039.0 $279K 0.00% -521.0 -3.8% $21.43 +7.4%
2004 FNCL FIDELITY COVINGTON TRUST 3,950.0 $277K 0.00% $70.20 +4.8%
2005 MEOH METHANEX CORP Basic Materials 4,657.0 $277K 0.00% NEW $59.54 +6.4%
2006 SBR SABINE RTY TR Energy 3,617.0 $273K 0.00% $75.34 +3.1%
2007 TIMB TIM S A Communication Services 10,230.0 $272K 0.00% NEW $26.59 -17.6%
2008 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 19,207.0 $270K 0.00% -16K -45.2% $14.08 +8.3%
2009 FIP FTAI INFRASTRUCTURE INC Industrials 53,806.0 $266K 0.00% $4.94 -6.3%
2010 IEI ISHARES TR 2,227.0 $264K 0.00% -6K -73.9% $118.62 -1.4%
2011 ARTY ISHARES TR 5,667.0 $264K 0.00% NEW $46.53 +38.6%
2012 AZTA AZENTA INC Healthcare 12,466.0 $263K 0.00% -398.0 -3.1% $21.13 -23.1%
2013 CRGY CRESCENT ENERGY COMPANY Energy 19,504.0 $263K 0.00% -4K -16.7% $13.50 -3.4%
2014 AIOT POWERFLEET INC Technology 85,435.0 $263K 0.00% +33K +63.6% $3.08 +5.2%
2015 COHU COHU INC Technology 8,523.0 $261K 0.00% NEW $30.62 +44.3%
2016 LPRE EXCHANGE LISTED FDS TR 10,000.0 $260K 0.00% $26.04 +9.3%
2017 NWBI NORTHWEST BANCSHARES INC Financial Services 20,418.0 $259K 0.00% -3K -14.3% $12.69 +5.6%
2018 GAP GAP INC Consumer Cyclical 10,666.0 $258K 0.00% -8K -43.6% $24.20 -13.0%
2019 ATKR ATKORE INC Industrials 4,379.0 $258K 0.00% -437.0 -9.1% $58.91 +26.5%
2020 APCB TRUST FOR PROFESSIONAL MANAG 8,717.0 $257K 0.00% $29.45 -1.0%
Page 101 of 112  ·  2,222 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%