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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 102 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 17,009.0 $254K 0.00% -9K -34.0% $14.95 +5.9%
2022 GLDM WORLD GOLD TR Financial Services 2,743.0 $254K 0.00% NEW $92.69 -2.9%
2023 RNRG GLOBAL X FDS 6,885.0 $254K 0.00% $36.91 +1.9%
2024 CAR AVIS BUDGET GROUP INC Industrials 1,741.0 $254K 0.00% +62.0 +3.7% $145.85 -1.6%
2025 PIO INVESCO EXCH TRADED FD TR II 5,780.0 $251K 0.00% $43.42 +0.6%
2026 CLDT CHATHAM LODGING TR Real Estate 31,608.0 $249K 0.00% -3K -9.3% $7.87 +27.0%
2027 PPTA PERPETUA RESOURCES CORP Basic Materials 8,835.0 $248K 0.00% NEW $28.12 -5.2%
2028 BHF BRIGHTHOUSE FINL INC Financial Services 4,135.0 $248K 0.00% -4K -46.5% $59.88 +4.9%
2029 DNOW DNOW INC Energy 20,730.0 $247K 0.00% -141.0 -0.7% $11.91 +9.4%
2030 ZG ZILLOW GROUP INC Communication Services 5,959.0 $247K 0.00% -4K -40.1% $41.39 -6.3%
2031 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 9,095.0 $245K 0.00% NEW $26.94 +23.6%
2032 VGZ VISTA GOLD CORP Basic Materials 125,000.0 $245K 0.00% $1.96 +10.5%
2033 PSNL PERSONALIS INC Healthcare 38,449.0 $245K 0.00% -566.0 -1.4% $6.37 +4.7%
2034 BETA BETA TECHNOLOGIES INC Industrials 16,650.0 $245K 0.00% -373.0 -2.2% $14.70 -0.4%
2035 ETHA ISHARES ETHEREUM TR Financial Services 15,395.0 $244K 0.00% +2K +12.9% $15.83 +0.1%
2036 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,218.0 $243K 0.00% NEW $199.72 +5.9%
2037 DORM DORMAN PRODS INC Consumer Cyclical 2,329.0 $243K 0.00% +258.0 +12.5% $104.36 +11.0%
2038 INN SUMMIT HOTEL PPTYS Real Estate 54,965.0 $243K 0.00% -29K -34.8% $4.42 +23.0%
2039 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 8,997.0 $242K 0.00% +1K +15.5% $26.88 +11.4%
2040 KRBN KRANESHARES TRUST 8,135.0 $242K 0.00% $29.69 +7.6%
Page 102 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%