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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 103 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 GRFS GRIFOLS S A Healthcare 30,066.0 $241K 0.00% -9K -23.9% $8.02 -4.5%
2042 CLM CORNERSTONE STRATEGIC INVEST Financial Services 33,089.0 $241K 0.00% $7.28 +1.9%
2043 VTV THERAPEUTICS INC 6,073.0 $241K 0.00% $39.66
2044 IGIB ISHARES TR 4,502.0 $240K 0.00% $53.22 -1.1%
2045 BGC BGC GROUP INC Financial Services 24,441.0 $239K 0.00% -4K -13.2% $9.78 +16.5%
2046 DON WISDOMTREE TR 4,501.0 $236K 0.00% $52.54 +3.6%
2047 VUSB VANGUARD BD INDEX FDS 4,742.0 $236K 0.00% $49.78 -0.2%
2048 THNQ EXCHANGE TRADED CONCEPTS TRU 4,000.0 $236K 0.00% NEW $59.01 +32.3%
2049 KW KENNEDY-WILSON HOLDINGS INC Real Estate 21,708.0 $235K 0.00% +2K +9.7% $10.83 +1.8%
2050 IDEV ISHARES TR 2,805.0 $234K 0.00% NEW $83.57 +6.0%
2051 LIBERTY GLOBAL LTD 19,961.0 $234K 0.00% +2K +12.5% $11.73
2052 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 10,915.0 $234K 0.00% NEW $21.45 +20.6%
2053 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 7,779.0 $233K 0.00% -65.0 -0.8% $29.99 +13.3%
2054 MDU MDU RES GROUP INC Industrials 11,161.0 $232K 0.00% +62.0 +0.6% $20.81 +6.4%
2055 ESTC ELASTIC N V Technology 4,639.0 $232K 0.00% -59K -92.8% $49.99 +1.2%
2056 ZTO ZTO EXPRESS CAYMAN INC Industrials 9,188.0 $231K 0.00% NEW $25.17 -5.7%
2057 OUTFRONT MEDIA INC 8,712.0 $231K 0.00% NEW $26.50
2058 OIS OIL STS INTL INC Energy 19,777.0 $230K 0.00% +323.0 +1.7% $11.64 -22.6%
2059 DMLP DORCHESTER MINERALS L P Energy 8,480.0 $230K 0.00% NEW $27.10 +2.1%
2060 SEDG SOLAREDGE TECHNOLOGIES INC Energy 4,492.0 $229K 0.00% NEW $51.05 +21.0%
Page 103 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%