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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 104 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 TIGO MILLICOM INTL CELLULAR S A Communication Services 3,060.0 $229K 0.00% NEW $74.94 +7.4%
2062 ARHS ARHAUS INC Consumer Cyclical 33,813.0 $229K 0.00% -170.0 -0.5% $6.78 -13.9%
2063 GEF GREIF INC Consumer Cyclical 3,391.0 $229K 0.00% NEW $67.48 -6.6%
2064 BEKE KE HLDGS INC Real Estate 15,245.0 $228K 0.00% +4K +39.1% $14.97 +18.4%
2065 BIZD VANECK ETF TRUST 17,794.0 $228K 0.00% $12.80 -1.9%
2066 FIG FIGMA INC Technology 10,729.0 $227K 0.00% -77.0 -0.7% $21.14 +10.5%
2067 DWM WISDOMTREE TR 3,225.0 $225K 0.00% $69.89 +4.9%
2068 PFFD GLOBAL X FDS 12,175.0 $224K 0.00% $18.40 +2.3%
2069 IVLU ISHARES TR 5,629.0 $223K 0.00% -1K -19.5% $39.68 +6.3%
2070 J P MORGAN EXCHANGE TRADED F 4,410.0 $223K 0.00% -3K -41.1% $50.61
2071 BANF BANCFIRST CORP Financial Services 2,055.0 $223K 0.00% +106.0 +5.4% $108.57 -0.5%
2072 ISHG ISHARES TR 2,976.0 $223K 0.00% $74.82 +0.8%
2073 KBWB INVESCO EXCH TRADED FD TR II 2,803.0 $222K 0.00% $79.12 +6.5%
2074 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 51,797.0 $221K 0.00% +2K +4.3% $4.27 -4.8%
2075 AWR AMER STATES WTR CO Utilities 2,919.0 $221K 0.00% -65.0 -2.2% $75.62 +0.6%
2076 CIFR CIPHER DIGITAL INC Financial Services 17,096.0 $220K 0.00% $12.87 +42.4%
2077 MLPX GLOBAL X FDS 2,965.0 $219K 0.00% NEW $73.94 +3.7%
2078 MAT MATTEL INC Consumer Cyclical 15,075.0 $219K 0.00% -12K -43.9% $14.53 +4.2%
2079 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 36,034.0 $218K 0.00% +15K +71.4% $6.05 -7.6%
2080 AUR AURORA INNOVATION INC Technology 52,899.0 $218K 0.00% +7K +15.0% $4.12 +79.9%
Page 104 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%