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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 106 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 LPRO OPEN LENDING CORP Financial Services 164,399.0 $205K 0.00% -3K -2.0% $1.25 +44.8%
2102 PLUG PLUG PWR INC Industrials 90,806.0 $205K 0.00% -5K -4.8% $2.26 +57.1%
2103 VTOL BRISTOW GROUP INC Energy 4,373.0 $205K 0.00% -1K -23.1% $46.89 -10.7%
2104 TIP ISHARES TR 1,846.0 $204K 0.00% +14.0 +0.8% $110.38 +0.2%
2105 UNIT UNITI GROUP LLC Real Estate 21,700.0 $204K 0.00% -726.0 -3.2% $9.38 +18.1%
2106 SHE SPDR SERIES TRUST 1,592.0 $203K 0.00% -150.0 -8.6% $127.81 +16.4%
2107 SIRI SIRIUSXM HOLDINGS INC Communication Services 8,707.0 $201K 0.00% NEW $23.08 +11.7%
2108 FBK FB FINL CORP Financial Services 3,857.0 $200K 0.00% NEW $51.94 -0.2%
2109 VRNS VARONIS SYS INC Technology 9,329.0 $200K 0.00% +473.0 +5.3% $21.47 +31.8%
2110 OGN ORGANON & CO Healthcare 33,312.0 $200K 0.00% +9K +37.7% $5.99 +124.6%
2111 CAL CALERES INC Consumer Cyclical 18,776.0 $198K 0.00% -2K -8.4% $10.54 +4.3%
2112 LEG LEGGETT & PLATT INC Consumer Cyclical 19,869.0 $197K 0.00% +426.0 +2.2% $9.92 -6.7%
2113 VERX VERTEX INC Technology 16,521.0 $196K 0.00% -1K -6.5% $11.89 +10.3%
2114 SAB BIOTHERAPEUTICS INC 50,650.0 $194K 0.00% $3.83
2115 BLW BLACKROCK LTD DURATION INCOM Financial Services 15,245.0 $192K 0.00% +370.0 +2.5% $12.59 -1.4%
2116 SSYS STRATASYS LTD Technology 24,514.0 $191K 0.00% -3K -12.2% $7.81 +9.1%
2117 BYRN BYRNA TECHNOLOGIES INC Industrials 20,786.0 $191K 0.00% -4K -16.2% $9.18 -43.7%
2118 ORC ORCHID IS CAP INC Real Estate 26,532.0 $187K 0.00% $7.03 -2.9%
2119 EOLS EVOLUS INC Healthcare 45,259.0 $186K 0.00% +4K +10.2% $4.11 +60.3%
2120 TAL TAL ED GROUP Consumer Defensive 16,359.0 $186K 0.00% +795.0 +5.1% $11.37 -5.6%
Page 106 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%