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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 108 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 GGB GERDAU SA Basic Materials 40,446.0 $146K 0.00% -955.0 -2.3% $3.61 +28.8%
2142 ARLO ARLO TECHNOLOGIES INC Industrials 10,173.0 $145K 0.00% NEW $14.23 -9.2%
2143 BBD BANCO BRADESCO S A Financial Services 37,688.0 $138K 0.00% -687.0 -1.8% $3.65 -3.9%
2144 SLI STANDARD LITHIUM LTD Basic Materials 40,290.0 $137K 0.00% $3.41 +8.8%
2145 PRCH PORCH GROUP INC Technology 18,507.0 $133K 0.00% +3K +15.7% $7.17 +39.7%
2146 NWL NEWELL BRANDS INC Consumer Defensive 38,576.0 $132K 0.00% -12K -23.5% $3.43 +10.8%
2147 ARI APOLLO COML REAL ESTATE FIN Real Estate 12,469.0 $132K 0.00% -713.0 -5.4% $10.56 +2.5%
2148 SMWB SIMILARWEB LTD Communication Services 50,390.0 $132K 0.00% +20K +63.4% $2.61 +25.7%
2149 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 14,067.0 $127K 0.00% +2K +17.2% $9.01 +14.1%
2150 HUDSON PACIFIC PROPERTIES IN 19,885.0 $118K -742.0 -3.6% $5.91
2151 AMPY AMPLIFY ENERGY CORP NEW Energy 18,583.0 $116K +126.0 +0.7% $6.24 -18.2%
2152 SOUN SOUNDHOUND AI INC Technology 16,193.0 $111K -2K -9.1% $6.87 +17.9%
2153 SUZ SUZANO S A Basic Materials 11,079.0 $111K +791.0 +7.7% $10.01 -18.1%
2154 CMU MFS HIGH YIELD MUN TR Financial Services 30,929.0 $111K $3.58 -3.1%
2155 PCT PURECYCLE TECHNOLOGIES INC Industrials 21,105.0 $110K NEW $5.19 +141.2%
2156 FPH FIVE POINT HOLDINGS LLC Real Estate 22,600.0 $109K $4.84 -1.2%
2157 WEAV WEAVE COMMUNICATIONS INC Technology 23,669.0 $109K +8K +49.1% $4.62 +15.6%
2158 NAVI NAVIENT CORPORATION Financial Services 13,039.0 $107K +1K +12.3% $8.18 +1.7%
2159 GWH ESS TECH INC Industrials 87,448.0 $102K -2K -1.7% $1.17 -23.8%
2160 NXDR NEXTDOOR HOLDINGS INC Communication Services 64,133.0 $90K $1.40 +46.4%
Page 108 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%