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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 14 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DISV DIMENSIONAL ETF TRUST 328,956.0 $13.0M 0.05% -13K -3.9% $39.44 +5.5%
262 ICF ISHARES TR 208,784.0 $12.9M 0.05% -4K -1.8% $61.89 +8.8%
263 AZO AUTOZONE INC Consumer Cyclical 3,824.0 $12.9M 0.05% +59.0 +1.6% $3377.58 -0.9%
264 CI THE CIGNA GROUP Healthcare 48,350.0 $12.9M 0.05% +2K +4.8% $266.75 +9.2%
265 SHEL SHELL PLC Energy 138,280.0 $12.9M 0.05% +4K +2.6% $93.00 -4.7%
266 IWP ISHARES TR 100,162.0 $12.8M 0.05% +8K +8.2% $128.12 +5.4%
267 BWG BRANDYWINEGBL GBL INCM OPP F Financial Services 1,672,017.0 $12.8M 0.05% $7.67 +2.0%
268 FITB FIFTH THIRD BANCORP Financial Services 275,128.0 $12.8M 0.05% +136K +97.4% $46.50 +3.1%
269 VLO VALERO ENERGY CORP Energy 51,596.0 $12.7M 0.05% +1K +2.0% $246.53 +4.9%
270 CMI CUMMINS INC Industrials 23,600.0 $12.7M 0.05% -2K -9.2% $538.03 +22.6%
271 WMB WILLIAMS COS INC Energy 173,533.0 $12.6M 0.05% +19K +12.4% $72.76 +6.8%
272 ITW ILLINOIS TOOL WKS INC Industrials 48,421.0 $12.6M 0.05% +975.0 +2.0% $260.71 -4.3%
273 EPD ENTERPRISE PRODS PARTNERS L Energy 330,404.0 $12.5M 0.05% +3K +0.9% $37.84 +4.3%
274 EQIX EQUINIX INC Real Estate 12,745.0 $12.5M 0.05% +395.0 +3.2% $980.28 +8.4%
275 AON AON PLC Financial Services 38,692.0 $12.5M 0.05% -246.0 -0.6% $322.78 +0.3%
276 RSG REPUBLIC SVCS INC Industrials 56,939.0 $12.5M 0.05% +14K +33.4% $219.02 -2.1%
277 AFL AFLAC INC Financial Services 112,691.0 $12.4M 0.05% $109.71 +7.9%
278 IAU ISHARES GOLD TR Financial Services 139,709.0 $12.3M 0.05% -2K -1.6% $88.16 -4.4%
279 REGN REGENERON PHARMACEUTICALS Healthcare 15,912.0 $12.3M 0.05% +988.0 +6.6% $772.64 -18.5%
280 BX BLACKSTONE INC Financial Services 106,738.0 $12.3M 0.05% +11K +11.7% $114.99 -0.6%
Page 14 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%