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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 15 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SE SEA LTD Consumer Cyclical 147,464.0 $12.2M 0.05% +17K +13.4% $82.81 +6.6%
282 CVS CVS HEALTH CORP Healthcare 169,297.0 $12.2M 0.05% -13K -6.9% $71.82 +33.7%
283 BTI BRITISH AMERN TOB PLC Consumer Defensive 207,766.0 $12.2M 0.05% +45K +27.4% $58.51 +13.4%
284 IHDG WISDOMTREE TR 251,861.0 $12.1M 0.05% -6K -2.2% $48.15 +3.1%
285 EGP EASTGROUP PPTYS INC Real Estate 65,246.0 $12.1M 0.05% -1K -2.0% $185.10 +9.2%
286 DFAR DIMENSIONAL ETF TRUST 509,846.0 $12.1M 0.05% -95K -15.7% $23.65 +8.8%
287 VTWO VANGUARD SCOTTSDALE FDS 119,862.0 $12.0M 0.05% +3K +2.5% $100.17 +10.1%
288 NVO NOVO-NORDISK A S Healthcare 325,687.0 $12.0M 0.05% -19K -5.6% $36.82 +20.3%
289 GHC GRAHAM HLDGS CO Consumer Defensive 11,309.0 $12.0M 0.05% $1057.26 +5.8%
290 PSX PHILLIPS 66 Energy 65,623.0 $12.0M 0.05% -1K -1.6% $182.18 -1.3%
291 SCZ ISHARES TR 152,270.0 $11.9M 0.05% -934.0 -0.6% $78.41 +6.7%
292 LHX L3HARRIS TECHNOLOGIES INC Industrials 34,546.0 $11.9M 0.05% $345.15 -9.8%
293 SLB SLB LIMITED Energy 227,109.0 $11.7M 0.05% $51.43 +11.1%
294 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 590,654.0 $11.7M 0.05% +6K +1.1% $19.75 +11.0%
295 SANDISK CORP 18,314.0 $11.6M 0.05% +3K +15.9% $635.34
296 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 178,502.0 $11.6M 0.05% $65.12 +11.8%
297 HWM HOWMET AEROSPACE INC Industrials 49,954.0 $11.5M 0.05% -2K -3.1% $230.46 +11.5%
298 HEFA ISHARES TR 270,886.0 $11.5M 0.05% $42.50 +4.6%
299 OKE ONEOK INC NEW Energy 126,900.0 $11.5M 0.05% +5K +3.9% $90.39 +3.7%
300 GD GENERAL DYNAMICS CORP Industrials 33,397.0 $11.5M 0.05% +2K +6.9% $343.22 -0.0%
Page 15 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%