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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2224 New
Page 16 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RELX RELX PLC Communication Services 281,686.0 $11.4M 0.04% NEW $40.42 -16.5%
302 DFAC DIMENSIONAL ETF TRUST 287,193.0 $11.4M 0.04% NEW $39.59 +8.1%
303 RY ROYAL BK CDA Financial Services 66,471.0 $11.3M 0.04% NEW $170.49 +8.6%
304 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 584,325.0 $11.3M 0.04% NEW $19.33 +16.6%
305 FTAI AVIATION LTD 57,296.0 $11.3M 0.04% NEW $196.85
306 IYW ISHARES TR 56,242.0 $11.2M 0.04% NEW $199.68 +18.0%
307 HEFA ISHARES TR 270,886.0 $11.2M 0.04% NEW $41.36 +7.9%
308 BP BP PLC Energy 322,167.0 $11.2M 0.04% NEW $34.73 +32.3%
309 SHW SHERWIN WILLIAMS CO Basic Materials 34,226.0 $11.1M 0.04% NEW $324.03 -7.5%
310 ALL ALLSTATE CORP Financial Services 53,004.0 $11.0M 0.04% NEW $208.34 +8.3%
311 XLI SELECT SECTOR SPDR TR 71,163.0 $11.0M 0.04% NEW $155.12 +9.4%
312 AMCOR PLC 1,318,120.0 $11.0M 0.04% NEW $8.34
313 BK BANK NEW YORK MELLON CORP Financial Services 94,575.0 $11.0M 0.04% NEW $116.09 +18.5%
314 EVEREST GROUP LTD 32,305.0 $11.0M 0.04% NEW $339.14
315 SAN BANCO SANTANDER SA Financial Services 933,437.0 $10.9M 0.04% NEW $11.73 +1.1%
316 VT VANGUARD INTL EQUITY INDEX F 77,269.0 $10.9M 0.04% NEW $141.06 +8.6%
317 MRVL MARVELL TECHNOLOGY INC Technology 127,862.0 $10.9M 0.04% NEW $84.98 +109.3%
318 BLACKROCK MUNIHOLDINGS QUALI 1,073,834.0 $10.8M 0.04% NEW $10.03
319 SHYG ISHARES TR 251,221.0 $10.8M 0.04% NEW $42.87 -1.6%
320 EMR EMERSON ELEC CO Industrials 81,125.0 $10.8M 0.04% NEW $132.72 -0.1%
Page 16 of 112  ·  2,224 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
Technology 29.3%
Financial Services 28.5%
Consumer Cyclical 8.5%
Communication Services 7.9%
Healthcare 6.9%
Industrials 6.5%
Consumer Defensive 4.9%
Energy 3.1%
Utilities 1.6%
Basic Materials 1.5%