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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 16 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SCHE SCHWAB STRATEGIC TR 346,106.0 $11.4M 0.04% -9K -2.6% $32.95 +6.5%
302 FTAI AVIATION LTD 46,420.0 $11.4M 0.04% -11K -19.0% $245.00
303 TECHNIPFMC PLC 164,251.0 $11.4M 0.04% -12K -6.9% $69.13
304 MCO MOODYS CORP Financial Services 25,965.0 $11.3M 0.04% +199.0 +0.8% $436.26 +1.6%
305 BSX BOSTON SCIENTIFIC CORP Healthcare 180,342.0 $11.3M 0.04% +4K +2.3% $62.75 -9.5%
306 GM GENERAL MTRS CO Consumer Cyclical 151,091.0 $11.3M 0.04% +996.0 +0.7% $74.50 -1.9%
307 FDX FEDEX CORP Industrials 31,508.0 $11.2M 0.04% +471.0 +1.5% $356.27 +3.8%
308 SPYM SPDR SERIES TRUST 146,026.0 $11.2M 0.04% +935.0 +0.6% $76.54 +12.8%
309 FIX COMFORT SYS USA INC Industrials 8,101.0 $11.2M 0.04% $1379.01 +34.5%
310 CEG CONSTELLATION ENERGY CORP Utilities 39,979.0 $11.2M 0.04% -415.0 -1.0% $279.25 -6.7%
311 RSP INVESCO EXCHANGE TRADED FD T 57,838.0 $11.1M 0.04% +2K +3.1% $191.92 +5.1%
312 ALL ALLSTATE CORP Financial Services 53,372.0 $11.1M 0.04% +368.0 +0.7% $207.54 +8.2%
313 PHG KONINKLIJKE PHILIPS N V Healthcare 402,977.0 $11.0M 0.04% +24K +6.3% $27.40 -4.9%
314 XLI SELECT SECTOR SPDR TR 68,156.0 $11.0M 0.04% -3K -4.2% $161.73 +4.3%
315 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 1,078,357.0 $11.0M 0.04% NEW $10.17 -1.5%
316 VT VANGUARD INTL EQUITY INDEX F 79,243.0 $11.0M 0.04% +2K +2.5% $138.32 +10.3%
317 IDXX IDEXX LABS INC Healthcare 19,494.0 $11.0M 0.04% +691.0 +3.7% $561.90 -2.9%
318 MSI MOTOROLA SOLUTIONS INC Technology 25,126.0 $10.9M 0.04% +3K +11.3% $434.15 -5.5%
319 BK BANK NEW YORK MELLON CORP Financial Services 91,092.0 $10.8M 0.04% -3K -3.7% $118.63 +14.9%
320 DVY ISHARES TR 71,361.0 $10.8M 0.04% +3K +5.1% $151.41 +0.9%
Page 16 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%