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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 20 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PCAR PACCAR INC Industrials 76,030.0 $8.8M 0.04% +3K +4.5% $115.50 -3.3%
382 COHR COHERENT CORP Technology 36,702.0 $8.7M 0.04% -2K -4.3% $238.21 +52.3%
383 DDOG DATADOG INC Technology 73,856.0 $8.7M 0.04% +10K +15.2% $118.05 +76.9%
384 NATWEST GROUP PLC 581,001.0 $8.7M 0.04% +197K +51.5% $14.93
385 UPST UPSTART HLDGS INC Financial Services 337,287.0 $8.7M 0.03% $25.65 +8.9%
386 CRCL CIRCLE INTERNET GROUP INC Financial Services 90,217.0 $8.6M 0.03% +87K +3183.0% $95.41 +16.7%
387 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 388,722.0 $8.6M 0.03% NEW $22.06 -2.9%
388 MDLZ MONDELEZ INTL INC Consumer Defensive 148,129.0 $8.5M 0.03% $57.67 +6.9%
389 UBS UBS GROUP AG Financial Services 219,224.0 $8.5M 0.03% -5K -2.1% $38.81 +19.3%
390 SPG SIMON PPTY GROUP INC NEW Real Estate 45,468.0 $8.5M 0.03% +842.0 +1.9% $186.53 +7.4%
391 VOTE TCW ETF TRUST 111,150.0 $8.5M 0.03% $76.30 +13.0%
392 VDE VANGUARD WORLD FD 48,901.0 $8.5M 0.03% -325.0 -0.7% $173.04 +0.1%
393 CFG CITIZENS FINL GROUP INC Financial Services 140,873.0 $8.4M 0.03% -4K -2.6% $59.97 +2.3%
394 WDC WESTERN DIGITAL CORP Technology 31,206.0 $8.4M 0.03% -276.0 -0.9% $270.49 +69.6%
395 FFIV F5 INC Technology 29,115.0 $8.4M 0.03% +5K +20.1% $289.33 +31.2%
396 SNOW SNOWFLAKE INC Technology 55,824.0 $8.4M 0.03% +2K +4.0% $150.82 +8.9%
397 EBAY EBAY INC. Consumer Cyclical 92,261.0 $8.4M 0.03% +5K +5.6% $91.02 +25.7%
398 MET METLIFE INC Financial Services 117,899.0 $8.3M 0.03% -12K -9.2% $70.72 +15.1%
399 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 384,781.0 $8.3M 0.03% +28K +7.9% $21.66 -0.1%
400 SDHY PGIM SHORT DUR HIG YLD OPP F Financial Services 518,927.0 $8.3M 0.03% -307K -37.1% $16.02 -1.1%
Page 20 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%