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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 21 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DEO DIAGEO PLC Consumer Defensive 111,651.0 $8.3M 0.03% +20K +22.3% $74.45 +12.9%
402 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 28,603.0 $8.3M 0.03% -270.0 -0.9% $290.49 +0.2%
403 ARCC ARES CAPITAL CORP Financial Services 459,845.0 $8.3M 0.03% +70K +18.0% $18.02 +2.7%
404 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 102,585.0 $8.3M 0.03% +19K +22.0% $80.56 -9.4%
405 AMP AMERIPRISE FINL INC Financial Services 18,571.0 $8.3M 0.03% +1K +6.3% $444.40 +3.3%
406 AJG GALLAGHER ARTHUR J & CO Financial Services 37,914.0 $8.2M 0.03% +201.0 +0.5% $216.59 -7.5%
407 IJS ISHARES TR 69,324.0 $8.2M 0.03% +7K +11.8% $118.45 +5.3%
408 TEI TEMPLETON EMERGING MKTS INCO Financial Services 1,366,086.0 $8.2M 0.03% +359K +35.7% $6.01 +2.7%
409 TRGP TARGA RES CORP Energy 32,735.0 $8.2M 0.03% +596.0 +1.9% $250.73 +11.4%
410 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 442,900.0 $8.1M 0.03% NEW $18.38 -4.9%
411 IOT SAMSARA INC Technology 256,144.0 $8.1M 0.03% +5K +2.0% $31.69 -8.3%
412 MELI MERCADOLIBRE INC Consumer Cyclical 4,669.0 $8.1M 0.03% -1K -20.8% $1729.26 -7.9%
413 XLV SELECT SECTOR SPDR TR 55,012.0 $8.1M 0.03% -835.0 -1.5% $146.61 +0.3%
414 AIG AMERICAN INTL GROUP INC Financial Services 106,858.0 $8.0M 0.03% -4K -3.5% $75.25 +2.3%
415 HEDJ WISDOMTREE TR 153,249.0 $8.0M 0.03% $52.30 +5.6%
416 UNILEVER PLC 139,198.0 $7.9M 0.03% +6K +4.1% $57.11
417 ROAD CONSTRUCTION PARTNERS INC Industrials 71,290.0 $7.9M 0.03% -640.0 -0.9% $111.12 -1.3%
418 MAA MID-AMER APT CMNTYS INC Real Estate 61,088.0 $7.9M 0.03% -1K -2.2% $129.17 -0.4%
419 PRU PRUDENTIAL FINL INC Financial Services 80,663.0 $7.9M 0.03% -7K -8.0% $97.69 +2.9%
420 FMN FEDERATED HERMES PREM MUNI I Financial Services 715,875.0 $7.8M 0.03% +162K +29.3% $10.93 +1.6%
Page 21 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%