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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 22 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ITOT ISHARES TR 54,601.0 $7.8M 0.03% -5K -8.6% $142.43 +13.5%
422 NSC NORFOLK SOUTHN CORP Industrials 27,073.0 $7.8M 0.03% -742.0 -2.7% $287.01 +10.9%
423 CL COLGATE PALMOLIVE CO Consumer Defensive 90,914.0 $7.7M 0.03% -3K -2.7% $85.23 +5.6%
424 BSV VANGUARD BD INDEX FDS 98,796.0 $7.7M 0.03% +40K +67.0% $78.41 -0.7%
425 MFG MIZUHO FINANCIAL GROUP INC Financial Services 971,275.0 $7.7M 0.03% +36K +3.9% $7.94 +9.4%
426 BGX BLACKSTONE LONG SHORT CR INC Financial Services 706,910.0 $7.7M 0.03% +315K +80.3% $10.90 +0.0%
427 KMI KINDER MORGAN INC DEL Energy 228,201.0 $7.7M 0.03% +12K +5.3% $33.53 +2.3%
428 FERG FERGUSON ENTERPRISES INC Industrials 32,693.0 $7.6M 0.03% $233.39 -5.1%
429 CTAS CINTAS CORP Industrials 45,086.0 $7.6M 0.03% +3K +8.1% $169.14 +1.8%
430 ICICI BANK LIMITED 294,048.0 $7.6M 0.03% -35K -10.7% $25.90
431 RLTY COHEN & STEERS REAL ESTATE O Financial Services 523,424.0 $7.6M 0.03% +70K +15.5% $14.54 +8.0%
432 MKL MARKEL GROUP INC Financial Services 3,969.0 $7.6M 0.03% +75.0 +1.9% $1914.07 -2.8%
433 NUE NUCOR CORP Basic Materials 44,730.0 $7.6M 0.03% +2K +3.7% $169.13 +31.1%
434 USHY ISHARES TR 203,491.0 $7.5M 0.03% -166K -44.9% $36.84 +0.3%
435 CARR CARRIER GLOBAL CORPORATION Industrials 132,874.0 $7.5M 0.03% -4K -3.0% $56.31 +9.1%
436 STT STATE STR CORP Financial Services 59,081.0 $7.5M 0.03% -3K -4.3% $126.56 +19.2%
437 EME EMCOR GROUP INC Industrials 10,114.0 $7.5M 0.03% +405.0 +4.2% $738.32 +15.7%
438 EWJ ISHARES INC 87,980.0 $7.4M 0.03% +1K +1.6% $84.44 +8.0%
439 FCX FREEPORT MCMORAN INC Basic Materials 125,505.0 $7.4M 0.03% +6K +4.6% $58.78 -0.2%
440 ELAN ELANCO ANIMAL HEALTH INC Healthcare 305,467.0 $7.3M 0.03% -16K -5.0% $23.93 -17.3%
Page 22 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%