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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 24 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IJT ISHARES TR 47,668.0 $6.9M 0.03% +22K +85.3% $144.71 +11.0%
462 BLOCK INC 114,567.0 $6.9M 0.03% +15K +15.3% $60.18
463 ROK ROCKWELL AUTOMATION INC Industrials 19,161.0 $6.9M 0.03% $358.88 +21.6%
464 L LOEWS CORP Financial Services 64,063.0 $6.8M 0.03% $106.74 +2.3%
465 AXON AXON ENTERPRISE INC Industrials 16,049.0 $6.8M 0.03% +794.0 +5.2% $424.69 -8.2%
466 DFAE DIMENSIONAL ETF TRUST 200,492.0 $6.8M 0.03% +58K +40.8% $33.86 +15.2%
467 PAGP PLAINS GP HLDGS L P Energy 279,490.0 $6.8M 0.03% -1.8M -86.4% $24.28 +5.1%
468 ZTS ZOETIS INC Healthcare 57,358.0 $6.8M 0.03% +6K +12.8% $118.21 -32.6%
469 EW EDWARDS LIFESCIENCES CORP Healthcare 84,551.0 $6.8M 0.03% +8K +10.7% $80.08 +3.9%
470 PAA PLAINS ALL AMERN PIPELINE L Energy 302,443.0 $6.8M 0.03% -1.9M -86.2% $22.33 +6.0%
471 MTZ MASTEC INC Industrials 20,979.0 $6.7M 0.03% -886.0 -4.0% $321.74 +20.8%
472 WSM WILLIAMS SONOMA INC Consumer Cyclical 36,714.0 $6.7M 0.03% -234.0 -0.6% $182.33 -1.1%
473 MDYG SPDR SERIES TRUST 69,638.0 $6.7M 0.03% $95.96 +10.2%
474 VIOV VANGUARD ADMIRAL FDS INC 65,407.0 $6.7M 0.03% -7K -9.8% $101.74 +8.3%
475 PAYX PAYCHEX INC Industrials 72,195.0 $6.7M 0.03% +21K +40.0% $92.12 +2.3%
476 DGRO ISHARES TR 94,679.0 $6.6M 0.03% +40K +72.0% $70.18 +5.7%
477 ENSG ENSIGN GROUP INC Healthcare 32,507.0 $6.6M 0.03% +375.0 +1.2% $201.51 -14.8%
478 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 3,453.0 $6.5M 0.03% $1884.53 +5.6%
479 RS RELIANCE INC Basic Materials 21,323.0 $6.5M 0.03% +363.0 +1.7% $303.91 +19.2%
480 CNQ CANADIAN NAT RES LTD MED TER Energy 132,906.0 $6.5M 0.03% +9K +7.6% $48.74 -0.1%
Page 24 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%