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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 31 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 PINNACLE FINL PARTNERS INC 52,897.0 $4.6M 0.02% NEW $86.14
602 CET CENTRAL SECS CORP Financial Services 91,708.0 $4.6M 0.02% +3K +3.8% $49.66 +6.7%
603 MCHP MICROCHIP TECHNOLOGY INC. Technology 70,309.0 $4.5M 0.02% +3K +4.1% $64.61 +41.0%
604 KGC KINROSS GOLD CORP Basic Materials 148,687.0 $4.5M 0.02% +30K +25.1% $30.52 -6.1%
605 RRC RANGE RES CORP Energy 100,391.0 $4.5M 0.02% -601.0 -0.6% $45.18 -6.9%
606 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 45,825.0 $4.5M 0.02% $98.42 -4.1%
607 MGY MAGNOLIA OIL & GAS CORP Energy 142,535.0 $4.5M 0.02% -4K -2.5% $31.57 -7.4%
608 DTD WISDOMTREE TR 52,074.0 $4.5M 0.02% $86.36 +6.9%
609 UNM UNUM GROUP Financial Services 61,562.0 $4.5M 0.02% -3K -5.1% $73.03 +14.8%
610 THG HANOVER INS GROUP INC Financial Services 25,904.0 $4.5M 0.02% -557.0 -2.1% $173.35 +12.2%
611 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 143,598.0 $4.5M 0.02% +27K +23.5% $31.19 +11.5%
612 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 241,293.0 $4.5M 0.02% +25K +11.5% $18.52 -9.9%
613 DD DUPONT DE NEMOURS INC Basic Materials 97,329.0 $4.5M 0.02% +4K +3.8% $45.80 +2.9%
614 INSM INSMED INC Healthcare 27,249.0 $4.5M 0.02% +295.0 +1.1% $163.52 -33.0%
615 GPN GLOBAL PMTS INC Industrials 65,861.0 $4.4M 0.02% -595.0 -0.9% $67.30 +7.9%
616 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 35,281.0 $4.4M 0.02% +1K +4.0% $125.46 +4.8%
617 TROW PRICE T ROWE GROUP INC Financial Services 49,083.0 $4.4M 0.02% +7K +16.9% $90.14 +13.0%
618 FORM FORMFACTOR INC Technology 45,514.0 $4.4M 0.02% -5K -9.5% $96.99 +32.0%
619 FTV FORTIVE CORP Technology 79,820.0 $4.4M 0.02% +6K +8.3% $55.28 +6.8%
620 DLTR DOLLAR TREE INC Consumer Defensive 40,219.0 $4.4M 0.02% -3K -5.9% $109.51 -12.6%
Page 31 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%