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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 32 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DFGR DIMENSIONAL ETF TRUST 165,547.0 $4.4M 0.02% -2K -1.2% $26.58 +9.2%
622 ZION ZIONS BANCORPORATION NATL AS Financial Services 76,318.0 $4.4M 0.02% -2K -2.2% $57.62 +7.1%
623 SF STIFEL FINL CORP Financial Services 59,312.0 $4.4M 0.02% +17K +40.6% $73.92 -1.1%
624 NXT NEXTPOWER INC Technology 36,305.0 $4.4M 0.02% +13K +57.4% $120.55 +0.4%
625 AGG ISHARES TR 44,039.0 $4.4M 0.02% +3K +6.3% $99.27 -0.9%
626 WRB BERKLEY W R CORP Financial Services 65,818.0 $4.4M 0.02% -2K -2.4% $66.28 +3.0%
627 AMG AFFILIATED MANAGERS GROUP Financial Services 15,726.0 $4.4M 0.02% $276.70 +9.4%
628 DAL DELTA AIR LINES INC Industrials 65,244.0 $4.3M 0.02% +3K +4.5% $66.48 +13.8%
629 PINS PINTEREST INC Communication Services 235,095.0 $4.3M 0.02% +82K +53.9% $18.34 +2.6%
630 DECK DECKERS OUTDOOR CORP Consumer Cyclical 43,069.0 $4.3M 0.02% -10K -19.4% $100.09 +2.5%
631 KEY KEYCORP Financial Services 214,813.0 $4.3M 0.02% +13K +6.4% $20.05 +7.2%
632 SHY ISHARES TR 52,043.0 $4.3M 0.02% -4K -6.6% $82.57 -0.5%
633 PYPL PAYPAL HLDGS INC Financial Services 94,951.0 $4.3M 0.02% -7K -7.0% $45.23 -1.9%
634 ARES ARES MANAGEMENT CORPORATION Financial Services 39,266.0 $4.3M 0.02% +7K +21.0% $109.10 +13.6%
635 ENB ENBRIDGE INC Energy 79,097.0 $4.3M 0.02% -2K -2.7% $54.14 +6.7%
636 XPO XPO INC Industrials 21,922.0 $4.3M 0.02% +744.0 +3.5% $194.55 +8.3%
637 COWZ PACER FDS TR 67,849.0 $4.2M 0.02% -42K -38.5% $62.56 +1.3%
638 HII HUNTINGTON INGALLS INDS INC Industrials 11,155.0 $4.2M 0.02% +279.0 +2.6% $379.87 -16.4%
639 VTR VENTAS INC Real Estate 51,568.0 $4.2M 0.02% +3K +5.1% $81.83 +8.3%
640 TDY TELEDYNE TECHNOLOGIES INC Technology 6,940.0 $4.2M 0.02% +448.0 +6.9% $605.02 +1.5%
Page 32 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%