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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 33 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SUSA ISHARES TR 31,749.0 $4.2M 0.02% $132.10 +14.0%
642 GRMN GARMIN LTD Technology 18,027.0 $4.2M 0.02% -520.0 -2.8% $232.01 +3.3%
643 SSD SIMPSON MFG INC Industrials 24,343.0 $4.2M 0.02% -221.0 -0.9% $171.62 +7.8%
644 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 59,566.0 $4.2M 0.02% +1K +2.1% $70.13 -22.0%
645 SLV ISHARES SILVER TR Financial Services 61,284.0 $4.2M 0.02% +19K +43.7% $68.14 +1.9%
646 CWST CASELLA WASTE SYS INC Industrials 52,579.0 $4.2M 0.02% -16K -23.4% $79.34 +9.9%
647 DSGX DESCARTES SYS GROUP INC Technology 58,228.0 $4.2M 0.02% +8K +15.8% $71.56 -1.1%
648 HPE HEWLETT PACKARD ENTERPRISE C Technology 174,278.0 $4.2M 0.02% +4K +2.6% $23.84 +42.5%
649 IDA IDACORP INC Utilities 29,055.0 $4.2M 0.02% -2K -6.1% $142.98 -1.0%
650 AWK AMERICAN WTR WKS CO INC NEW Utilities 30,444.0 $4.1M 0.02% -1K -4.6% $136.09 -9.0%
651 FDN FIRST TR EXCHANGE-TRADED FD 17,690.0 $4.1M 0.02% $234.03 +16.1%
652 RBLX ROBLOX CORP Technology 72,861.0 $4.1M 0.02% -9K -10.5% $56.56 -19.0%
653 DOW DOW HLDGS INC Basic Materials 98,923.0 $4.1M 0.02% -17K -14.6% $41.65 -13.8%
654 APA APA CORPORATION Energy 97,063.0 $4.1M 0.02% +2K +1.8% $42.44 -9.7%
655 CAVA CAVA GROUP INC Consumer Cyclical 50,912.0 $4.1M 0.02% +23K +81.6% $80.90 +0.5%
656 WDAY WORKDAY INC Technology 31,666.0 $4.1M 0.02% +11K +53.4% $129.92 -2.5%
657 ECG EVERUS CONSTR GROUP Industrials 34,695.0 $4.1M 0.02% -5K -11.8% $118.06 +27.7%
658 RGA REINSURANCE GROUP AMER INC Financial Services 20,020.0 $4.1M 0.02% -949.0 -4.5% $204.16 +4.9%
659 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 56,199.0 $4.1M 0.02% +2K +3.2% $72.69 +6.1%
660 ATO ATMOS ENERGY CORP Utilities 22,109.0 $4.1M 0.02% -449.0 -2.0% $184.73 -3.9%
Page 33 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%