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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 34 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FLEX FLEXTRONICS INTL LTD Technology 62,302.0 $4.1M 0.02% +2K +2.8% $65.46 +100.2%
662 CHD CHURCH & DWIGHT CO INC Consumer Defensive 43,698.0 $4.1M 0.02% +3K +7.5% $93.32 +2.5%
663 EVEREST GROUP LTD 12,470.0 $4.1M 0.02% -20K -61.4% $326.87
664 ED CONSOLIDATED EDISON INC Utilities 35,876.0 $4.1M 0.02% -1K -3.3% $113.18 -5.1%
665 GWRE GUIDEWIRE SOFTWARE INC Technology 27,146.0 $4.1M 0.02% +4K +15.2% $149.56 -9.3%
666 FORTINET INC 49,669.0 $4.1M 0.02% +6K +14.4% $81.72
667 RELY REMITLY GLOBAL INC Technology 258,922.0 $4.1M 0.02% +16K +6.6% $15.67 +37.7%
668 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 18,259.0 $4.1M 0.02% -564.0 -3.0% $222.07 +71.3%
669 EOD ALLSPRING GLOBAL DIVIDEND OP Financial Services 693,617.0 $4.0M 0.02% -560K -44.7% $5.83 +11.3%
670 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 44,639.0 $4.0M 0.02% +587.0 +1.3% $90.43 -5.6%
671 NYT NEW YORK TIMES CO MTN BE Communication Services 47,551.0 $4.0M 0.02% -3K -6.7% $83.73 -11.3%
672 VSEC VSE CORP Industrials 21,572.0 $4.0M 0.02% -3K -12.2% $184.40 -7.5%
673 BR BROADRIDGE FINL SOLUTIONS IN Technology 24,398.0 $4.0M 0.02% +2K +6.6% $162.61 -7.7%
674 STWD STARWOOD PPTY TR INC Real Estate 230,102.0 $4.0M 0.02% -9K -3.8% $17.23 -0.5%
675 DOCU DOCUSIGN INC Technology 83,414.0 $4.0M 0.02% +8K +11.2% $47.41 +3.3%
676 DRI DARDEN RESTAURANTS INC Consumer Cyclical 20,130.0 $3.9M 0.02% +2K +13.3% $196.04 +0.5%
677 DINO HF SINCLAIR CORP Energy 63,086.0 $3.9M 0.02% +1K +2.2% $62.39 +9.6%
678 SAIA SAIA INC Industrials 11,158.0 $3.9M 0.02% +141.0 +1.3% $351.27 +32.8%
679 TRMB TRIMBLE INC Technology 59,787.0 $3.9M 0.02% +4K +7.0% $65.23 -14.2%
680 JBT MAREL CORPORATION 30,421.0 $3.9M 0.01% $127.87
Page 34 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%