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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 36 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CXE MFS HIGH INCOME MUN TR Financial Services 999,681.0 $3.7M 0.01% +124K +14.1% $3.71 -2.4%
702 IRM IRON MTN INC DEL Real Estate 36,209.0 $3.7M 0.01% +1K +4.1% $102.32 +24.4%
703 FN FABRINET Technology 7,099.0 $3.7M 0.01% +366.0 +5.4% $521.52 +34.9%
704 IX ORIX CORP Financial Services 123,362.0 $3.7M 0.01% +1K +1.0% $29.99 +30.9%
705 AM ANTERO MIDSTREAM CORP Energy 161,568.0 $3.7M 0.01% -22K -12.0% $22.80 -4.3%
706 VOT VANGUARD INDEX FDS 14,289.0 $3.7M 0.01% $257.35 +12.3%
707 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 329,670.0 $3.7M 0.01% +2K +0.6% $11.15 +1.5%
708 GOVT ISHARES TR 160,083.0 $3.7M 0.01% +141K +759.0% $22.91 -1.2%
709 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 40,688.0 $3.7M 0.01% +1K +2.8% $90.11 +14.1%
710 STZ CONSTELLATION BRANDS INC Consumer Defensive 24,345.0 $3.7M 0.01% +615.0 +2.6% $150.00 +0.8%
711 VDC VANGUARD WORLD FD 16,207.0 $3.6M 0.01% $224.59 +2.3%
712 JBL JABIL INC Technology 13,681.0 $3.6M 0.01% +389.0 +2.9% $265.63 +34.2%
713 CDE COEUR MNG INC Basic Materials 193,581.0 $3.6M 0.01% +125K +182.0% $18.77 -5.0%
714 OSK OSHKOSH CORP Industrials 24,665.0 $3.6M 0.01% -1K -4.2% $147.21 -13.6%
715 BHP BHP BILLITON LIMITED Basic Materials 49,818.0 $3.6M 0.01% +5K +11.4% $72.74 +16.8%
716 MTRN MATERION CORP Basic Materials 25,028.0 $3.6M 0.01% +193.0 +0.8% $144.65 +45.3%
717 MKC MCCORMICK & CO INC Consumer Defensive 71,586.0 $3.6M 0.01% +2K +3.2% $50.44 -6.9%
718 EMXC ISHARES INC 45,817.0 $3.6M 0.01% +1K +2.5% $78.66 +21.5%
719 WWD WOODWARD INC Industrials 10,023.0 $3.6M 0.01% -3K -24.5% $357.92 -0.4%
720 SLYV SPDR SERIES TRUST 37,815.0 $3.6M 0.01% +4K +11.5% $94.58 +8.3%
Page 36 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%