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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 40 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AMLP ALPS ETF TR 60,748.0 $3.2M 0.01% -15K -19.8% $52.64 +2.9%
782 SNX TD SYNNEX CORPORATION Technology 18,919.0 $3.2M 0.01% -330.0 -1.7% $168.71 +36.7%
783 LEIDOS HOLDINGS INC 20,462.0 $3.2M 0.01% -251.0 -1.2% $155.52
784 LIONSGATE STUDIOS CORP 331,508.0 $3.2M 0.01% +19K +6.1% $9.59
785 MEDP MEDPACE HLDGS INC Healthcare 6,615.0 $3.2M 0.01% +181.0 +2.8% $480.19 -10.4%
786 LSCC LATTICE SEMICONDUCTOR CORP Technology 34,000.0 $3.2M 0.01% +5K +15.7% $92.76 +50.2%
787 TCBI TEXAS CAP BANCSHARES INC Financial Services 33,220.0 $3.2M 0.01% -1K -3.7% $94.88 +4.1%
788 TFSL TFS FINL CORP Financial Services 224,189.0 $3.1M 0.01% -13K -5.5% $14.05 +12.0%
789 CW CURTISS WRIGHT CORP Industrials 4,624.0 $3.1M 0.01% +488.0 +11.8% $681.16 +6.7%
790 VSGX VANGUARD WORLD FD 43,900.0 $3.1M 0.01% +373.0 +0.9% $71.73 +11.9%
791 USMV ISHARES TR 33,929.0 $3.1M 0.01% -2K -5.8% $92.74 +3.6%
792 FSLR FIRST SOLAR INC Energy 15,940.0 $3.1M 0.01% -843.0 -5.0% $197.26 +26.2%
793 BCV BANCROFT FD LTD Financial Services 145,422.0 $3.1M 0.01% +23K +18.6% $21.54 +17.3%
794 SPGP INVESCO EXCHANGE TRADED FD T 29,082.0 $3.1M 0.01% NEW $107.62 +9.4%
795 OTIS OTIS WORLDWIDE CORP Industrials 40,535.0 $3.1M 0.01% -5K -11.4% $77.08 -7.1%
796 NUVEEN REAL ESTATE INCOME FD 418,120.0 $3.1M 0.01% +49K +13.4% $7.46
797 RMBS RAMBUS INC DEL Technology 36,183.0 $3.1M 0.01% +10K +36.3% $86.03 +55.2%
798 VMC VULCAN MATLS CO Basic Materials 11,414.0 $3.1M 0.01% -1K -11.2% $272.32 -3.3%
799 JNK SPDR SERIES TRUST 32,447.0 $3.1M 0.01% -29K -47.0% $95.72 +0.5%
800 KVYO KLAVIYO INC Technology 159,456.0 $3.1M 0.01% $19.46 -23.4%
Page 40 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%