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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 41 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 RDNT RADNET INC Healthcare 55,462.0 $3.1M 0.01% -2K -4.2% $55.89 -3.0%
802 KEX KIRBY CORP Industrials 23,232.0 $3.1M 0.01% -545.0 -2.3% $132.88 +9.6%
803 BE BLOOM ENERGY CORP Industrials 22,686.0 $3.1M 0.01% $135.49 +127.2%
804 HAS HASBRO INC Consumer Cyclical 32,707.0 $3.1M 0.01% +6K +24.6% $93.60 -3.8%
805 JBHT HUNT J B TRANS SVCS INC Industrials 14,428.0 $3.1M 0.01% -3K -16.2% $211.89 +22.3%
806 INDB INDEPENDENT BK CORP MASS Financial Services 40,584.0 $3.1M 0.01% -617.0 -1.5% $75.22 +4.6%
807 SYF SYNCHRONY FINANCIAL Financial Services 44,875.0 $3.1M 0.01% -4K -9.0% $68.02 +5.9%
808 SITM SITIME CORP Technology 8,830.0 $3.0M 0.01% -4K -30.8% $345.35 +101.8%
809 DIA STATE STR SPDR DOW JONES IND Financial Services 6,568.0 $3.0M 0.01% -209.0 -3.1% $463.19 +8.6%
810 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 32,400.0 $3.0M 0.01% -1K -3.6% $93.87 +106.0%
811 CMBS ISHARES TR 62,277.0 $3.0M 0.01% $48.73 -0.5%
812 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 15,352.0 $3.0M 0.01% +1K +8.1% $197.50 +19.8%
813 A AGILENT TECHNOLOGIES INC Healthcare 26,552.0 $3.0M 0.01% +590.0 +2.3% $114.00 +0.7%
814 STAG STAG INDUSTRIAL INC Real Estate 83,695.0 $3.0M 0.01% $36.14 +6.0%
815 F FORD MTR CO Consumer Cyclical 260,326.0 $3.0M 0.01% +30K +12.9% $11.54 +18.5%
816 VLYPN VALLEY NATL BANCORP Financial Services 244,335.0 $3.0M 0.01% -5K -2.1% $12.28 +110.6%
817 TWLO TWILIO INC Communication Services 23,822.0 $3.0M 0.01% +2K +7.1% $125.82 +50.5%
818 DKS DICKS SPORTING GOODS INC Consumer Cyclical 15,057.0 $3.0M 0.01% +149.0 +1.0% $198.72 +11.6%
819 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 28,252.0 $3.0M 0.01% +12K +71.8% $105.40 -4.3%
820 AIT APPLIED INDL TECHNOLOGIES IN Industrials 11,198.0 $3.0M 0.01% -200.0 -1.8% $265.32 +15.2%
Page 41 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%