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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 42 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CSW INDUSTRIALS INC 11,387.0 $3.0M 0.01% -145.0 -1.3% $260.57
822 OLED UNIVERSAL DISPLAY CORP Technology 32,351.0 $3.0M 0.01% +14K +73.2% $91.66 -0.1%
823 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 10,190.0 $3.0M 0.01% +430.0 +4.4% $290.95 -12.7%
824 QQQM INVESCO EXCH TRADED FD TR II 12,375.0 $2.9M 0.01% -158.0 -1.3% $237.63 +23.8%
825 AMRIZE LTD 52,453.0 $2.9M 0.01% +22K +69.9% $56.02
826 CYTK CYTOKINETICS INC Healthcare 44,516.0 $2.9M 0.01% -883.0 -1.9% $65.91 +18.4%
827 HLI HOULIHAN LOKEY INC Financial Services 20,409.0 $2.9M 0.01% +346.0 +1.7% $143.62 +5.5%
828 AVY AVERY DENNISON CORP Industrials 16,969.0 $2.9M 0.01% -2K -8.8% $172.68 -8.0%
829 NTAP NETAPP INC Technology 28,575.0 $2.9M 0.01% +2K +6.9% $102.39 +21.1%
830 TTMI TTM TECHNOLOGIES INC Technology 30,028.0 $2.9M 0.01% -5K -13.4% $97.42 +73.8%
831 BIL SPDR SERIES TRUST 31,841.0 $2.9M 0.01% +21K +185.8% $91.64 -0.1%
832 ALKS ALKERMES PLC Healthcare 81,988.0 $2.9M 0.01% +4K +4.9% $35.36 +4.5%
833 ICLR ICON PLC Healthcare 26,174.0 $2.9M 0.01% +5K +23.1% $110.66 +5.3%
834 XLRE SELECT SECTOR SPDR TR 70,711.0 $2.9M 0.01% -3K -4.1% $40.83 +9.0%
835 WPM WHEATON PRECIOUS METALS CORP Basic Materials 21,999.0 $2.9M 0.01% $131.03 -3.0%
836 NATL NCR ATLEOS CORPORATION Technology 66,143.0 $2.9M 0.01% -9K -11.6% $43.58 +2.8%
837 PAAS PAN AMERN SILVER CORP Basic Materials 52,710.0 $2.9M 0.01% +1K +2.1% $54.63 +0.3%
838 NVT NVENT ELEC PLC Industrials 24,326.0 $2.9M 0.01% -2K -7.8% $118.28 +38.3%
839 DUSB DIMENSIONAL ETF TRUST 56,689.0 $2.9M 0.01% -1K -2.1% $50.71 +0.1%
840 INGERSOLL RAND INC 35,846.0 $2.9M 0.01% +2K +4.8% $80.12
Page 42 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%