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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 43 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 EHC ENCOMPASS HEALTH CORP Healthcare 29,610.0 $2.9M 0.01% -687.0 -2.3% $96.73 +8.0%
842 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 4,828.0 $2.9M 0.01% +385.0 +8.7% $592.98 -4.9%
843 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 5,457.0 $2.9M 0.01% +724.0 +15.3% $523.51 -1.9%
844 SPXE PROSHARES TR 41,073.0 $2.9M 0.01% $69.50 +14.7%
845 USRT ISHARES TR 48,160.0 $2.9M 0.01% +926.0 +2.0% $59.19 +10.5%
846 HEICO CORP NEW 13,485.0 $2.8M 0.01% $211.10
847 SWX SOUTHWEST GAS HLDGS INC Utilities 32,554.0 $2.8M 0.01% +316.0 +1.0% $86.90 +3.2%
848 SPXC SPX TECHNOLOGIES INC Industrials 14,086.0 $2.8M 0.01% +476.0 +3.5% $199.95 +2.8%
849 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 45,896.0 $2.8M 0.01% -5K -10.5% $61.35 -14.7%
850 IT GARTNER INC Technology 17,774.0 $2.8M 0.01% +11K +144.5% $158.34 -0.7%
851 HL HECLA MINING COMPANY Basic Materials 150,994.0 $2.8M 0.01% -4K -2.8% $18.63 -7.1%
852 VSNT VERSANT MEDIA GROUP INC Industrials 75,982.0 $2.8M 0.01% NEW $37.02 +13.1%
853 HXL HEXCEL CORP NEW Industrials 34,755.0 $2.8M 0.01% -5K -12.3% $80.93 +4.7%
854 HOLOGIC INC 37,164.0 $2.8M 0.01% $75.59
855 CART MAPLEBEAR INC Consumer Cyclical 74,892.0 $2.8M 0.01% NEW $37.46 +7.0%
856 DG DOLLAR GEN CORP Consumer Defensive 23,606.0 $2.8M 0.01% +1K +5.6% $118.73 -11.5%
857 JEPI J P MORGAN EXCHANGE TRADED F 49,404.0 $2.8M 0.01% NEW $56.68 -1.1%
858 PATK PATRICK INDS INC Consumer Cyclical 25,146.0 $2.8M 0.01% +323.0 +1.3% $111.07 -18.8%
859 FTF FRANKLIN LTD DURATION INCOME Financial Services 477,950.0 $2.8M 0.01% -341K -41.6% $5.83 -0.2%
860 RGLD ROYAL GOLD INC Basic Materials 10,944.0 $2.8M 0.01% +449.0 +4.3% $254.48 -12.3%
Page 43 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%