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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 45 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 UMBF UMB FINL CORP Financial Services 23,789.0 $2.7M 0.01% -1K -4.4% $112.86 +15.3%
882 IVZ INVESCO LTD Financial Services 110,532.0 $2.7M 0.01% -7K -5.9% $24.29 +11.1%
883 GXO GXO LOGISTICS INCORPORATED Industrials 51,735.0 $2.7M 0.01% +420.0 +0.8% $51.85 -9.9%
884 OGS ONE GAS INC Utilities 31,124.0 $2.7M 0.01% -11K -25.3% $86.13 -4.4%
885 BOOT BOOT BARN HLDGS INC Consumer Cyclical 18,249.0 $2.7M 0.01% -2K -8.8% $146.36 +5.6%
886 LYV LIVE NATION ENTERTAINMENT IN Communication Services 17,449.0 $2.7M 0.01% +2K +12.8% $152.51 +8.8%
887 OPP RIVERNORTH DOUBLELINE STRATE Financial Services 346,143.0 $2.7M 0.01% +213K +160.0% $7.67 -0.4%
888 PPL PPL CORP Utilities 69,267.0 $2.6M 0.01% +15K +27.9% $38.24 -7.3%
889 ALB ALBEMARLE CORP Basic Materials 14,745.0 $2.6M 0.01% +999.0 +7.3% $179.58 -5.4%
890 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 13,947.0 $2.6M 0.01% +3K +24.7% $189.05 +26.6%
891 GLNG GOLAR LNG LTD Energy 48,591.0 $2.6M 0.01% -2K -3.0% $54.11 -3.3%
892 KIM KIMCO REALTY CORP Real Estate 116,683.0 $2.6M 0.01% -2K -1.9% $22.47 +7.0%
893 FIVE FIVE BELOW INC Consumer Cyclical 11,450.0 $2.6M 0.01% +257.0 +2.3% $228.46 -3.8%
894 MFC MANULIFE FINL CORP Financial Services 75,835.0 $2.6M 0.01% +6K +8.0% $34.41 +13.5%
895 BNL BROADSTONE NET LEASE INC Real Estate 141,704.0 $2.6M 0.01% -13K -8.6% $18.27 +11.7%
896 EVR EVERCORE INC Financial Services 8,595.0 $2.6M 0.01% +2K +24.2% $298.52 +16.0%
897 EMEQ NOMURA ETF TR 56,874.0 $2.6M 0.01% NEW $45.10 +42.7%
898 JKHY HENRY JACK & ASSOC INC Technology 16,159.0 $2.6M 0.01% -2K -10.9% $158.04 -11.7%
899 FBP FIRST BANCORP CORPORATION Financial Services 119,060.0 $2.5M 0.01% -10K -7.6% $21.36 +13.1%
900 NVR NVR INC Consumer Cyclical 385.0 $2.5M 0.01% -98.0 -20.3% $6589.83 -8.2%
Page 45 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%