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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 48 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 ORI OLD REP INTL CORP Financial Services 59,132.0 $2.4M 0.01% -2K -4.0% $39.90 -0.6%
942 RIO RIO TINTO PLC Basic Materials 25,216.0 $2.4M 0.01% +2K +8.3% $93.45 +10.5%
943 CVLT COMMVAULT SYS INC Technology 30,255.0 $2.4M 0.01% -1K -3.5% $77.89 +36.1%
944 COKE COCA COLA CONS INC Consumer Defensive 12,288.0 $2.4M 0.01% $191.74 -8.0%
945 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 30,851.0 $2.3M 0.01% +5K +19.4% $76.16 +10.9%
946 TS TENARIS S A Energy 40,287.0 $2.3M 0.01% +2K +3.9% $58.18 +4.3%
947 KHC KRAFT HEINZ CO Consumer Defensive 104,198.0 $2.3M 0.01% +15K +17.4% $22.49 +4.7%
948 RWR SPDR SERIES TRUST 23,177.0 $2.3M 0.01% -588.0 -2.5% $100.97 +9.9%
949 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 7,072.0 $2.3M 0.01% +933.0 +15.2% $330.86 -9.2%
950 ACIW ACI WORLDWIDE INC Technology 57,021.0 $2.3M 0.01% +5K +9.7% $41.01 +3.7%
951 MMSI MERIT MED SYS INC Healthcare 33,916.0 $2.3M 0.01% -3K -8.5% $68.93 -7.7%
952 BWXT BWX TECHNOLOGIES INC Industrials 11,380.0 $2.3M 0.01% +259.0 +2.3% $204.49 -1.0%
953 NOVT NOVANTA INC Technology 19,696.0 $2.3M 0.01% +2K +14.2% $118.11 +31.1%
954 ITGR INTEGER HLDGS CORP Healthcare 26,420.0 $2.3M 0.01% +8K +40.0% $88.00 +2.3%
955 ABCB AMERIS BANCORP Financial Services 29,747.0 $2.3M 0.01% +1K +4.2% $78.05 +8.6%
956 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 62,604.0 $2.3M 0.01% +37K +144.0% $37.01 +1.8%
957 UAL UNITED AIRLS HLDGS INC Industrials 24,983.0 $2.3M 0.01% -747.0 -2.9% $92.07 +6.5%
958 CFR CULLEN FROST BANKERS INC Financial Services 16,754.0 $2.3M 0.01% -264.0 -1.6% $137.08 +1.4%
959 HQY HEALTHEQUITY INC Healthcare 27,427.0 $2.3M 0.01% -2K -6.4% $83.57 +3.4%
960 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 17,183.0 $2.3M 0.01% -3K -13.5% $133.11 -14.4%
Page 48 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%