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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 50 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 WTS WATTS WATER TECHNOLOGIES INC Industrials 7,486.0 $2.2M 0.01% -323.0 -4.1% $290.29 +3.1%
982 MRCY MERCURY SYS INC Industrials 29,799.0 $2.2M 0.01% -807.0 -2.6% $72.91 +32.2%
983 AR ANTERO RESOURCES CORP Energy 50,963.0 $2.2M 0.01% $42.44 -12.7%
984 WSFS WSFS FINL CORP Financial Services 32,926.0 $2.2M 0.01% +630.0 +1.9% $65.46 +9.7%
985 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 154,770.0 $2.2M 0.01% NEW $13.92 +0.4%
986 E ENI SPA Energy 37,824.0 $2.1M 0.01% +2K +4.9% $56.65 -2.7%
987 BALL BALL CORP Consumer Cyclical 36,168.0 $2.1M 0.01% +1K +4.0% $59.11 -4.7%
988 IP INTERNATIONAL PAPER CO Consumer Cyclical 59,867.0 $2.1M 0.01% -2K -2.7% $35.70 -11.8%
989 PNR PENTAIR PLC Industrials 24,386.0 $2.1M 0.01% -211.0 -0.9% $87.11 -14.8%
990 AVAV AEROVIRONMENT INC Industrials 11,598.0 $2.1M 0.01% -460.0 -3.8% $183.06 -10.9%
991 TRNO TERRENO RLTY CORP Real Estate 34,470.0 $2.1M 0.01% +3K +10.1% $61.51 +7.6%
992 PR PERMIAN RESOURCES CORP Energy 99,316.0 $2.1M 0.01% -7K -6.5% $21.32 -2.0%
993 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 6,403.0 $2.1M 0.01% -2K -26.1% $330.64 -3.2%
994 VICI VICI PPTYS INC Real Estate 76,943.0 $2.1M 0.01% +9K +13.9% $27.35 +3.8%
995 ARW ARROW ELECTRS INC Technology 14,675.0 $2.1M 0.01% +169.0 +1.2% $143.41 +48.4%
996 TECH BIO-TECHNE CORP Healthcare 40,214.0 $2.1M 0.01% +286.0 +0.7% $52.26 -10.6%
997 NOV NOV INC Energy 111,502.0 $2.1M 0.01% -3K -3.0% $18.81 +10.9%
998 SOUTHSTATE BK CORP 22,659.0 $2.1M 0.01% +2K +11.7% $92.52
999 MPLX MPLX LP Energy 36,711.0 $2.1M 0.01% -2K -4.8% $57.07 -2.5%
1000 IXUS ISHARES TR 24,152.0 $2.1M 0.01% +949.0 +4.1% $86.64 +9.8%
Page 50 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%