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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 54 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 BEN FRANKLIN RESOURCES INC Financial Services 79,088.0 $1.9M 0.01% -11K -12.7% $23.62 +30.6%
1062 LVS LAS VEGAS SANDS CORP Consumer Cyclical 34,665.0 $1.9M 0.01% +4K +12.6% $53.88 -8.2%
1063 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 22,723.0 $1.9M 0.01% -1K -5.9% $82.13 -17.8%
1064 DCI DONALDSON INC Industrials 21,860.0 $1.9M 0.01% -2K -6.6% $84.87 -2.7%
1065 IXC ISHARES TR 32,169.0 $1.9M 0.01% $57.61 -2.7%
1066 ISCG ISHARES TR 33,787.0 $1.9M 0.01% -4K -10.4% $54.80 +11.8%
1067 BEACON FINANCIAL CORP. 61,623.0 $1.8M 0.01% $30.00
1068 ALC ALCON AG Healthcare 24,410.0 $1.8M 0.01% -668.0 -2.7% $75.35 -9.8%
1069 TEX TEREX CORP NEW Industrials 30,973.0 $1.8M 0.01% +10K +46.5% $59.10 -2.5%
1070 TXT TEXTRON INC Industrials 20,854.0 $1.8M 0.01% +381.0 +1.9% $87.56 +2.2%
1071 FIS FIDELITY NATL INFORMATION SV Technology 38,916.0 $1.8M 0.01% -3K -6.5% $46.91 -7.0%
1072 SCHF SCHWAB STRATEGIC TR 73,702.0 $1.8M 0.01% +13K +21.2% $24.75 +10.5%
1073 SKM SK TELECOM CO LTD Communication Services 62,250.0 $1.8M 0.01% +7K +11.8% $29.29 +29.6%
1074 ACM AECOM Industrials 21,492.0 $1.8M 0.01% -2K -8.8% $84.82 -17.3%
1075 ENTG ENTEGRIS INC Technology 15,534.0 $1.8M 0.01% +2K +13.6% $117.24 +12.1%
1076 ACI ALBERTSONS COS INC Consumer Defensive 106,674.0 $1.8M 0.01% NEW $17.04 -4.5%
1077 NI NISOURCE INC Utilities 38,955.0 $1.8M 0.01% +515.0 +1.3% $46.66 +2.2%
1078 EMN EASTMAN CHEM CO Basic Materials 23,769.0 $1.8M 0.01% -6K -21.1% $76.43 -4.2%
1079 TBBK BANCORP INC DEL Financial Services 33,809.0 $1.8M 0.01% -5K -13.4% $53.73 +2.2%
1080 OHI OMEGA HEALTHCARE INVS INC Real Estate 41,454.0 $1.8M 0.01% -5K -11.2% $43.82 +10.1%
Page 54 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%