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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 57 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 VEEV VEEVA SYS INC Healthcare 9,439.0 $1.7M 0.01% -1K -9.8% $175.66 -6.1%
1122 SKEENA RES LTD NEW 55,765.0 $1.7M 0.01% +475.0 +0.9% $29.72
1123 LUV SOUTHWEST AIRLS CO Industrials 43,970.0 $1.7M 0.01% +2K +4.2% $37.67 +8.3%
1124 VOX VANGUARD WORLD FD 9,208.0 $1.7M 0.01% -683.0 -6.9% $179.84 +8.9%
1125 HRB BLOCK H & R INC Consumer Cyclical 51,766.0 $1.7M 0.01% +29K +126.1% $31.88 +18.8%
1126 CNH INDL N V 149,899.0 $1.6M 0.01% +19K +14.6% $11.00
1127 MSA MSA SAFETY INC Industrials 10,044.0 $1.6M 0.01% -73.0 -0.7% $163.96 +2.8%
1128 SHV ISHARES TR 14,882.0 $1.6M 0.01% -390.0 -2.5% $110.39 -0.1%
1129 CALX CALIX INC Technology 33,491.0 $1.6M 0.01% +1K +3.5% $48.99 -21.6%
1130 SM SM ENERGY COMPANY Energy 52,534.0 $1.6M 0.01% +36K +209.9% $31.18 +11.6%
1131 DCO DUCOMMUN INC DEL Industrials 13,423.0 $1.6M 0.01% -103.0 -0.8% $122.00 +17.1%
1132 ZS ZSCALER INC Technology 11,647.0 $1.6M 0.01% +3K +32.3% $140.30 +24.3%
1133 EXPAND ENERGY CORPORATION 14,836.0 $1.6M 0.01% +237.0 +1.6% $109.78
1134 MHK MOHAWK INDS INC Consumer Cyclical 16,541.0 $1.6M 0.01% -3K -14.4% $98.46 +3.9%
1135 J JACOBS SOLUTIONS INC Industrials 12,790.0 $1.6M 0.01% -3K -16.4% $127.28 -10.4%
1136 FSS FEDERAL SIGNAL CORP Industrials 15,045.0 $1.6M 0.01% -515.0 -3.3% $108.14 +3.2%
1137 HP HELMERICH & PAYNE INC Energy 45,117.0 $1.6M 0.01% +563.0 +1.3% $36.03 +9.9%
1138 CPA COPA HOLDINGS SA Industrials 14,294.0 $1.6M 0.01% -2K -13.5% $113.61 +20.6%
1139 IRIDIUM COMMUNICATIONS INC 58,279.0 $1.6M 0.01% +5K +9.8% $27.74
1140 LECO LINCOLN ELEC HLDGS INC Industrials 6,488.0 $1.6M 0.01% -1K -16.7% $249.11 +4.4%
Page 57 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%