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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 61 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 FOLD AMICUS THERAPEUTIC Healthcare 102,796.0 $1.5M 0.01% +3K +2.7% $14.46 +0.2%
1202 FLS FLOWSERVE CORP Industrials 20,168.0 $1.5M 0.01% +174.0 +0.9% $73.54 -6.5%
1203 CHE CHEMED CORP NEW Healthcare 3,922.0 $1.5M 0.01% +1K +45.3% $377.71 +16.9%
1204 CDW CDW CORP Technology 12,194.0 $1.5M 0.01% +3K +30.3% $121.02 -11.7%
1205 NEAR ISHARES U S ETF TR 28,702.0 $1.5M 0.01% -13K -30.4% $50.83 -0.3%
1206 BURL BURLINGTON STORES INC Consumer Cyclical 4,480.0 $1.5M 0.01% -995.0 -18.2% $325.38 -2.9%
1207 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 24,574.0 $1.5M 0.01% +12K +101.8% $59.27 -18.6%
1208 SIGI SELECTIVE INS GROUP INC Financial Services 19,312.0 $1.5M 0.01% -677.0 -3.4% $75.39 +18.3%
1209 NUSC NUSHARES ETF TR 32,283.0 $1.5M 0.01% $45.06 +8.4%
1210 TEAM ATLASSIAN CORPORATION Technology 21,236.0 $1.4M 0.01% +3K +13.4% $68.25 +26.3%
1211 EMOP AB ACTIVE ETFS INC 33,072.0 $1.4M 0.01% NEW $43.82 +15.7%
1212 HPQ HP INC Technology 75,128.0 $1.4M 0.01% -4K -4.5% $19.29 +13.6%
1213 GTES GATES INDL CORP PLC Industrials 64,005.0 $1.4M 0.01% +6K +11.1% $22.61 +6.5%
1214 MYRG MYR GROUP INC Industrials 5,123.0 $1.4M 0.01% -2K -24.5% $282.31 +55.5%
1215 AVNT AVIENT CORPORATION Basic Materials 39,757.0 $1.4M 0.01% -452.0 -1.1% $36.30 -6.0%
1216 MANH MANHATTAN ASSOCIATES INC Technology 10,836.0 $1.4M 0.01% -574.0 -5.0% $133.12 +1.1%
1217 HIMS HIMS & HERS HEALTH INC Healthcare 69,459.0 $1.4M 0.01% +985.0 +1.4% $20.76 +15.7%
1218 LQD ISHARES TR 13,214.0 $1.4M 0.01% $108.99 -0.8%
1219 GENI GENIUS SPORTS LIMITED Communication Services 324,345.0 $1.4M 0.01% NEW $4.43 +10.4%
1220 GFI GOLD FIELDS LTD Basic Materials 31,591.0 $1.4M 0.01% +12K +60.8% $45.40 -11.7%
Page 61 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%