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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 63 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 210,049.0 $1.4M 0.01% +193K +1145.5% $6.63 -11.5%
1242 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 32,327.0 $1.4M 0.01% +12K +55.5% $43.06 -0.7%
1243 BROWN FORMAN CORP 51,797.0 $1.4M 0.01% -3K -5.3% $26.81
1244 ENS ENERSYS Industrials 7,984.0 $1.4M 0.01% +156.0 +2.0% $173.72 +37.5%
1245 CECO CECO ENVIRONMENTAL CORP Industrials 23,259.0 $1.4M 0.01% -4K -15.5% $59.58 +35.4%
1246 BROWN FORMAN CORP 52,289.0 $1.4M 0.01% -17K -25.0% $26.50
1247 TKR TIMKEN CO Industrials 13,721.0 $1.4M 0.01% +427.0 +3.2% $100.57 +16.5%
1248 CCK CROWN HLDGS INC Consumer Cyclical 13,696.0 $1.4M 0.01% -171.0 -1.2% $100.25 -3.8%
1249 SUI SUN CMNTYS INC Real Estate 10,886.0 $1.4M 0.01% $126.04 -2.4%
1250 GTLS CHART INDS INC Industrials 6,629.0 $1.4M 0.01% $206.75 +0.7%
1251 LAMR LAMAR ADVERTISING CO Real Estate 10,817.0 $1.4M 0.01% -1K -10.6% $126.66 +20.5%
1252 ORA ORMAT TECHNOLOGIES INC Utilities 12,212.0 $1.4M 0.01% -2K -16.3% $111.92 +19.6%
1253 CPK CHESAPEAKE UTILS CORP Utilities 10,790.0 $1.4M 0.01% +2K +17.2% $126.67 +0.3%
1254 MINT PIMCO ETF TR 13,492.0 $1.4M 0.01% +90.0 +0.7% $100.57 +0.1%
1255 FNF FIDELITY NATL FINL INC Financial Services 29,211.0 $1.4M 0.01% -731.0 -2.4% $46.38 +6.4%
1256 PBT PERMIAN BASIN RTY TR Energy 62,936.0 $1.4M 0.01% $21.52 +39.3%
1257 AMKR AMKOR TECHNOLOGY INC Technology 29,971.0 $1.3M 0.01% +2K +7.7% $45.03 +46.3%
1258 CNO CNO FINL GROUP INC Financial Services 32,851.0 $1.3M 0.01% -2K -5.0% $41.06 +15.4%
1259 R RYDER SYS INC Industrials 6,568.0 $1.3M 0.01% +620.0 +10.4% $204.71 +14.7%
1260 EXPO EXPONENT INC Industrials 20,578.0 $1.3M 0.01% -3K -12.1% $65.25 -12.6%
Page 63 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%