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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 64 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 SANM SANMINA CORP Technology 10,342.0 $1.3M 0.01% -58.0 -0.6% $129.64 +78.3%
1262 CM CANADIAN IMPERIAL BANK OF CO Financial Services 14,081.0 $1.3M 0.01% +345.0 +2.5% $94.90 +21.0%
1263 ESI ELEMENT SOLUTIONS INC Basic Materials 39,139.0 $1.3M 0.01% +6K +18.7% $34.14 +18.2%
1264 MUR MURPHY OIL CORP Energy 32,166.0 $1.3M 0.01% -961.0 -2.9% $41.25 -8.4%
1265 FNB F N B CORP Financial Services 79,214.0 $1.3M 0.01% -937.0 -1.2% $16.72 +4.5%
1266 TXNM ENERGY INC 22,625.0 $1.3M 0.01% -8K -27.1% $58.46
1267 BKH BLACK HILLS CORP Utilities 19,049.0 $1.3M 0.01% -2K -9.4% $69.41 +6.8%
1268 WDFC WD 40 CO Basic Materials 6,463.0 $1.3M 0.01% -284.0 -4.2% $203.95 +2.0%
1269 METALLUS INC 80,579.0 $1.3M 0.01% -3K -3.3% $16.34
1270 ENPH ENPHASE ENERGY INC Energy 34,819.0 $1.3M 0.01% +10K +42.7% $37.81 +64.9%
1271 SGOV ISHARES TR 13,060.0 $1.3M 0.01% +186.0 +1.4% $100.66 -0.1%
1272 MASI MASIMO CORP Healthcare 7,386.0 $1.3M 0.01% +279.0 +3.9% $177.87 +0.4%
1273 CLH CLEAN HARBORS INC Industrials 4,559.0 $1.3M 0.01% +119.0 +2.7% $286.73 -1.5%
1274 TRP TC ENERGY CORP Energy 20,858.0 $1.3M 0.01% $62.61 +11.9%
1275 CR CRANE COMPANY Industrials 7,620.0 $1.3M 0.01% $171.00 +2.6%
1276 AKRE PROFESIONALLY MANAGED PORTFO 24,534.0 $1.3M 0.01% -1K -5.1% $52.85 +3.1%
1277 DALI FIRST TR EXCHANGE TRADED FD 46,346.0 $1.3M 0.01% $27.82 +9.4%
1278 FELE FRANKLIN ELEC INC Industrials 13,988.0 $1.3M 0.01% -877.0 -5.9% $92.17 +4.9%
1279 VYX NCR VOYIX CORPORATION Technology 203,547.0 $1.3M 0.01% -123K -37.7% $6.33 +2.2%
1280 BLDR BUILDERS FIRSTSOURCE INC Industrials 15,554.0 $1.3M 0.01% +1K +9.3% $82.33 -10.3%
Page 64 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%