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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 65 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CNI CANADIAN NATL RY CO Industrials 12,435.0 $1.3M 0.01% $102.77 +11.1%
1282 IGM ISHARES TR 10,782.0 $1.3M 0.01% $118.51 +31.5%
1283 LOGI LOGITECH INTL S A Technology 14,019.0 $1.3M 0.01% -93.0 -0.7% $91.12 +16.1%
1284 AAON AAON INC Industrials 15,419.0 $1.3M 0.01% -585.0 -3.7% $82.75 +60.0%
1285 FCN FTI CONSULTING INC Industrials 7,210.0 $1.3M 0.01% +497.0 +7.4% $176.77 -13.3%
1286 IEX IDEX CORP Industrials 6,699.0 $1.3M 0.01% +221.0 +3.4% $189.55 +8.5%
1287 HIW HIGHWOODS PPTYS INC Real Estate 59,263.0 $1.3M 0.01% +27K +83.7% $21.41 +19.3%
1288 CNA CNA FINL CORP Financial Services 27,551.0 $1.3M 0.01% -850.0 -3.0% $45.92 -3.5%
1289 FCFS FIRSTCASH HOLDINGS INC Financial Services 6,707.0 $1.3M 0.01% +175.0 +2.7% $188.00 +20.4%
1290 NOG NORTHERN OIL & GAS INC Energy 43,076.0 $1.3M 0.01% +3K +6.9% $29.24 -19.2%
1291 COOPER COS INC 17,577.0 $1.3M 0.01% +462.0 +2.7% $71.50
1292 JHG JANUS HENDERSON GROUP PLC Financial Services 24,421.0 $1.3M 0.01% -954.0 -3.8% $51.37 +0.6%
1293 PRIM PRIMORIS SVCS CORP Industrials 8,766.0 $1.3M 0.01% +990.0 +12.7% $143.04 -25.4%
1294 SBI WESTERN ASSET INTER MUNI Financial Services 163,208.0 $1.3M 0.01% +76K +87.7% $7.68 +0.9%
1295 OC OWENS CORNING NEW Industrials 11,551.0 $1.3M 0.01% -299.0 -2.5% $108.26 +7.2%
1296 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 110,581.0 $1.2M 0.01% +18K +19.8% $11.27 +17.5%
1297 CWEN CLEARWAY ENERGY INC Utilities 31,681.0 $1.2M 0.01% +1K +3.5% $39.29 -2.9%
1298 OZK BANK OZK LITTLE ROCK ARK Financial Services 27,093.0 $1.2M 0.01% +272.0 +1.0% $45.89 +5.0%
1299 BBEU J P MORGAN EXCHANGE TRADED F 17,169.0 $1.2M 0.01% $72.41 +7.5%
1300 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 114,725.0 $1.2M 0.01% NEW $10.83 +0.2%
Page 65 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%