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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 67 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 WDS WOODSIDE ENERGY GROUP LTD Energy 49,885.0 $1.2M 0.01% +7K +17.3% $23.88 -4.7%
1322 CHH CHOICE HOTELS INTL INC Consumer Cyclical 11,499.0 $1.2M 0.01% +4K +48.8% $103.50 +7.7%
1323 HST HOST HOTELS & RESORTS INC Real Estate 61,982.0 $1.2M 0.01% -411.0 -0.7% $19.18 +16.8%
1324 WCC WESCO INTL INC Industrials 4,336.0 $1.2M 0.01% +227.0 +5.5% $273.62 +27.9%
1325 GFF GRIFFON CORP Industrials 16,318.0 $1.2M 0.01% -792.0 -4.6% $72.68 +16.5%
1326 RVLV REVOLVE GROUP INC Consumer Cyclical 52,306.0 $1.2M 0.01% +21K +65.5% $22.61 -17.5%
1327 CE CELANESE CORP DEL Basic Materials 17,771.0 $1.2M 0.01% +3K +17.2% $65.77 -19.6%
1328 BEPC BROOKFIELD RENEWABLE CORP Utilities 29,146.0 $1.2M 0.01% -715.0 -2.4% $40.07 -6.1%
1329 ALAB ASTERA LABS INC Technology 10,644.0 $1.2M 0.01% +478.0 +4.7% $109.60 +171.8%
1330 UEC URANIUM ENERGY CORP Energy 86,357.0 $1.2M 0.01% +3K +3.4% $13.50 -5.6%
1331 OMF ONEMAIN HLDGS INC Financial Services 21,715.0 $1.2M 0.01% +312.0 +1.5% $53.49 +0.5%
1332 RB GLOBAL INC 12,115.0 $1.2M 0.01% +791.0 +7.0% $95.85
1333 FNV FRANCO NEV CORP Basic Materials 4,681.0 $1.2M 0.01% -46.0 -1.0% $247.09 -8.6%
1334 FLAGSTAR BANK NATIONAL ASSOC 87,624.0 $1.2M 0.01% +10K +12.5% $13.17
1335 MOH MOLINA HEALTHCARE INC Healthcare 8,650.0 $1.2M 0.01% +2K +35.2% $133.30 +36.0%
1336 FUTU FUTU HLDGS LTD Financial Services 8,410.0 $1.2M 0.01% +188.0 +2.3% $136.76 -9.4%
1337 RKLB ROCKET LAB CORP Industrials 17,824.0 $1.1M 0.01% +4K +26.5% $64.22 +109.1%
1338 TTD THE TRADE DESK INC Technology 50,423.0 $1.1M 0.01% +30K +145.6% $22.69 -7.4%
1339 SBAC SBA COMMUNICATIONS CORP Real Estate 6,646.0 $1.1M 0.01% -311.0 -4.5% $172.13 +20.7%
1340 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 12,409.0 $1.1M 0.01% -184.0 -1.5% $92.04 -9.7%
Page 67 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%