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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 69 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 ESAB ESAB CORPORATION Industrials 11,243.0 $1.1M 0.00% +1K +13.1% $96.66 -5.7%
1362 CROX CROCS INC Consumer Cyclical 13,085.0 $1.1M 0.00% +984.0 +8.1% $83.02 +31.2%
1363 EXLS EXLSERVICE HLDGS INC Technology 35,660.0 $1.1M 0.00% -7K -17.3% $30.45 -4.0%
1364 GBCI GLACIER BANCORP INC NEW Financial Services 24,278.0 $1.1M 0.00% +15K +152.0% $44.67 +7.0%
1365 SYM SYMBOTIC INC Industrials 20,380.0 $1.1M 0.00% -142.0 -0.7% $53.20 -6.1%
1366 IXJ ISHARES TR 11,579.0 $1.1M 0.00% -3K -21.3% $93.54 +0.6%
1367 DNUT KRISPY KREME INC Consumer Defensive 319,007.0 $1.1M 0.00% $3.39 -1.8%
1368 DNLI DENALI THERAPEUTICS INC Healthcare 56,325.0 $1.1M 0.00% +5K +9.5% $19.20 +0.5%
1369 INGR INGREDION INC Consumer Defensive 9,595.0 $1.1M 0.00% +1K +16.0% $112.66 -9.3%
1370 ONB OLD NATL BANCORP IND Financial Services 48,779.0 $1.1M 0.00% +1K +2.2% $22.10 +7.8%
1371 VOOG VANGUARD ADMIRAL FDS INC 2,637.0 $1.1M 0.00% $407.67 -79.9%
1372 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 17,073.0 $1.1M 0.00% -4K -18.4% $62.70 +20.5%
1373 SMCI SUPER MICRO COMPUTER INC Technology 46,999.0 $1.1M 0.00% -3K -5.2% $22.77 +46.9%
1374 IMO IMPERIAL OIL LTD Energy 8,175.0 $1.1M 0.00% $130.86 +2.3%
1375 TFII TRANSFORCE INC Industrials 9,845.0 $1.1M 0.00% +112.0 +1.1% $108.64 +35.1%
1376 UFPT UFP TECHNOLOGIES INC Healthcare 5,513.0 $1.1M 0.00% +4K +263.9% $193.61 +16.1%
1377 PDD PDD HOLDINGS INC Consumer Cyclical 10,414.0 $1.1M 0.00% -360.0 -3.3% $102.18 -4.3%
1378 MRNA MODERNA INC Healthcare 20,928.0 $1.1M 0.00% +13K +177.4% $50.80 -7.0%
1379 UTZ UTZ BRANDS INC Consumer Defensive 133,818.0 $1.1M 0.00% -6K -4.5% $7.92 -2.5%
1380 SLGN SILGAN HLDGS INC Consumer Cyclical 27,243.0 $1.1M 0.00% +2K +10.0% $38.80 -1.8%
Page 69 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%