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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 7 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PEP PEPSICO INC Consumer Defensive 213,247.0 $33.1M 0.13% -12K -5.5% $155.29 -4.0%
122 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 3,088,392.0 $33.0M 0.13% +346K +12.6% $10.69 +2.1%
123 AMGN AMGEN INC Healthcare 92,288.0 $32.5M 0.13% $351.85 -7.8%
124 AXP AMERICAN EXPRESS CO Financial Services 106,711.0 $32.3M 0.13% +4K +3.4% $302.48 +3.2%
125 UNH UNITEDHEALTH GROUP INC Healthcare 118,900.0 $32.2M 0.13% -9K -7.3% $270.59 +45.6%
126 PGR PROGRESSIVE CORP Financial Services 159,360.0 $31.6M 0.13% -24K -13.0% $198.24 +0.8%
127 LOW LOWES COS INC Consumer Cyclical 132,532.0 $31.3M 0.12% +1K +1.0% $236.28 -7.6%
128 AVDV AMERICAN CENTY ETF TR 312,794.0 $31.2M 0.12% +11K +3.8% $99.86 +8.5%
129 DFAU DIMENSIONAL ETF TRUST 680,196.0 $30.7M 0.12% +16K +2.4% $45.12 +12.3%
130 JBBB JANUS DETROIT STR TR 650,148.0 $30.3M 0.12% +113K +21.0% $46.61 +1.6%
131 UNP UNION PAC CORP Industrials 122,908.0 $29.8M 0.12% +1K +0.9% $242.62 +11.5%
132 DFAI DIMENSIONAL ETF TRUST 755,946.0 $29.5M 0.12% $38.96 +5.6%
133 MS MORGAN STANLEY Financial Services 176,081.0 $29.0M 0.12% -4K -2.3% $164.57 +17.0%
134 OEF ISHARES TR 90,586.0 $28.8M 0.12% -4K -4.2% $318.07 +16.0%
135 IBM INTERNATIONAL BUSINESS MACHS Technology 118,559.0 $28.7M 0.11% +3K +2.5% $242.39 -9.5%
136 NDAQ NASDAQ INC Financial Services 332,035.0 $28.2M 0.11% -23K -6.5% $84.89 +7.3%
137 VEU VANGUARD INTL EQUITY INDEX F 371,264.0 $27.9M 0.11% +18K +5.1% $75.10 +8.5%
138 SHOP SHOPIFY INC Technology 233,548.0 $27.7M 0.11% +36K +18.0% $118.62 -15.5%
139 ISRG INTUITIVE SURGICAL INC Healthcare 58,881.0 $27.1M 0.11% +5K +9.3% $460.99 -8.6%
140 ABT ABBOTT LABORATORIES Healthcare 263,579.0 $27.1M 0.11% -3K -1.2% $102.67 -14.4%
Page 7 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%