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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 70 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 MIDD MIDDLEBY CORP Industrials 7,956.0 $1.1M 0.00% -786.0 -9.0% $132.58 +9.5%
1382 IBB ISHARES TR 6,237.0 $1.1M 0.00% $168.86 +0.1%
1383 XBI SPDR SERIES TRUST 8,244.0 $1.1M 0.00% +1K +16.5% $127.73 +4.0%
1384 GVA GRANITE CONSTR INC Industrials 8,752.0 $1.0M 0.00% -1K -13.3% $119.95 +6.4%
1385 PIPR PIPER SANDLER COMPANIES Financial Services 13,696.0 $1.0M 0.00% NEW $76.55 +4.6%
1386 MMS MAXIMUS INC Industrials 16,258.0 $1.0M 0.00% +1K +6.6% $64.10 -4.2%
1387 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 4,977.0 $1.0M 0.00% -869.0 -14.9% $209.06 +16.5%
1388 GBX GREENBRIER COS INC Industrials 19,757.0 $1.0M 0.00% +175.0 +0.9% $52.65 -7.5%
1389 PATHWARD FINANCIAL INC 11,646.0 $1.0M 0.00% +128.0 +1.1% $89.23
1390 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 24,918.0 $1.0M 0.00% -3K -11.1% $41.63 +26.0%
1391 VHT VANGUARD WORLD FD 3,804.0 $1.0M 0.00% +759.0 +24.9% $272.37 +1.5%
1392 EXP EAGLE MATLS INC Basic Materials 5,458.0 $1.0M 0.00% +1K +24.2% $189.44 +5.1%
1393 CATY CATHAY GEN BANCORP Financial Services 20,712.0 $1.0M 0.00% -783.0 -3.6% $49.86 +14.8%
1394 WHD CACTUS INC Energy 21,794.0 $1.0M 0.00% +8K +59.8% $47.37 +31.2%
1395 AIR LEASE CORP 15,873.0 $1.0M 0.00% -2K -9.5% $65.01
1396 VTRS VIATRIS INC Healthcare 76,019.0 $1.0M 0.00% $13.51 +22.8%
1397 LSTR LANDSTAR SYS INC Industrials 6,394.0 $1.0M 0.00% +1K +30.4% $160.32 +19.2%
1398 SPH SUBURBAN PROPANE PARTNERS L Utilities 51,854.0 $1.0M 0.00% $19.69 +3.7%
1399 ASB ASSOCIATED BANC-CORP Financial Services 39,454.0 $1.0M 0.00% -10K -20.3% $25.86 +8.5%
1400 ULS UL SOLUTIONS INC Industrials 11,888.0 $1.0M 0.00% NEW $85.71 +19.0%
Page 70 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%