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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 79 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 WIX WIX COM LTD Technology 8,208.0 $739K 0.00% +5K +132.7% $90.07 -40.7%
1562 UFPI UFP INDUSTRIES INC Basic Materials 8,021.0 $739K 0.00% +476.0 +6.3% $92.12 -14.1%
1563 CFA VICTORY PORTFOLIOS II 8,048.0 $736K 0.00% $91.48 +4.0%
1564 AESI ATLAS ENERGY SOLUTIONS INC Energy 56,082.0 $736K 0.00% -101K -64.3% $13.12 +50.5%
1565 CHGX EA SERIES TRUST 27,164.0 $729K 0.00% -628.0 -2.3% $26.82 +16.5%
1566 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 28,149.0 $729K 0.00% +1K +4.5% $25.88 +3.8%
1567 SLM SLM CORP Financial Services 34,026.0 $729K 0.00% +2K +6.9% $21.41 +0.2%
1568 CRCL PUT CIRCLE INTERNET GROUP INC Financial Services 85,000.0 $726K 0.00% NEW $8.54 +1199.8%
1569 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 38,751.0 $725K 0.00% -471.0 -1.2% $18.70 -20.9%
1570 CC CHEMOURS CO Basic Materials 32,857.0 $724K 0.00% +1K +3.9% $22.03 +1.1%
1571 BBWI BATH & BODY WORKS INC Consumer Cyclical 38,765.0 $724K 0.00% $18.67 -9.6%
1572 TFX TELEFLEX INCORPORATED Healthcare 6,049.0 $724K 0.00% +2K +38.0% $119.61 +11.0%
1573 KRG KITE REALTY GROUP TRUST Real Estate 29,235.0 $718K 0.00% -410.0 -1.4% $24.55 +6.6%
1574 SMH VANECK ETF TRUST 1,871.0 $717K 0.00% +10.0 +0.5% $383.40 +47.1%
1575 PBR PETROLEO BRASILEIRO S A Energy 34,505.0 $716K 0.00% +7K +24.6% $20.75 -1.6%
1576 GEN GEN DIGITAL INC Technology 38,021.0 $716K 0.00% -23K -37.4% $18.83 +29.2%
1577 ROKU ROKU INC Communication Services 7,564.0 $716K 0.00% +1K +16.9% $94.62 +27.4%
1578 IAC IAC INC Technology 17,824.0 $713K 0.00% +3K +20.1% $40.03 +0.6%
1579 ARKK ARK ETF TR 10,536.0 $712K 0.00% -183.0 -1.7% $67.59 +12.2%
1580 TTAN SERVICETITAN INC Technology 11,172.0 $709K 0.00% +1K +11.1% $63.46 -1.6%
Page 79 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%