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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 83 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 IONQ IONQ INC Technology 21,751.0 $627K 0.00% +5K +33.4% $28.83 +71.0%
1642 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 11,023.0 $626K 0.00% +877.0 +8.6% $56.78 +15.6%
1643 FTS FORTIS INC Utilities 11,212.0 $626K 0.00% +311.0 +2.9% $55.79 -1.3%
1644 TEM TEMPUS AI INC Healthcare 13,790.0 $624K 0.00% +251.0 +1.9% $45.22 -3.5%
1645 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 8,360.0 $622K 0.00% +5K +182.0% $74.38 -27.2%
1646 SYBT STOCK YDS BANCORP INC Financial Services 9,379.0 $622K 0.00% -2K -15.8% $66.29 +6.5%
1647 KAI KADANT INC Industrials 2,117.0 $619K 0.00% +234.0 +12.4% $292.35 +7.5%
1648 NTES NETEASE COM INC Technology 5,516.0 $617K 0.00% +497.0 +9.9% $111.93 +1.5%
1649 NMIH NMI HLDGS INC Financial Services 16,396.0 $615K 0.00% +883.0 +5.7% $37.51 +2.8%
1650 ICL ICL GROUP LTD Basic Materials 118,692.0 $615K 0.00% -2K -1.7% $5.18 +24.0%
1651 KBE SPDR SERIES TRUST 10,321.0 $615K 0.00% $59.55 +4.1%
1652 IUSG ISHARES TR 3,958.0 $614K 0.00% +65.0 +1.7% $155.09 +18.4%
1653 CCC CCC INTELLIGENT SOLUTIONS HL Technology 102,086.0 $613K 0.00% +20K +24.8% $6.00 -23.2%
1654 EMXF ISHARES TR 12,792.0 $612K 0.00% +4K +44.7% $47.84 +11.8%
1655 KRUS KURA SUSHI USA INC Consumer Cyclical 8,759.0 $611K 0.00% +185.0 +2.2% $69.79 -26.8%
1656 NTNX NUTANIX INC Technology 16,067.0 $611K 0.00% +9K +116.0% $38.01 +24.8%
1657 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 10,755.0 $611K 0.00% +2K +17.1% $56.77 -14.8%
1658 LEA LEAR CORP Consumer Cyclical 5,042.0 $610K 0.00% +241.0 +5.0% $121.07 +7.7%
1659 TECK TECK RESOURCES LTD Basic Materials 11,779.0 $610K 0.00% -950.0 -7.5% $51.75 +16.4%
1660 CUSHMAN AND WAKEFIELD LTD 49,601.0 $608K 0.00% -11K -18.7% $12.26
Page 83 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%