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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 85 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 FRME FIRST MERCHANTS CORP Financial Services 14,966.0 $580K 0.00% $38.73 +2.2%
1682 WLK WESTLAKE CORPORATION Basic Materials 4,960.0 $579K 0.00% +311.0 +6.7% $116.82 -21.7%
1683 CUZ COUSINS PPTYS INC Real Estate 25,666.0 $579K 0.00% -2K -8.4% $22.57 +16.6%
1684 KRYS KRYSTAL BIOTECH INC Healthcare 2,241.0 $579K 0.00% -40.0 -1.8% $258.32 +12.9%
1685 JKS JINKOSOLAR HLDG CO LTD Energy 22,772.0 $579K 0.00% -196.0 -0.8% $25.41 -6.7%
1686 IUSV ISHARES TR 5,640.0 $577K 0.00% +358.0 +6.8% $102.24 +6.1%
1687 SHAK SHAKE SHACK INC Consumer Cyclical 6,507.0 $576K 0.00% -2K -19.0% $88.47 -32.5%
1688 PDI PIMCO DYNAMIC INCOME FD Financial Services 33,588.0 $575K 0.00% +17K +102.0% $17.11 -3.7%
1689 AXSM AXSOME THERAPEUTICS INC. Healthcare 3,384.0 $572K 0.00% +107.0 +3.3% $169.02 +34.1%
1690 CNR CORE NATURAL RESOURCES INC Energy 5,460.0 $572K 0.00% +917.0 +20.2% $104.73 -19.9%
1691 CCB COASTAL FINL CORP WA Financial Services 7,507.0 $571K 0.00% +4K +116.9% $76.10 -9.5%
1692 SEB SEABOARD CORP DEL Industrials 101.0 $571K 0.00% +45.0 +80.4% $5654.02 -17.7%
1693 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 32,991.0 $571K 0.00% $17.30 +10.8%
1694 CTRE CARETRUST REIT INC Real Estate 15,540.0 $570K 0.00% -960.0 -5.8% $36.65 +13.3%
1695 DUOL DUOLINGO INC Technology 5,775.0 $569K 0.00% +1K +22.7% $98.57 +14.9%
1696 VALE VALE S A Basic Materials 35,739.0 $569K 0.00% +3K +8.6% $15.91 +2.5%
1697 AMTM AMENTUM HOLDINGS INC Industrials 21,794.0 $568K 0.00% -10K -31.7% $26.08 -13.2%
1698 SFBS SERVISFIRST BANCSHARES INC Financial Services 7,781.0 $567K 0.00% +490.0 +6.7% $72.83 +4.6%
1699 CDRE CADRE HLDGS INC Industrials 18,452.0 $566K 0.00% $30.68 -3.6%
1700 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 41,544.0 $564K 0.00% -140K -77.1% $13.57 -4.6%
Page 85 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%