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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 86 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 BRKR BRUKER CORP Healthcare 15,585.0 $564K 0.00% +5K +43.5% $36.16 +17.8%
1702 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 74,508.0 $562K 0.00% +25K +50.3% $7.54 +1.5%
1703 ALV AUTOLIV INC Consumer Cyclical 5,341.0 $562K 0.00% $105.17 +9.9%
1704 PARR PAR PAC HOLDINGS INC Energy 8,951.0 $561K 0.00% +87.0 +1.0% $62.64 -6.1%
1705 TPG TPG INC Financial Services 13,823.0 $560K 0.00% +313.0 +2.3% $40.51 +2.1%
1706 KOP KOPPERS HOLDINGS INC Basic Materials 14,451.0 $559K 0.00% $38.68 +4.4%
1707 OI O-I GLASS INC Consumer Cyclical 53,088.0 $558K 0.00% -48K -47.4% $10.51 -20.6%
1708 NE NOBLE CORP PLC Energy 11,325.0 $556K 0.00% NEW $49.07 +10.8%
1709 SXI STANDEX INTL CORP Industrials 2,168.0 $553K 0.00% +448.0 +26.1% $254.91 -1.5%
1710 LRN STRIDE INC Consumer Defensive 6,262.0 $552K 0.00% +3K +99.5% $88.17 +1.9%
1711 RVMD REVOLUTION MEDICINES INC Healthcare 5,672.0 $552K 0.00% +1K +25.2% $97.25 +48.5%
1712 ISHARES TR 11,915.0 $551K 0.00% +4K +52.4% $46.23
1713 CELH CELSIUS HLDGS INC Consumer Defensive 15,514.0 $550K 0.00% +335.0 +2.2% $35.48 -17.9%
1714 SIRIUSPOINT LTD 25,530.0 $550K 0.00% -1K -5.1% $21.54
1715 ETSY INC 10,985.0 $549K 0.00% -5K -29.2% $49.98
1716 PVH PVH CORPORATION Consumer Cyclical 7,868.0 $549K 0.00% +199.0 +2.6% $69.76 +15.2%
1717 EXEL EXELIXIS INC Healthcare 12,743.0 $547K 0.00% -309.0 -2.4% $42.89 +16.2%
1718 EMLP FIRST TR EXCHANGE-TRADED FD 12,500.0 $546K 0.00% $43.66 +1.6%
1719 CGGR CAPITAL GROUP GROWTH ETF 13,568.0 $545K 0.00% -6K -30.2% $40.19 +12.5%
1720 NJR NEW JERSEY RES CORP Utilities 9,870.0 $542K 0.00% +168.0 +1.7% $54.95 +4.9%
Page 86 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%