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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2224 New
Page 9 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NEE NEXTERA ENERGY INC Utilities 280,622.0 $22.5M 0.09% NEW $80.28 +19.2%
162 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,159.0 $22.3M 0.09% NEW $5355.63 -97.1%
163 IYR ISHARES TR 236,720.0 $22.2M 0.09% NEW $93.89 +6.3%
164 BLK BLACKROCK INC Financial Services 20,715.0 $22.2M 0.09% NEW $1070.39 +1.1%
165 ADP AUTOMATIC DATA PROCESSING IN Industrials 85,653.0 $22.1M 0.09% NEW $257.67 -16.8%
166 DFSE DIMENSIONAL ETF TRUST 515,409.0 $21.4M 0.08% NEW $41.48 +14.8%
167 ESML ISHARES TR 463,737.0 $21.3M 0.08% NEW $45.98 +10.9%
168 XLY SELECT SECTOR SPDR TR 177,122.0 $21.2M 0.08% NEW $119.41 -2.4%
169 XLF SELECT SECTOR SPDR TR 385,580.0 $21.1M 0.08% NEW $54.77 -6.6%
170 ACN ACCENTURE PLC IRELAND Technology 78,162.0 $21.0M 0.08% NEW $268.46 -37.1%
171 D DOMINION ENERGY INC Utilities 356,659.0 $20.9M 0.08% NEW $58.59 +7.5%
172 HON HONEYWELL INTL INC Industrials 107,071.0 $20.9M 0.08% NEW $195.09 +11.6%
173 QCOM QUALCOMM INC Technology 122,022.0 $20.9M 0.08% NEW $171.05 +17.0%
174 VZ VERIZON COMMUNICATIONS INC Communication Services 512,167.0 $20.9M 0.08% NEW $40.73 +15.5%
175 VRTX VERTEX PHARMACEUTICALS INC Healthcare 45,604.0 $20.7M 0.08% NEW $453.37 -0.7%
176 VONE VANGUARD SCOTTSDALE FDS 66,576.0 $20.6M 0.08% NEW $309.04 +7.7%
177 DSM BNY MELLON STRATEGIC MUN BD Financial Services 3,298,493.0 $20.4M 0.08% NEW $6.17 -1.9%
178 CDNS CADENCE DESIGN SYSTEM INC Technology 65,028.0 $20.3M 0.08% NEW $312.58 +11.1%
179 DE DEERE & CO Industrials 43,373.0 $20.2M 0.08% NEW $465.87 +23.3%
180 KLAC KLA CORP Technology 16,556.0 $20.1M 0.08% NEW $1215.11 +55.8%
Page 9 of 112  ·  2,224 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
Technology 29.3%
Financial Services 28.5%
Consumer Cyclical 8.5%
Communication Services 7.9%
Healthcare 6.9%
Industrials 6.5%
Consumer Defensive 4.9%
Energy 3.1%
Utilities 1.6%
Basic Materials 1.5%