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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 9 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 COP CONOCOPHILLIPS Energy 178,925.0 $23.6M 0.09% -5K -2.7% $132.00 -5.3%
162 LEO BNY MELLON STRATEGIC MUNS IN Financial Services 3,743,950.0 $23.5M 0.09% -42K -1.1% $6.29 -1.4%
163 T AT&T INC Communication Services 805,069.0 $23.3M 0.09% +45K +5.9% $28.99 -15.0%
164 BA BOEING CO Industrials 116,263.0 $23.1M 0.09% +26K +28.3% $199.03 +9.5%
165 TXN TEXAS INSTRS INC Technology 118,547.0 $23.0M 0.09% +6K +5.2% $194.14 +51.8%
166 XLE SELECT SECTOR SPDR TR 374,458.0 $22.9M 0.09% $61.26 -1.2%
167 MUB ISHARES TR 213,106.0 $22.6M 0.09% -5K -2.4% $106.15 -0.3%
168 D DOMINION ENERGY INC Utilities 360,230.0 $22.3M 0.09% +4K +1.0% $61.82 +8.7%
169 SAP SAP SE Technology 129,408.0 $22.2M 0.09% +32K +33.3% $171.21 +6.7%
170 IYR ISHARES TR 233,799.0 $22.1M 0.09% -3K -1.2% $94.56 +6.3%
171 SPGI S&P GLOBAL INC Financial Services 51,207.0 $21.8M 0.09% -3K -5.7% $425.34 -2.1%
172 ESML ISHARES TR 461,532.0 $21.7M 0.09% $47.02 +7.4%
173 DHF BNY MELLON HIGH YIELD STRATE Financial Services 8,846,596.0 $21.6M 0.09% +1.7M +23.7% $2.44 -2.1%
174 DASH DOORDASH INC Communication Services 141,366.0 $21.2M 0.08% $150.15 +6.7%
175 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 3,808,702.0 $21.2M 0.08% +1.1M +42.7% $5.57 +4.8%
176 XLU SELECT SECTOR SPDR TR 461,878.0 $21.2M 0.08% $45.89 -4.5%
177 DFAT DIMENSIONAL ETF TRUST 336,665.0 $21.0M 0.08% -70K -17.3% $62.45 +4.1%
178 ADI ANALOG DEVICES INC Technology 65,957.0 $21.0M 0.08% +2K +3.1% $318.14 +31.4%
179 NVS NOVARTIS AG Healthcare 136,897.0 $20.9M 0.08% +18K +15.2% $152.75 -2.1%
180 MCK MCKESSON CORP Healthcare 23,894.0 $20.7M 0.08% +335.0 +1.4% $865.52 -10.4%
Page 9 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%