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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 90 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 LOPE GRAND CANYON ED INC Consumer Defensive 2,738.0 $466K 0.00% -3K -54.4% $170.03 -5.3%
1782 BXSL BLACKSTONE SECD LENDING FD Financial Services 19,641.0 $465K 0.00% -14K -41.6% $23.69 -0.2%
1783 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 3,101.0 $464K 0.00% -283.0 -8.4% $149.52 +6.5%
1784 ASH ASHLAND INC Basic Materials 8,246.0 $459K 0.00% -424.0 -4.9% $55.61 -0.6%
1785 TRST TRUSTCO BK CORP N Y Financial Services 10,433.0 $457K 0.00% -238.0 -2.2% $43.78 +12.9%
1786 AAOI APPLIED OPTOELECTRONICS INC Technology 5,382.0 $455K 0.00% -2K -25.1% $84.59 +103.2%
1787 TFLO ISHARES TR 8,987.0 $455K 0.00% $50.63 -0.1%
1788 XPEV XPENG INC Consumer Cyclical 26,582.0 $455K 0.00% -4K -13.3% $17.11 -12.8%
1789 BZ KANZHUN LIMITED Industrials 33,836.0 $453K 0.00% +14K +69.4% $13.39 +5.4%
1790 PPA INVESCO EXCHANGE TRADED FD T 2,733.0 $453K 0.00% +330.0 +13.7% $165.70 -0.3%
1791 DDS DILLARDS INC Consumer Cyclical 791.0 $453K 0.00% -114.0 -12.6% $572.14 -6.6%
1792 CARG CARGURUS INC Consumer Cyclical 13,215.0 $450K 0.00% +7K +130.3% $34.05 -16.3%
1793 ARKW ARK ETF TR 3,717.0 $448K 0.00% $120.61 +17.1%
1794 TDS TELEPHONE & DATA SYS INC Communication Services 10,631.0 $448K 0.00% +863.0 +8.8% $42.10 -1.4%
1795 KD KYNDRYL HLDGS INC Technology 34,095.0 $447K 0.00% +16K +84.6% $13.12 -7.9%
1796 SSL SASOL LTD Basic Materials 34,475.0 $447K 0.00% +2K +6.0% $12.96 +4.2%
1797 OMCL OMNICELL COM Healthcare 13,380.0 $447K 0.00% -8K -36.7% $33.38 +31.3%
1798 NGVT INGEVITY CORP Basic Materials 6,231.0 $444K 0.00% -1K -18.0% $71.23 -8.1%
1799 WAY WAYSTAR HLDG CORP Technology 18,316.0 $442K 0.00% NEW $24.11 -18.5%
1800 ANDE ANDERSONS INC Consumer Defensive 6,151.0 $442K 0.00% -40.0 -0.7% $71.78 -1.5%
Page 90 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%