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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 92 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 FRSH FRESHWORKS INC Technology 53,271.0 $428K 0.00% +1K +2.1% $8.03 +11.6%
1822 OFG OFG BANCORP Financial Services 10,564.0 $428K 0.00% +6K +109.2% $40.48 +8.6%
1823 PFBC PREFERRED BK LOS ANGELES CA Financial Services 4,694.0 $426K 0.00% -2K -28.7% $90.69 -0.2%
1824 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 10,843.0 $424K 0.00% -2K -13.2% $39.12 +14.7%
1825 ISHARES TR 7,307.0 $424K 0.00% -574.0 -7.3% $57.96
1826 DRH DIAMONDROCK HOSPITALITY CO Real Estate 44,991.0 $422K 0.00% +1K +2.6% $9.37 +9.9%
1827 PEGA PEGASYSTEMS INC Technology 9,871.0 $420K 0.00% +2K +24.3% $42.56 -20.8%
1828 PSKY PARAMOUNT SKYDANCE CORP Communication Services 46,513.0 $420K 0.00% +1K +2.8% $9.03 +9.6%
1829 LMAT LEMAITRE VASCULAR INC Healthcare 3,831.0 $418K 0.00% -86.0 -2.2% $109.18 -10.9%
1830 VPL VANGUARD INTL EQUITY INDEX F 4,250.0 $415K 0.00% $97.73 +13.3%
1831 TAFI AB ACTIVE ETFS INC 16,472.0 $415K 0.00% -2K -8.4% $25.18 -0.3%
1832 W WAYFAIR INC Consumer Cyclical 5,490.0 $413K 0.00% +104.0 +1.9% $75.21 -22.6%
1833 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 6,626.0 $413K 0.00% $62.29 -0.2%
1834 PENG PENGUIN SOLUTIONS INC Technology 23,443.0 $413K 0.00% -2K -6.2% $17.60 +166.0%
1835 CRVL CORVEL CORP Financial Services 7,537.0 $412K 0.00% -428.0 -5.4% $54.65 +4.5%
1836 ENVA ENOVA INTL INC Financial Services 3,029.0 $411K 0.00% -657.0 -17.8% $135.83 +20.8%
1837 PHO INVESCO EXCHANGE TRADED FD T 6,141.0 $411K 0.00% $66.86 -3.0%
1838 ERII ENERGY RECOVERY INC Industrials 40,619.0 $409K 0.00% -572.0 -1.4% $10.07 -16.5%
1839 S SENTINELONE INC Technology 31,661.0 $408K 0.00% +5K +17.3% $12.88 +30.9%
1840 DOCS DOXIMITY INC Healthcare 17,500.0 $408K 0.00% NEW $23.30 -18.6%
Page 92 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%