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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 94 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 CRC CALIFORNIA RES CORP Energy 5,664.0 $392K 0.00% NEW $69.22 -11.7%
1862 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 4,276.0 $392K 0.00% -304.0 -6.6% $91.65 +6.0%
1863 TREX TREX INC Industrials 10,742.0 $391K 0.00% -3K -24.0% $36.42 +2.8%
1864 HOMB HOME BANCSHARES INC Financial Services 14,490.0 $390K 0.00% -3K -15.4% $26.93 -4.6%
1865 PLAB PHOTRONICS INC Technology 9,642.0 $390K 0.00% +276.0 +3.0% $40.41 +23.8%
1866 SPIB SPDR SERIES TRUST 11,596.0 $389K 0.00% +219.0 +1.9% $33.54 -0.8%
1867 IREN IREN LIMITED Financial Services 11,294.0 $387K 0.00% -2K -16.5% $34.28 +54.4%
1868 RPG INVESCO EXCHANGE TRADED FD T 8,280.0 $387K 0.00% $46.74 +19.7%
1869 PBI PITNEY BOWES INC Industrials 34,746.0 $384K 0.00% +842.0 +2.5% $11.05 +42.5%
1870 TLN TALEN ENERGY CORP Utilities 1,199.0 $383K 0.00% +47.0 +4.1% $319.23 +4.7%
1871 LAZ LAZARD INC Financial Services 8,942.0 $380K 0.00% -678.0 -7.0% $42.48 +6.5%
1872 IOO ISHARES TR 3,134.0 $379K 0.00% -5K -62.7% $120.97 +16.5%
1873 TRN TRINITY INDS INC Industrials 11,740.0 $378K 0.00% -70.0 -0.6% $32.18 +6.5%
1874 GRAB GRAB HOLDINGS LIMITED Technology 103,147.0 $378K 0.00% +33K +47.6% $3.66 -3.0%
1875 NEOG NEOGEN CORP Healthcare 40,623.0 $377K 0.00% +3K +9.1% $9.29 -11.8%
1876 FELG FIDELITY COVINGTON TRUST 10,011.0 $375K 0.00% $37.49 +17.1%
1877 EXTR EXTREME NETWORKS INC Technology 24,844.0 $375K 0.00% $15.08 +63.5%
1878 RDN RADIAN GROUP INC Financial Services 11,309.0 $374K 0.00% NEW $33.08 +11.6%
1879 AAL AMERICAN AIRLINES GROUP INC Industrials 34,776.0 $373K 0.00% +8K +29.8% $10.74 +15.1%
1880 ESGE ISHARES INC 8,183.0 $372K 0.00% $45.47 +14.0%
Page 94 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%