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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 95 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 IPAR INTERPARFUMS INC Consumer Defensive 4,095.0 $372K 0.00% NEW $90.84 -3.8%
1882 BKAG BNY MELLON ETF TRUST 8,813.0 $372K 0.00% NEW $42.20 -1.8%
1883 SFLO VICTORY PORTFOLIOS II 12,358.0 $371K 0.00% $30.03 +7.2%
1884 SMG SCOTTS MIRACLE-GRO CO Basic Materials 6,101.0 $371K 0.00% +770.0 +14.4% $60.81 -5.4%
1885 PTEN PATTERSON-UTI ENERGY INC Energy 34,227.0 $371K 0.00% $10.83 +18.7%
1886 PRGS PROGRESS SOFTWARE CORP Technology 14,398.0 $369K 0.00% +6K +76.8% $25.65 +13.8%
1887 SPHQ INVESCO EXCHANGE TRADED FD T 4,898.0 $368K 0.00% $75.19 +9.1%
1888 APG API GROUP CORP Industrials 9,085.0 $368K 0.00% +342.0 +3.9% $40.52 +1.5%
1889 LYFT LYFT INC Technology 27,590.0 $367K 0.00% +4K +19.0% $13.30 +0.5%
1890 RITM RITHM CAPITAL CORP Real Estate 38,694.0 $367K 0.00% -4K -8.8% $9.48 -3.7%
1891 EGBN EAGLE BANCORPORATION INC Financial Services 14,740.0 $367K 0.00% $24.87 +0.9%
1892 EPI WISDOMTREE TR 8,968.0 $366K 0.00% +301.0 +3.5% $40.80 +1.5%
1893 CABO CABLE ONE INC Communication Services 4,009.0 $366K 0.00% $91.21 -47.9%
1894 FEDERATED HERMES INC 6,428.0 $365K 0.00% $56.71
1895 CWT CALIFORNIA WTR SVC GROUP Utilities 8,002.0 $363K 0.00% -2K -15.8% $45.34 -6.3%
1896 PHIN PHINIA INC Consumer Cyclical 5,282.0 $361K 0.00% -97.0 -1.8% $68.43 +9.7%
1897 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 9,996.0 $361K 0.00% $36.12 +6.4%
1898 BBAX J P MORGAN EXCHANGE TRADED F 6,048.0 $360K 0.00% -236.0 -3.8% $59.46 +2.6%
1899 WEN WENDYS CO Consumer Cyclical 51,460.0 $358K 0.00% +15K +43.0% $6.95 +12.8%
1900 SHLD GLOBAL X FDS 5,047.0 $358K 0.00% $70.84 -9.6%
Page 95 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%