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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 99 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 INDA ISHARES TR 6,591.0 $309K 0.00% +1K +25.6% $46.84 +2.1%
1962 RCI ROGERS COMMUNICATIONS INC Communication Services 7,998.0 $308K 0.00% NEW $38.53 -8.3%
1963 CRTO CRITEO S A Communication Services 17,168.0 $308K 0.00% -36K -67.7% $17.93 -10.4%
1964 BHE BENCHMARK ELECTRS INC Technology 5,484.0 $308K 0.00% $56.07 +47.6%
1965 WRBY WARBY PARKER INC Healthcare 14,512.0 $306K 0.00% +472.0 +3.4% $21.07 +36.4%
1966 NTLA INTELLIA THERAPEUTICS INC Healthcare 23,840.0 $306K 0.00% -2K -8.8% $12.82 +6.6%
1967 ARM ARM HOLDINGS PLC Technology 2,000.0 $303K 0.00% -422.0 -17.4% $151.28 +42.2%
1968 CGDV CAPITAL GROUP DIVIDEND VALUE 7,109.0 $302K 0.00% NEW $42.54 +12.1%
1969 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 3,163.0 $302K 0.00% -388.0 -10.9% $95.60 +23.4%
1970 BNDX VANGUARD CHARLOTTE FDS 6,289.0 $302K 0.00% +2K +45.5% $48.05 -0.7%
1971 TLK TELEKOMUNIKASI IND Communication Services 16,176.0 $302K 0.00% +218.0 +1.4% $18.68 -11.3%
1972 MKTX MARKETAXESS HLDGS INC Financial Services 1,826.0 $301K 0.00% +69.0 +3.9% $164.98 -16.1%
1973 IPAC ISHARES TR 3,930.0 $301K 0.00% $76.51 +6.7%
1974 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 894.0 $300K 0.00% -225.0 -20.1% $336.13 -11.6%
1975 INNOVATOR ETFS TRUST 10,890.0 $300K 0.00% NEW $27.59
1976 PMAR INNOVATOR ETFS TRUST 6,720.0 $300K 0.00% NEW $44.62 +6.0%
1977 BEONE MEDICINES LTD 1,005.0 $298K 0.00% -113.0 -10.1% $296.97
1978 LKFN LAKELAND FINL CORP Financial Services 5,198.0 $298K 0.00% NEW $57.38 -0.2%
1979 SHOO MADDEN STEVEN LTD Consumer Cyclical 8,736.0 $296K 0.00% +2K +23.1% $33.92 +14.4%
1980 JAVA J P MORGAN EXCHANGE TRADED F 4,125.0 $296K 0.00% +678.0 +19.7% $71.74 +5.6%
Page 99 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%