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Portfolio (Quarterly) Guide ↗

Pathway Financial Advisers, LLC

· CIK 0002024152
13F Portfolio $345M AUM 163 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 68 Added 52 Reduced 215 Exited
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TFC TRUIST FINL CORP COM Financial Services 44,609.0 $2.2M 0.64% -1K -2.3% $49.21 -4.2%
22 KLAC KLA CORP COM NEW Technology 1,667.0 $2.0M 0.59% -24.0 -1.4% $1214.99 +55.8%
23 WLKP WESTLAKE CHEM PARTNERS LP COM UNIT RP LP Basic Materials 103,377.0 $2.0M 0.57% -4K -3.5% $19.00 +21.1%
24 HD HOME DEPOT INC Consumer Cyclical 5,638.0 $1.9M 0.56% -85.0 -1.5% $344.11 -11.6%
25 GLW CORNING INC Technology 20,975.0 $1.8M 0.53% -661.0 -3.1% $87.56 +137.9%
26 SLF SUN LIFE FINANCIAL INC COM NPV ISIN #CA8667961053 SEDOL #2566124 Financial Services 24,517.0 $1.5M 0.44% -270.0 -1.1% $62.40 +14.8%
27 MRVL MARVELL TECHNOLOGY INC COM Technology 17,112.0 $1.5M 0.42% -142.0 -0.8% $84.98 +114.8%
28 GOOG ALPHABET INC CAP STK CL C Communication Services 4,517.0 $1.4M 0.41% -50.0 -1.1% $313.79 +26.6%
29 UPS UNITED PARCEL SERVICE INC CL B Industrials 14,129.0 $1.4M 0.41% -468.0 -3.2% $99.19 -0.8%
30 AXP AMERICAN EXPRESS CO COM USD0 20 Financial Services 3,564.0 $1.3M 0.38% -20.0 -0.6% $369.94 -15.3%
31 GPC GENUINE PARTS CO COM USD1 00 Consumer Cyclical 10,009.0 $1.2M 0.36% -480.0 -4.6% $122.95 -21.0%
32 WTRG ESSENTIAL UTILS INC COM Utilities 31,919.0 $1.2M 0.35% -599.0 -1.8% $38.36 -2.2%
33 TXN TEXAS INSTRUMENTS INC COM USD1 00 Technology 6,531.0 $1.1M 0.33% -94.0 -1.4% $173.48 +76.6%
34 NSC NORFOLK SOUTHN CORP COM Industrials 3,849.0 $1.1M 0.32% -82.0 -2.1% $288.69 +10.0%
35 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,604.0 $929K 0.27% -39.0 -2.4% $579.34 -22.6%
36 BLK BLACKROCK INC COM Financial Services 806.0 $863K 0.25% -24.0 -2.9% $1070.74 +1.0%
37 NNN NNN REIT INC COM Real Estate 19,360.0 $767K 0.22% -175.0 -0.9% $39.63 +10.4%
38 COST COSTCO WHOLESALE CORP COM Consumer Defensive 824.0 $711K 0.21% -20.0 -2.4% $862.33 +20.7%
39 MAA MID-AMER APT CMNTYS INC COM Real Estate 5,030.0 $699K 0.20% -120.0 -2.3% $138.92 -8.4%
40 AMT AMERICAN TOWER CORP NEW COM Real Estate 3,869.0 $679K 0.20% -419.0 -9.8% $175.56 -2.8%
Page 2 of 3  ·  52 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 18.6%
Technology 17.8%
Industrials 10.4%
Healthcare 10.2%
Energy 10.0%
Utilities 8.2%
Real Estate 7.8%
Consumer Defensive 6.1%
Basic Materials 4.5%
Consumer Cyclical 3.4%