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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 19 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DRI DARDEN RESTAURANTS INC Consumer Cyclical 20,130.0 $3.9M 0.02% +2K +13.3% $196.04 +1.0%
362 DINO HF SINCLAIR CORP Energy 63,086.0 $3.9M 0.02% +1K +2.2% $62.39 +13.1%
363 SAIA SAIA INC Industrials 11,158.0 $3.9M 0.02% +141.0 +1.3% $351.27 +33.8%
364 TRMB TRIMBLE INC Technology 59,787.0 $3.9M 0.02% +4K +7.0% $65.23 -15.3%
365 SCHB SCHWAB STRATEGIC TR 154,670.0 $3.9M 0.01% +14K +10.3% $25.10 +13.3%
366 CACI CACI INTL INC Technology 7,132.0 $3.9M 0.01% +157.0 +2.2% $543.90 -9.4%
367 DTM DT MIDSTREAM INC Energy 28,617.0 $3.9M 0.01% +279.0 +1.0% $135.14 +12.0%
368 TYL TYLER TECHNOLOGIES INC Technology 11,248.0 $3.9M 0.01% +2K +21.6% $342.36 -7.9%
369 ODFL OLD DOMINION FREIGHT LINE IN Industrials 19,700.0 $3.8M 0.01% +1K +6.7% $195.40 +7.0%
370 ES EVERSOURCE ENERGY Utilities 54,971.0 $3.8M 0.01% +8K +18.0% $69.28 -0.3%
371 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 55,423.0 $3.7M 0.01% +2K +3.2% $67.07 +26.5%
372 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2,941.0 $3.7M 0.01% +102.0 +3.6% $1261.09 -14.9%
373 CXE MFS HIGH INCOME MUN TR Financial Services 999,681.0 $3.7M 0.01% +124K +14.1% $3.71 -1.9%
374 IRM IRON MTN INC DEL Real Estate 36,209.0 $3.7M 0.01% +1K +4.1% $102.32 +22.6%
375 FN FABRINET Technology 7,099.0 $3.7M 0.01% +366.0 +5.4% $521.52 +27.3%
376 IX ORIX CORP Financial Services 123,362.0 $3.7M 0.01% +1K +1.0% $29.99 +28.8%
377 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 329,670.0 $3.7M 0.01% +2K +0.6% $11.15 +2.1%
378 GOVT ISHARES TR 160,083.0 $3.7M 0.01% +141K +759.0% $22.91 -1.4%
379 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 40,688.0 $3.7M 0.01% +1K +2.8% $90.11 +14.1%
380 STZ CONSTELLATION BRANDS INC Consumer Defensive 24,345.0 $3.7M 0.01% +615.0 +2.6% $150.00 -0.8%
Page 19 of 50  ·  982 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%