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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 22 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NUVEEN REAL ESTATE INCOME FD 418,120.0 $3.1M 0.01% +49K +13.4% $7.46
422 RMBS RAMBUS INC DEL Technology 36,183.0 $3.1M 0.01% +10K +36.3% $86.03 +54.5%
423 HAS HASBRO INC Consumer Cyclical 32,707.0 $3.1M 0.01% +6K +24.6% $93.60 -4.8%
424 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 15,352.0 $3.0M 0.01% +1K +8.1% $197.50 +19.5%
425 A AGILENT TECHNOLOGIES INC Healthcare 26,552.0 $3.0M 0.01% +590.0 +2.3% $114.00 -2.2%
426 F FORD MTR CO Consumer Cyclical 260,326.0 $3.0M 0.01% +30K +12.9% $11.54 +14.8%
427 TWLO TWILIO INC Communication Services 23,822.0 $3.0M 0.01% +2K +7.1% $125.82 +49.2%
428 DKS DICKS SPORTING GOODS INC Consumer Cyclical 15,057.0 $3.0M 0.01% +149.0 +1.0% $198.72 +9.9%
429 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 28,252.0 $3.0M 0.01% +12K +71.8% $105.40 -3.4%
430 OLED UNIVERSAL DISPLAY CORP Technology 32,351.0 $3.0M 0.01% +14K +73.2% $91.66 -2.2%
431 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 10,190.0 $3.0M 0.01% +430.0 +4.4% $290.95 -13.3%
432 AMRIZE LTD 52,453.0 $2.9M 0.01% +22K +69.9% $56.02
433 HLI HOULIHAN LOKEY INC Financial Services 20,409.0 $2.9M 0.01% +346.0 +1.7% $143.62 +4.0%
434 NTAP NETAPP INC Technology 28,575.0 $2.9M 0.01% +2K +6.9% $102.39 +17.5%
435 BIL SPDR SERIES TRUST 31,841.0 $2.9M 0.01% +21K +185.8% $91.64 -0.1%
436 ALKS ALKERMES PLC Healthcare 81,988.0 $2.9M 0.01% +4K +4.9% $35.36 +5.3%
437 ICLR ICON PLC Healthcare 26,174.0 $2.9M 0.01% +5K +23.1% $110.66 +2.8%
438 PAAS PAN AMERN SILVER CORP Basic Materials 52,710.0 $2.9M 0.01% +1K +2.1% $54.63 +0.5%
439 INGERSOLL RAND INC 35,846.0 $2.9M 0.01% +2K +4.8% $80.12
440 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 4,828.0 $2.9M 0.01% +385.0 +8.7% $592.98 -4.8%
Page 22 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%