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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 23 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 5,457.0 $2.9M 0.01% +724.0 +15.3% $523.51 -2.7%
442 USRT ISHARES TR 48,160.0 $2.9M 0.01% +926.0 +2.0% $59.19 +9.7%
443 SWX SOUTHWEST GAS HLDGS INC Utilities 32,554.0 $2.8M 0.01% +316.0 +1.0% $86.90 +2.8%
444 SPXC SPX TECHNOLOGIES INC Industrials 14,086.0 $2.8M 0.01% +476.0 +3.5% $199.95 +1.3%
445 IT GARTNER INC Technology 17,774.0 $2.8M 0.01% +11K +144.5% $158.34 -1.7%
446 DG DOLLAR GEN CORP Consumer Defensive 23,606.0 $2.8M 0.01% +1K +5.6% $118.73 -11.5%
447 PATK PATRICK INDS INC Consumer Cyclical 25,146.0 $2.8M 0.01% +323.0 +1.3% $111.07 -20.1%
448 RGLD ROYAL GOLD INC Basic Materials 10,944.0 $2.8M 0.01% +449.0 +4.3% $254.48 -12.4%
449 VCSH VANGUARD SCOTTSDALE FDS 34,996.0 $2.8M 0.01% +27K +361.1% $79.27 -0.5%
450 SCCO SOUTHERN COPPER CORP Basic Materials 16,121.0 $2.8M 0.01% +2K +11.1% $172.06 +1.1%
451 WAT WATERS CORP Healthcare 9,188.0 $2.7M 0.01% +4K +80.3% $297.80 +14.2%
452 EL LAUDER ESTEE COS INC Consumer Defensive 38,119.0 $2.7M 0.01% +13K +52.3% $71.77 +8.5%
453 BIIB BIOGEN INC Healthcare 14,908.0 $2.7M 0.01% +1K +8.0% $183.34 +2.4%
454 PDT HANCOCK JOHN PREM DIVID FD Financial Services 208,566.0 $2.7M 0.01% +154K +280.7% $13.10 -1.6%
455 BBY BEST BUY INC Consumer Cyclical 42,438.0 $2.7M 0.01% +4K +11.6% $64.23 -6.1%
456 PCOR PROCORE TECHNOLOGIES INC Technology 47,497.0 $2.7M 0.01% +1K +2.9% $57.00 -17.8%
457 AVT AVNET INC Technology 43,675.0 $2.7M 0.01% +4K +10.2% $61.62 +36.6%
458 GXO GXO LOGISTICS INCORPORATED Industrials 51,735.0 $2.7M 0.01% +420.0 +0.8% $51.85 -8.7%
459 LYV LIVE NATION ENTERTAINMENT IN Communication Services 17,449.0 $2.7M 0.01% +2K +12.8% $152.51 +6.5%
460 OPP RIVERNORTH DOUBLELINE STRATE Financial Services 346,143.0 $2.7M 0.01% +213K +160.0% $7.67 -0.9%
Page 23 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%