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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 24 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PPL PPL CORP Utilities 69,267.0 $2.6M 0.01% +15K +27.9% $38.24 -7.8%
462 ALB ALBEMARLE CORP Basic Materials 14,745.0 $2.6M 0.01% +999.0 +7.3% $179.58 -5.2%
463 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 13,947.0 $2.6M 0.01% +3K +24.7% $189.05 +25.6%
464 FIVE FIVE BELOW INC Consumer Cyclical 11,450.0 $2.6M 0.01% +257.0 +2.3% $228.46 -6.2%
465 MFC MANULIFE FINL CORP Financial Services 75,835.0 $2.6M 0.01% +6K +8.0% $34.41 +9.9%
466 EVR EVERCORE INC Financial Services 8,595.0 $2.6M 0.01% +2K +24.2% $298.52 +8.3%
467 TD TORONTO DOMINION BK ONT Financial Services 27,181.0 $2.5M 0.01% +2K +9.9% $93.31 +15.6%
468 CVCO CAVCO INDS INC DEL Consumer Cyclical 5,215.0 $2.5M 0.01% +967.0 +22.8% $484.32 -4.0%
469 TENB TENABLE HLDGS INC Technology 149,266.0 $2.5M 0.01% +58K +63.9% $16.92 +49.3%
470 ITRI ITRON INC Technology 28,141.0 $2.5M 0.01% +3K +13.1% $89.63 -13.0%
471 NOBL PROSHARES TR 23,720.0 $2.5M 0.01% +22K +1132.2% $106.01 +0.6%
472 NTRS NORTHERN TR CORP Financial Services 17,979.0 $2.5M 0.01% +549.0 +3.1% $139.75 +18.0%
473 ITT ITT INC Industrials 12,969.0 $2.5M 0.01% +265.0 +2.1% $190.64 +0.2%
474 MSTR STRATEGY INC Technology 19,801.0 $2.5M 0.01% +2K +13.2% $124.80 +31.9%
475 ATR APTARGROUP INC Healthcare 19,589.0 $2.5M 0.01% +2K +14.5% $126.02 -8.5%
476 AYI ACUITY INC Industrials 8,790.0 $2.5M 0.01% +1K +15.1% $280.22 -0.4%
477 AGNC AGNC INVT CORP Real Estate 243,260.0 $2.5M 0.01% +23K +10.5% $10.12 +1.3%
478 SPYD SPDR SERIES TRUST 53,984.0 $2.5M 0.01% +273.0 +0.5% $45.52 +3.4%
479 RPRX ROYALTY PHARMA PLC Healthcare 51,009.0 $2.4M 0.01% +3K +7.0% $47.97 +9.3%
480 FSV FIRSTSERVICE CORP NEW Real Estate 17,384.0 $2.4M 0.01% +3K +18.1% $138.95 -8.5%
Page 24 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%