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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 29 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MOOG INC 5,996.0 $1.8M 0.01% +1K +33.1% $292.64
562 PCG PG&E CORP Utilities 99,732.0 $1.8M 0.01% +8K +8.7% $17.58 -7.7%
563 NDSN NORDSON CORP Industrials 6,584.0 $1.8M 0.01% +320.0 +5.1% $266.16 +3.7%
564 DFSD DIMENSIONAL ETF TRUST 36,436.0 $1.7M 0.01% +733.0 +2.0% $47.88 -0.4%
565 WPC WP CAREY INC Real Estate 25,627.0 $1.7M 0.01% +3K +11.7% $68.04 +9.9%
566 MOS MOSAIC CO Basic Materials 67,947.0 $1.7M 0.01% +5K +7.4% $25.50 -15.7%
567 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 21,284.0 $1.7M 0.01% +8K +59.7% $81.23 -1.1%
568 SOMNIGROUP INTERNATIONAL INC 23,343.0 $1.7M 0.01% +586.0 +2.6% $73.92
569 KRMN KARMAN HLDGS INC Industrials 21,490.0 $1.7M 0.01% +3K +15.0% $80.05 -20.3%
570 CAG CONAGRA BRANDS INC Consumer Defensive 108,995.0 $1.7M 0.01% +44K +68.5% $15.72 -12.0%
571 AROC ARCHROCK INC Energy 48,560.0 $1.7M 0.01% +5K +10.2% $34.80 +7.9%
572 PSO PEARSON PLC Communication Services 128,636.0 $1.7M 0.01% +3K +2.1% $13.13 +15.0%
573 RNR RENAISSANCERE HLDGS LTD Financial Services 5,664.0 $1.7M 0.01% +55.0 +1.0% $297.25 +2.4%
574 SKEENA RES LTD NEW 55,765.0 $1.7M 0.01% +475.0 +0.9% $29.72
575 LUV SOUTHWEST AIRLS CO Industrials 43,970.0 $1.7M 0.01% +2K +4.2% $37.67 +5.3%
576 HRB BLOCK H & R INC Consumer Cyclical 51,766.0 $1.7M 0.01% +29K +126.1% $31.88 +24.1%
577 CNH INDL N V 149,899.0 $1.6M 0.01% +19K +14.6% $11.00
578 CALX CALIX INC Technology 33,491.0 $1.6M 0.01% +1K +3.5% $48.99 -20.8%
579 SM SM ENERGY COMPANY Energy 52,534.0 $1.6M 0.01% +36K +209.9% $31.18 +10.3%
580 ZS ZSCALER INC Technology 11,647.0 $1.6M 0.01% +3K +32.3% $140.30 +22.7%
Page 29 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%