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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 30 of 50  ·  982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 EXPAND ENERGY CORPORATION 14,836.0 $1.6M 0.01% +237.0 +1.6% $109.78
582 HP HELMERICH & PAYNE INC Energy 45,117.0 $1.6M 0.01% +563.0 +1.3% $36.03 +12.4%
583 IRIDIUM COMMUNICATIONS INC 58,279.0 $1.6M 0.01% +5K +9.8% $27.74
584 VOYG VOYAGER TECHNOLOGIES INC Industrials 69,042.0 $1.6M 0.01% +25K +56.5% $23.39 +66.5%
585 HUBS HUBSPOT INC Technology 6,613.0 $1.6M 0.01% +4K +133.3% $244.11 -16.4%
586 GATX GATX CORP Industrials 9,417.0 $1.6M 0.01% +1K +15.6% $170.75 +0.2%
587 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 4,995.0 $1.6M 0.01% +48.0 +1.0% $321.44 +10.4%
588 GRUPO CIBEST SA 21,796.0 $1.6M 0.01% +8K +60.4% $73.28
589 VIKING HOLDINGS LTD 21,703.0 $1.6M 0.01% +2K +7.6% $73.48
590 PCVX VAXCYTE INC Healthcare 27,166.0 $1.6M 0.01% +3K +12.1% $58.11 -18.6%
591 ESS ESSEX PPTY TR INC Real Estate 6,490.0 $1.6M 0.01% +308.0 +5.0% $242.46 +13.1%
592 OSIS OSI SYSTEMS INC Technology 5,898.0 $1.6M 0.01% +3K +145.6% $265.49 -21.1%
593 BLUE OWL TECHNOLOGY FIN CORP 125,265.0 $1.6M 0.01% +70K +128.5% $12.46
594 HLN HALEON PLC Healthcare 155,748.0 $1.6M 0.01% +31K +24.4% $10.01 -7.3%
595 CSGP COSTAR GROUP INC Real Estate 38,553.0 $1.6M 0.01% +14K +57.1% $40.34 -16.2%
596 WY WEYERHAEUSER CO Real Estate 63,370.0 $1.5M 0.01% +616.0 +1.0% $24.43 -5.1%
597 BRX BRIXMOR PPTY GROUP INC Real Estate 53,708.0 $1.5M 0.01% +8K +16.6% $28.80 +5.3%
598 CBZ CBIZ INC Industrials 57,253.0 $1.5M 0.01% +48K +533.2% $26.85 +14.6%
599 IESC IES HOLDINGS INC Industrials 3,226.0 $1.5M 0.01% +2K +168.4% $476.48 +36.7%
600 BMI BADGER METER INC Technology 10,085.0 $1.5M 0.01% +1K +13.5% $152.34 -23.4%
Page 30 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%