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Portfolio (Quarterly) Guide ↗

Pathstone Holdings, LLC

· CIK 0002011612
13F Portfolio $25.9B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2224 New
Page 89 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 RWT REDWOOD TRUST INC Real Estate 87,179.0 $482K 0.00% NEW $5.53 -5.1%
1762 BETA BETA TECHNOLOGIES INC Industrials 17,023.0 $480K 0.00% NEW $28.21 -48.2%
1763 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 33,139.0 $478K 0.00% NEW $14.42 +32.9%
1764 RAMP LIVERAMP HLDGS INC Technology 16,248.0 $477K 0.00% NEW $29.37 +28.6%
1765 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 9,184.0 $477K 0.00% NEW $51.91 -6.9%
1766 HOMB HOME BANCSHARES INC Financial Services 17,125.0 $476K 0.00% NEW $27.78 -6.1%
1767 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,483.0 $475K 0.00% NEW $191.10 -20.0%
1768 PEGA PEGASYSTEMS INC Technology 7,941.0 $474K 0.00% NEW $59.72 -42.8%
1769 EMLP FIRST TR EXCHANGE-TRADED FD 12,500.0 $473K 0.00% NEW $37.87 +17.1%
1770 STRA STRATEGIC ED INC Consumer Defensive 5,898.0 $473K 0.00% NEW $80.20 +1.0%
1771 JD JD.COM INC Consumer Cyclical 16,391.0 $470K 0.00% NEW $28.70 +10.1%
1772 IESC IES HLDGS INC Industrials 1,202.0 $467K 0.00% NEW $388.87 +68.3%
1773 OWL BLUE OWL CAPITAL INC Financial Services 31,270.0 $467K 0.00% NEW $14.94 -36.5%
1774 LAZ LAZARD INC Financial Services 9,620.0 $467K 0.00% NEW $48.56 -5.4%
1775 RITM RITHM CAPITAL CORP Real Estate 42,440.0 $466K 0.00% NEW $10.98 -16.8%
1776 DQ DAQO NEW ENERGY CORP Technology 15,743.0 $464K 0.00% NEW $29.50 -40.8%
1777 IYM ISHARES TR 3,015.0 $464K 0.00% NEW $153.96 +14.5%
1778 FFIN FIRST FINL BANKSHARES INC Financial Services 15,430.0 $461K 0.00% NEW $29.88 +6.3%
1779 FIDELITY COVINGTON TRUST 6,196.0 $460K 0.00% NEW $74.29
1780 ISHARES TR 7,881.0 $458K 0.00% NEW $58.11
Page 89 of 112  ·  2,224 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
Technology 29.3%
Financial Services 28.5%
Consumer Cyclical 8.5%
Communication Services 7.9%
Healthcare 6.9%
Industrials 6.5%
Consumer Defensive 4.9%
Energy 3.1%
Utilities 1.6%
Basic Materials 1.5%