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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 15 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LEIDOS HOLDINGS INC 20,462.0 $3.2M 0.01% -251.0 -1.2% $155.52
282 TCBI TEXAS CAP BANCSHARES INC Financial Services 33,220.0 $3.2M 0.01% -1K -3.7% $94.88 +3.7%
283 TFSL TFS FINL CORP Financial Services 224,189.0 $3.1M 0.01% -13K -5.5% $14.05 +11.3%
284 USMV ISHARES TR 33,929.0 $3.1M 0.01% -2K -5.8% $92.74 +3.2%
285 FSLR FIRST SOLAR INC Energy 15,940.0 $3.1M 0.01% -843.0 -5.0% $197.26 +18.7%
286 OTIS OTIS WORLDWIDE CORP Industrials 40,535.0 $3.1M 0.01% -5K -11.4% $77.08 -7.8%
287 VMC VULCAN MATLS CO Basic Materials 11,414.0 $3.1M 0.01% -1K -11.2% $272.32 -3.9%
288 JNK SPDR SERIES TRUST 32,447.0 $3.1M 0.01% -29K -47.0% $95.72 +0.3%
289 RDNT RADNET INC Healthcare 55,462.0 $3.1M 0.01% -2K -4.2% $55.89 -4.2%
290 KEX KIRBY CORP Industrials 23,232.0 $3.1M 0.01% -545.0 -2.3% $132.88 +11.6%
291 JBHT HUNT J B TRANS SVCS INC Industrials 14,428.0 $3.1M 0.01% -3K -16.2% $211.89 +24.4%
292 INDB INDEPENDENT BK CORP MASS Financial Services 40,584.0 $3.1M 0.01% -617.0 -1.5% $75.22 +4.6%
293 SYF SYNCHRONY FINANCIAL Financial Services 44,875.0 $3.1M 0.01% -4K -9.0% $68.02 +4.4%
294 SITM SITIME CORP Technology 8,830.0 $3.0M 0.01% -4K -30.8% $345.35 +100.8%
295 DIA STATE STR SPDR DOW JONES IND Financial Services 6,568.0 $3.0M 0.01% -209.0 -3.1% $463.19 +7.7%
296 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 32,400.0 $3.0M 0.01% -1K -3.6% $93.87 +94.3%
297 VLYPN VALLEY NATL BANCORP Financial Services 244,335.0 $3.0M 0.01% -5K -2.1% $12.28 +111.6%
298 AIT APPLIED INDL TECHNOLOGIES IN Industrials 11,198.0 $3.0M 0.01% -200.0 -1.8% $265.32 +15.6%
299 CSW INDUSTRIALS INC 11,387.0 $3.0M 0.01% -145.0 -1.3% $260.57
300 QQQM INVESCO EXCH TRADED FD TR II 12,375.0 $2.9M 0.01% -158.0 -1.3% $237.63 +23.0%
Page 15 of 42  ·  838 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%