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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 20 of 42  ·  838 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ACA ARCOSA INC Industrials 19,256.0 $2.0M 0.01% -565.0 -2.9% $106.14 +12.8%
382 RPM RPM INTL INC Basic Materials 20,493.0 $2.0M 0.01% -7K -26.7% $99.40 -1.9%
383 LII LENNOX INTL INC Industrials 4,385.0 $2.0M 0.01% -166.0 -3.6% $464.28 +6.5%
384 CDP COPT DEFENSE PROPERTIES Real Estate 66,451.0 $2.0M 0.01% -6K -7.7% $30.61 +4.1%
385 VNO VORNADO RLTY TR Real Estate 78,238.0 $2.0M 0.01% -1K -1.9% $25.99 +19.6%
386 PEO ADAM NAT RES FD INC Financial Services 72,803.0 $2.0M 0.01% -181K -71.3% $27.80 -3.5%
387 MMT MFS MULTIMARKET INCOME TR Financial Services 437,581.0 $2.0M 0.01% -155K -26.1% $4.62 -4.3%
388 SFM SPROUTS FMRS MKT INC Consumer Defensive 25,919.0 $2.0M 0.01% -706.0 -2.6% $77.13 +15.5%
389 LASR NLIGHT INC Technology 34,824.0 $2.0M 0.01% -8K -18.2% $57.02 +23.0%
390 IPGP IPG PHOTONICS CORP Technology 17,316.0 $2.0M 0.01% -8K -30.4% $114.59 +5.4%
391 EAT BRINKER INTL INC Consumer Cyclical 13,854.0 $2.0M 0.01% -2K -12.5% $142.77 -7.2%
392 DMXF ISHARES TR 26,140.0 $2.0M 0.01% -1K -4.9% $75.45 +8.6%
393 HUM HUMANA INC Healthcare 11,303.0 $2.0M 0.01% -2K -11.7% $173.70 +77.0%
394 SPYG SPDR SERIES TRUST 19,935.0 $2.0M 0.01% -3K -12.8% $97.92 +20.2%
395 ABM ABM INDS INC Industrials 44,352.0 $1.9M 0.01% -10K -17.9% $43.90 -10.5%
396 UGI UGI CORP NEW Utilities 53,304.0 $1.9M 0.01% -737.0 -1.4% $36.47 -3.9%
397 TALO TALOS ENERGY INC Energy 122,576.0 $1.9M 0.01% -2K -1.5% $15.76 +3.7%
398 CWAN CLEARWATER ANALYTICS HLDGS I Technology 81,116.0 $1.9M 0.01% -12K -13.2% $23.65 +3.1%
399 FTEC FIDELITY COVINGTON TRUST 9,117.0 $1.9M 0.01% -343.0 -3.6% $208.05 +30.0%
400 PNQI INVESCO EXCHANGE TRADED FD T 41,774.0 $1.9M 0.01% -216.0 -0.5% $44.73 +7.2%
Page 20 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%