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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 106 of 112  ·  2,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 AG FIRST MAJESTIC SILVER CORP Basic Materials 12,282.0 $205K 0.00% NEW $16.66 +22.4%
2102 BLW BLACKROCK LTD DURATION INCOM Financial Services 14,875.0 $204K 0.00% NEW $13.74 -9.6%
2103 LRN STRIDE INC Consumer Defensive 3,139.0 $204K 0.00% NEW $64.93 +36.3%
2104 MCS MARCUS CORP DEL Communication Services 13,101.0 $203K 0.00% NEW $15.51 +13.7%
2105 SCHO SCHWAB STRATEGIC TR 8,335.0 $203K 0.00% NEW $24.37 -0.9%
2106 APUE TRUST FOR PROFESSIONAL MANAG 4,865.0 $203K 0.00% NEW $41.67 +8.4%
2107 HBM HUDBAY MINERALS INC Basic Materials 10,200.0 $202K 0.00% NEW $19.85 +24.6%
2108 NEBIUS GROUP N.V. 2,415.0 $202K 0.00% NEW $83.71
2109 STARZ ENTERTAINMENT CORP. 17,218.0 $201K 0.00% NEW $11.70
2110 TIP ISHARES TR 1,832.0 $201K 0.00% NEW $109.94 +0.6%
2111 NOBL PROSHARES TR 1,925.0 $200K 0.00% NEW $104.07 +1.5%
2112 CRGY CRESCENT ENERGY COMPANY Energy 23,419.0 $196K 0.00% NEW $8.39 +55.9%
2113 LIBERTY GLOBAL LTD 17,740.0 $196K 0.00% NEW $11.04
2114 KW KENNEDY-WILSON HOLDINGS INC Real Estate 19,794.0 $192K 0.00% NEW $9.68 +13.9%
2115 ORC ORCHID IS CAP INC Real Estate 26,532.0 $191K 0.00% NEW $7.20 -5.2%
2116 MYGN MYRIAD GENETICS INC Healthcare 30,996.0 $191K 0.00% NEW $6.15 -40.9%
2117 SAB BIOTHERAPEUTICS INC 50,650.0 $189K 0.00% NEW $3.74
2118 PLUG PLUG POWER INC Industrials 95,368.0 $188K 0.00% NEW $1.97 +80.2%
2119 NWL NEWELL BRANDS INC Consumer Defensive 50,418.0 $188K 0.00% NEW $3.72 +2.2%
2120 ABEV AMBEV SA Consumer Defensive 73,098.0 $181K 0.00% NEW $2.47 +26.3%
Page 106 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%