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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 6 of 112  ·  2,222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLD SPDR GOLD TR Financial Services 89,875.0 $38.7M 0.15% +17K +24.0% $430.29 -4.4%
102 VTWG VANGUARD SCOTTSDALE FDS 168,587.0 $38.6M 0.15% -3K -1.6% $229.04 +12.0%
103 IWO ISHARES TR 121,528.0 $38.1M 0.15% -17K -12.6% $313.81 +12.6%
104 DFNM DIMENSIONAL ETF TRUST 788,243.0 $37.8M 0.15% -17K -2.1% $47.93 -0.1%
105 RTX RTX CORPORATION Industrials 192,576.0 $37.1M 0.15% +2K +0.9% $192.90 -8.7%
106 BTT BLACKROCK MUN TARGET TERM TR Financial Services 1,613,294.0 $36.6M 0.15% -221K -12.0% $22.70 -1.2%
107 LIN LINDE PLC Basic Materials 72,569.0 $36.0M 0.14% +5K +7.9% $495.76 +2.2%
108 DHR DANAHER CORP DEL Healthcare 189,279.0 $35.9M 0.14% +4K +2.1% $189.80 -12.9%
109 MCD MCDONALDS CORP Consumer Cyclical 115,566.0 $35.9M 0.14% +6K +5.8% $310.79 -9.1%
110 VTWV VANGUARD SCOTTSDALE FDS 211,225.0 $35.3M 0.14% +5K +2.4% $167.22 +7.1%
111 CMCSA COMCAST CORP NEW Communication Services 1,224,892.0 $35.2M 0.14% +28K +2.4% $28.71 -12.8%
112 MRSH MARSH & MCLENNAN COS INC Financial Services 200,345.0 $34.7M 0.14% -2K -0.8% $173.45 -4.4%
113 TMO THERMO FISHER SCIENTIFIC INC Healthcare 70,197.0 $34.5M 0.14% -8K -10.2% $491.66 -9.8%
114 VXUS VANGUARD STAR FDS 443,022.0 $34.2M 0.14% +25K +6.0% $77.11 +7.3%
115 VBR VANGUARD INDEX FDS 157,156.0 $34.1M 0.14% +10K +6.6% $217.25 +4.2%
116 WFC WELLS FARGO & CO Financial Services 423,798.0 $33.7M 0.13% -8K -1.9% $79.61 -6.6%
117 DFSI DIMENSIONAL ETF TRUST 795,001.0 $33.7M 0.13% +69K +9.6% $42.40 +5.3%
118 AZN ASTRAZENECA PLC Healthcare 170,432.0 $33.6M 0.13% NEW $197.03 -6.4%
119 ASML ASML HLDG NV Technology 25,224.0 $33.3M 0.13% +731.0 +3.0% $1320.84 +10.7%
120 CB CHUBB LTD SWITZ Financial Services 102,156.0 $33.3M 0.13% +4K +3.8% $326.05 +0.9%
Page 6 of 112  ·  2,222 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%