Pathstone Holdings, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$25.9B

Holdings

2,209

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,209 positions)

#StockSharesValue% PortfolioType
401
VLOVALERO ENERGY CORP
50,567$7.0M0.03%
402
MDLZMONDELEZ INTL INC
147,874$7.0M0.03%
403
ARCCARES CAPITAL CORP
389,766$7.0M0.03%
404
FQIDIGITAL RLTY TR INC
47,459$7.0M0.03%
405
BKRBAKER HUGHES COMPANY
178,271$7.0M0.03%
406
SONYSONY GROUP CORP
289,449$7.0M0.03%
407
VRSKVERISK ANALYTICS INC
34,722$7.0M0.03%
408
AEPAMERICAN ELEC PWR CO INC
66,213$7.0M0.03%
409
FICOFAIR ISAAC CORP
4,768$7.0M0.03%
410
MKLMARKEL GROUP INC
3,894$7.0M0.03%
411
CBRECBRE GROUP INC
45,953$7.0M0.03%
412
SNPSSYNOPSYS INC
17,494$7.0M0.03%
413
BYMBLACKROCK MUN INCOME QUALITY
646,004$7.0M0.03%
414
SSNCSS&C TECHNOLOGIES HLDGS INC
93,875$7.0M0.03%
415
VTVVANGUARD INDEX FDS
44,169$7.0M0.03%
416
CITCINTAS CORP
41,723$7.0M0.03%
417
STESTERIS PLC
28,283$7.0M0.03%
418
NETCLOUDFLARE INC
43,099$7.0M0.03%
419
SPGSIMON PPTY GROUP INC NEW
44,626$7.0M0.03%
420
FIXCOMFORT SYS USA INC
8,099$7.0M0.03%
421
ROKROCKWELL AUTOMATION INC
19,116$7.0M0.03%
422
SWSMURFIT WESTROCK PLC
167,255$6.0M0.02%
423
HOODROBINHOOD MKTS INC
68,515$6.0M0.02%Call
424
CARRCARRIER GLOBAL CORPORATION
136,992$6.0M0.02%
425
NFJVIRTUS DIVIDEND INTEREST & P
487,016$6.0M0.02%
426
EWEDWARDS LIFESCIENCES CORP
76,386$6.0M0.02%
427
FDSFACTSET RESH SYS INC
20,975$6.0M0.02%
428
KRKROGER CO
121,376$6.0M0.02%
429
GPKGRAPHIC PACKAGING HLDG CO
419,618$6.0M0.02%
430
XYZBLOCK INC
99,385$6.0M0.02%
431
TEITEMPLETON EMERGING MKTS INCO
1,006,899$6.0M0.02%
432
IJSISHARES TR
62,023$6.0M0.02%
433
MFGMIZUHO FINANCIAL GROUP INC
935,210$6.0M0.02%
434
RLTYCOHEN & STEERS REAL ESTATE O
453,346$6.0M0.02%
435
XELXCEL ENERGY INC
91,687$6.0M0.02%
436
DFUSDIMENSIONAL ETF TRUST
89,251$6.0M0.02%
437
RDVYFIRST TR EXCHANGE TRADED FD
99,292$6.0M0.02%
438
EOGEOG RES INC
64,216$6.0M0.02%
439
FMNFEDERATED HERMES PREM MUNI I
553,607$6.0M0.02%
440
STTSTATE STR CORP
61,726$6.0M0.02%
441
WCNWASTE CONNECTIONS INC
39,773$6.0M0.02%
442
FITBFIFTH THIRD BANCORP
139,347$6.0M0.02%
443
MTBM & T BK CORP
31,536$6.0M0.02%
444
WSMWILLIAMS SONOMA INC
36,948$6.0M0.02%
445
COWZPACER FDS TR
110,332$6.0M0.02%
446
SCHVSCHWAB STRATEGIC TR
225,832$6.0M0.02%
447
CWSTCASELLA WASTE SYS INC
68,665$6.0M0.02%
448
NWGNATWEST GROUP PLC
383,520$6.0M0.02%
449
FSSLFS SPECIALTY LENDING FD
437,737$6.0M0.02%
450
VDEVANGUARD WORLD FD
49,226$6.0M0.02%
451
COHRCOHERENT CORP
38,348$6.0M0.02%
452
AVDEAMERICAN CENTY ETF TR
76,568$6.0M0.02%
453
EVTCEVERTEC INC
227,221$6.0M0.02%
454
APDAIR PRODS & CHEMS INC
28,873$6.0M0.02%
455
CLCOLGATE PALMOLIVE CO
93,415$6.0M0.02%
456
ROPROPER TECHNOLOGIES INC
14,667$6.0M0.02%
457
ELANELANCO ANIMAL HEALTH INC
321,548$6.0M0.02%
458
NUENUCOR CORP
43,143$6.0M0.02%
459
FCNCAFIRST CTZNS BANCSHARES INC D
3,452$6.0M0.02%
460
FERGFERGUSON ENTERPRISES INC
32,687$6.0M0.02%
461
REGLPROSHARES TR
72,739$6.0M0.02%
462
EBAEBAY INC.
87,370$6.0M0.02%
463
FMDEFIDELITY COVINGTON TRUST
192,230$6.0M0.02%
464
VIOVVANGUARD ADMIRAL FDS INC
72,483$6.0M0.02%
465
CMACOMERICA INC
84,084$6.0M0.02%
466
LLOEWS CORP
63,949$6.0M0.02%
467
CTVACORTEVA INC
107,553$6.0M0.02%
468
HALHALLIBURTON CO
255,897$6.0M0.02%
469
VXFVANGUARD INDEX FDS
34,546$6.0M0.02%
470
ROADCONSTRUCTION PARTNERS INC
71,930$6.0M0.02%
471
CVNACARVANA CO
18,023$6.0M0.02%
472
YEXTYEXT INC
841,360$6.0M0.02%
473
SYYSYSCO CORP
95,429$6.0M0.02%
474
MDYGSPDR SERIES TRUST
69,638$6.0M0.02%
475
BNBROOKFIELD CORP
156,335$6.0M0.02%
476
EWJISHARES INC
86,606$6.0M0.02%
477
ROLROLLINS INC
102,211$6.0M0.02%
478
KKRKKR & CO INC
53,896$6.0M0.02%
479
KVYOKLAVIYO INC
159,456$5.0M0.02%
480
DGXQUEST DIAGNOSTICS INC
34,131$5.0M0.02%
481
HDBHDFC BANK LTD
159,941$5.0M0.02%
482
ILMNILLUMINA INC
39,443$5.0M0.02%
483
OMCOMNICOM GROUP INC
73,457$5.0M0.02%
484
KMIKINDER MORGAN INC DEL
216,652$5.0M0.02%
485
CBOECBOE GLOBAL MKTS INC
24,612$5.0M0.02%
486
ABNBAIRBNB INC
47,931$5.0M0.02%
487
ZTSZOETIS INC
50,861$5.0M0.02%
488
TPRTAPESTRY INC
45,863$5.0M0.02%
489
VLTOVERALTO CORP
58,353$5.0M0.02%
490
SPSMSPDR SERIES TRUST
110,522$5.0M0.02%
491
FFIVF5 INC
24,246$5.0M0.02%
492
BKLNINVESCO EXCH TRADED FD TR II
240,299$5.0M0.02%
493
CHRWC H ROBINSON WORLDWIDE INC
33,803$5.0M0.02%
494
WSTWEST PHARMACEUTICAL SVSC INC
22,316$5.0M0.02%
495
HIGHARTFORD INSURANCE GROUP INC
42,005$5.0M0.02%
496
SCHXSCHWAB STRATEGIC TR
202,715$5.0M0.02%
497
FTFFRANKLIN LTD DURATION INCOME
819,044$5.0M0.02%
498
RHCRH PLC
47,979$5.0M0.02%
499
EMEEMCOR GROUP INC
9,709$5.0M0.02%
500
PAYXPAYCHEX INC
51,559$5.0M0.02%
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