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
301
SNYSANOFI SA
239,892$10.0M0.04%
302
MPWRMONOLITHIC PWR SYS INC
11,674$10.0M0.04%
303
NGGNATIONAL GRID PLC
137,865$10.0M0.04%
304
EPDENTERPRISE PRODS PARTNERS L
327,424$10.0M0.04%
305
SMFGSUMITOMO MITSUI FINL GROUP I
584,325$10.0M0.04%
306
MRVLMARVELL TECHNOLOGY INC
127,862$10.0M0.04%
307
LHXL3HARRIS TECHNOLOGIES INC
34,381$10.0M0.04%
308
CHWCALAMOS GBL DYN INCOME FUND
1,389,314$10.0M0.04%
309
AMCRAMCOR PLC
1,318,120$10.0M0.04%
310
SHWSHERWIN WILLIAMS CO
34,226$10.0M0.04%
311
BKBANK NEW YORK MELLON CORP
94,575$10.0M0.04%
312
XLISELECT SECTOR SPDR TR
71,163$10.0M0.04%
313
BPBP PLC
322,167$10.0M0.04%
314
MOALTRIA GROUP INC
199,229$10.0M0.04%
315
SOSOUTHERN CO
132,872$10.0M0.04%
316
REGNREGENERON PHARMACEUTICALS
14,924$10.0M0.04%
317
UBSUBS GROUP AG
223,849$10.0M0.04%
318
REEVEREST GROUP LTD
32,305$10.0M0.04%
319
RELXRELX PLC
281,686$10.0M0.04%
320
VACMARRIOTT VACATIONS WORLDWIDE
178,798$10.0M0.04%
321
NUNU HLDGS LTD
683,352$10.0M0.04%
322
VTVANGUARD INTL EQUITY INDEX F
77,269$10.0M0.04%
323
MUCBLACKROCK MUNIHOLDINGS QUALI
1,073,834$10.0M0.04%
324
SHYGISHARES TR
251,221$10.0M0.04%
325
RSPINVESCO EXCHANGE TRADED FD T
56,097$10.0M0.04%
326
ALSALLSTATE CORP
53,004$10.0M0.04%
327
HWMHOWMET AEROSPACE INC
51,569$10.0M0.04%
328
XEADXALLSPRING INCOME OPPORTUNIT
1,523,021$10.0M0.04%
329
HCAHCA HEALTHCARE INC
20,454$9.0M0.03%
330
ACGLARCH CAP GROUP LTD
108,212$9.0M0.03%
331
SANBANCO SANTANDER SA
933,437$9.0M0.03%
332
PDECINNOVATOR ETFS TRUST
211,271$9.0M0.03%
333
SPMDSPDR SERIES TRUST
163,586$9.0M0.03%
334
RCLROYAL CARIBBEAN GROUP
34,906$9.0M0.03%
335
GDGENERAL DYNAMICS CORP
31,235$9.0M0.03%
336
AIGAMERICAN INTL GROUP INC
110,795$9.0M0.03%
337
IVOOVANGUARD ADMIRAL FDS INC
81,946$9.0M0.03%
338
PHGKONINKLIJKE PHILIPS N V
379,061$9.0M0.03%
339
BUDANHEUSER BUSCH INBEV SA/NV
157,329$9.0M0.03%
340
ESGVVANGUARD WORLD FD
81,227$9.0M0.03%
341
STXSEAGATE TECHNOLOGY HLDNGS PL
37,841$9.0M0.03%
342
GAMGENERAL AMERN INVS CO INC
174,085$9.0M0.03%
343
DVNDEVON ENERGY CORP NEW
265,086$9.0M0.03%
344
HLTHILTON WORLDWIDE HLDGS INC
34,965$9.0M0.03%
345
METMETLIFE INC
129,856$9.0M0.03%
346
MTDRMATADOR RES CO
236,154$9.0M0.03%
347
IBNICICI BANK LIMITED
329,168$9.0M0.03%
348
YUMYUM BRANDS INC
59,932$9.0M0.03%
349
EMREMERSON ELEC CO
81,125$9.0M0.03%
350
MVTBLACKROCK MUNIVEST FD II INC
926,525$9.0M0.03%
351
PRUPRUDENTIAL FINL INC
87,687$9.0M0.03%
352
IWVISHARES TR
25,666$9.0M0.03%
353
AJGGALLAGHER ARTHUR J & CO
37,713$9.0M0.03%
354
MSIMOTOROLA SOLUTIONS INC
22,574$8.0M0.03%
355
ITOTISHARES TR
59,711$8.0M0.03%
356
DDOGDATADOG INC
64,140$8.0M0.03%
357
GBDCGOLUB CAP BDC INC
654,906$8.0M0.03%
358
ULUNILEVER PLC
133,664$8.0M0.03%
359
UPSUNITED PARCEL SERVICE INC
87,650$8.0M0.03%
360
CSXCSX CORP
249,281$8.0M0.03%
361
RSGREPUBLIC SVCS INC
42,669$8.0M0.03%
362
OKEONEOK INC NEW
122,098$8.0M0.03%
363
BMYBRISTOL-MYERS SQUIBB CO
185,853$8.0M0.03%
364
MUFGMITSUBISHI UFJ FINL GROUP IN
576,992$8.0M0.03%
365
BMTABRITISH AMERN TOB PLC
163,021$8.0M0.03%
366
VRTVERTIV HOLDINGS CO
56,134$8.0M0.03%
367
SHELSHELL PLC
134,722$8.0M0.03%
368
WELLWELLTOWER INC
48,160$8.0M0.03%
369
FDXFEDEX CORP
31,037$8.0M0.03%
370
HEDJWISDOMTREE TR
153,249$8.0M0.03%
371
PSXPHILLIPS 66
66,672$8.0M0.03%
372
MAAMID-AMER APT CMNTYS INC
62,465$8.0M0.03%
373
A4SAMERIPRISE FINL INC
17,469$8.0M0.03%
374
AXONAXON ENTERPRISE INC
15,255$8.0M0.03%
375
FASTFASTENAL CO
228,870$8.0M0.03%
376
WMBWILLIAMS COS INC
154,376$8.0M0.03%
377
TFCTRUIST FINL CORP
191,812$8.0M0.03%
378
VOTETCW ETF TRUST
111,150$8.0M0.03%
379
XLVSELECT SECTOR SPDR TR
55,847$8.0M0.03%
380
BBVABANCO BILBAO VIZCAYA ARGENTA
356,528$8.0M0.03%
381
MPCMARATHON PETE CORP
58,427$8.0M0.03%
382
T7DTRANSDIGM GROUP INC
7,219$8.0M0.03%
383
MEGINYLI CBRE GBL INFR MEGTRNDS
595,242$8.0M0.03%
384
AQLTISHARES TR
67,887$8.0M0.03%
385
JLLJONES LANG LASALLE INC
25,710$8.0M0.03%
386
IOTSAMSARA INC
251,029$8.0M0.03%
387
JCIJOHNSON CTLS INTL PLC
73,132$8.0M0.03%
388
EQIXEQUINIX INC
12,350$8.0M0.03%
389
SLBSLB LIMITED
228,138$8.0M0.03%
390
RACEFERRARI N V
23,860$7.0M0.03%
391
PCARPACCAR INC
72,731$7.0M0.03%
392
FTITECHNIPFMC PLC
176,393$7.0M0.03%
393
FQIDIGITAL RLTY TR INC
47,459$7.0M0.03%
394
BKRBAKER HUGHES COMPANY
178,271$7.0M0.03%
395
ROKROCKWELL AUTOMATION INC
19,116$7.0M0.03%
396
TELTE CONNECTIVITY PLC
31,017$7.0M0.03%
397
VRSKVERISK ANALYTICS INC
34,722$7.0M0.03%
398
VTHRVANGUARD SCOTTSDALE FDS
24,506$7.0M0.03%
399
AEPAMERICAN ELEC PWR CO INC
66,213$7.0M0.03%
400
MDLZMONDELEZ INTL INC
147,874$7.0M0.03%
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