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§ 13F · FUND PROFILE

Pathstone Holdings, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $25287.8T (13F)Positions · 4644Turnover · 94% · Q4Filed · Feb 13, 2026
BIG MOVE · Q4
Technology cut 3pp. Other lifted 1pp.
CONCENTRATION
27%
Top 10 holdings
NEW BUYS
+132
+$184.9T deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-3pp · +1pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 13, 2026
#TickerNameShares$ value% portΔ Q4
1SPYSPDR S&P 500 ETF TR2.15M$1467.8T5.7%
2IVVISHARES TR1.97M$1352.6T5.2%+738%
3VOOVANGUARD INDEX FDS1.43M$898.2T3.5%−13%
4MSFTMICROSOFT CORP1.33M$642.1T2.5%+197%
5CRWDCROWDSTRIKE HLDGS INC1.18M$553.4T2.1%−51%
6MDYSPDR S&P MIDCAP 400 ETF TR846K$510.8T2.0%−5%
7AAPLAPPLE INC1.86M$505.1T1.9%+2%
8IJHISHARES TR6.86M$452.9T1.7%±0%
9IWBISHARES TR1.10M$410.1T1.6%
10NVDANVIDIA CORPORATION1.71M$319.6T1.2%+20%
§ 02 · SECTOR ALLOCATION

Where the money is

Other24.3% (+1pp)
Technology10.9% (3pp)
Semiconductors5.1% (+1pp)
Media4.1% (±0)
Retail3.3% (±0)
Financial Services3.2% (±0)
§ 03 · THE PATHSTONE SIGNAL

AC read

Pathstone Holdings, LLC is a Other fund managing $25287751.8 trillion in assets. The fund runs a massive portfolio of 4,644 positions, broad diversification across holdings, with the top 10 accounting for 27%. Trading activity is aggressive at 94% quarterly turnover, with 132 new positions and 0 exits last quarter. Top sector allocations: Other (24%), Technology (11%), Semiconductors (5%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Busy quarter
+132 buys · 0 exits · 4298 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed