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Fund Update: Pathway Financial Advisers, LLC Just Disclosed New Holdings

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Pathway Financial Advisers, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.

Per our estimates, the largest stock moves were:

  • An addition of 44,550 shares of $AKRE (~$2,918,470). This was an increase of ~inf% over their previous position.
  • An addition of 39,286 shares of $UL (~$2,569,304). This was an increase of ~inf% over their previous position.
  • A decrease of -1,298 shares of $APD (~$320,632). This was a decrease of ~13% from their previous position.
  • An addition of 1,794 shares of $STLD (~$303,993). This was an increase of ~4% over their previous position.
  • A decrease of -791 shares of $AVGO (~$273,765). This was a decrease of ~2% from their previous position.
  • A decrease of -1,519 shares of $ABT (~$190,316). This was a decrease of ~100% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's fund page for Pathway Financial Advisers, LLC for more details.

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