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Portfolio (Quarterly) Guide ↗

CATALYST FINANCIAL PARTNERS LLC

· CIK 0001927537
13F Portfolio $1.0B AUM 416 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 66 New 196 Added 117 Reduced 20 Exited
Page 7 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TRV TRAVELERS COMPANIES INC Financial Services 1,639.0 $541K 0.05% +116.0 +7.6% $330.12 +10.0%
122 JHG JANUS HENDERSON GROUP PLC Financial Services 10,310.0 $536K 0.05% +1K +14.8% $51.95 -0.0%
123 EOG EOG RES INC Energy 4,074.0 $529K 0.05% +2K +87.8% $129.73 +8.2%
124 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,416.0 $525K 0.05% +138.0 +10.8% $370.59 -5.0%
125 GWW WW GRAINGER INC Industrials 385.0 $524K 0.05% +85.0 +28.3% $1360.40 -8.6%
126 ASML ASML HLDG NV Technology 262.0 $521K 0.05% +17.0 +6.9% $1989.44 -12.3%
127 APP APPLOVIN CORP Technology 998.0 $514K 0.05% +249.0 +33.2% $515.23 -39.7%
128 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,336.0 $511K 0.05% +66.0 +0.6% $45.11 +39.5%
129 VGT VANGUARD WORLD FD — 4,222.0 $505K 0.05% +4K +655.3% $119.52 +5.6%
130 AIG AMERICAN INTL GROUP INC Financial Services 6,575.0 $490K 0.05% +111.0 +1.7% $74.53 -0.5%
131 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,212.0 $469K 0.05% +311.0 +34.5% $386.73 +2.4%
132 VST VISTRA CORP Utilities 2,919.0 $463K 0.05% +43.0 +1.5% $158.63 -12.7%
133 DAL DELTA AIR LINES INC Industrials 4,864.0 $456K 0.04% +432.0 +9.8% $93.66 -9.3%
134 VRSN VERISIGN INC Technology 1,798.0 $452K 0.04% +210.0 +13.2% $251.56 +14.2%
135 VRT VERTIV HOLDINGS CO Industrials 1,336.0 $447K 0.04% +353.0 +35.9% $334.82 -24.4%
136 EQT EQT CORP Energy 8,356.0 $444K 0.04% +1K +16.2% $53.17 -4.5%
137 EMR EMERSON ELEC CO Industrials 3,095.0 $443K 0.04% +100.0 +3.3% $143.13 +10.5%
138 HUBB HUBBELL INC Industrials 836.0 $437K 0.04% +10.0 +1.2% $523.20 -10.8%
139 IWD ISHARES TR — 1,769.0 $429K 0.04% +424.0 +31.5% $242.43 +3.9%
140 PNC PNC FINL SVCS GROUP INC Financial Services 1,738.0 $428K 0.04% +69.0 +4.1% $246.22 -8.4%
Page 7 of 10  ·  196 positions

① 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
Technology 35.7%
Financial Services 20.8%
Healthcare 9.3%
Industrials 8.4%
Consumer Cyclical 7.1%
Communication Services 6.5%
Consumer Defensive 4.9%
Energy 2.8%
Utilities 2.3%
Basic Materials 1.1%