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Portfolio (Quarterly) Guide ↗

CATALYST FINANCIAL PARTNERS LLC

· CIK 0001927537
13F Portfolio $897M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 324 New
Page 10 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VO VANGUARD INDEX FDS 1,671.0 $485K 0.05% NEW $290.22 -72.4%
182 WM WASTE MGMT INC DEL Industrials 2,204.0 $484K 0.05% NEW $219.71 +8.9%
183 ITW ILLINOIS TOOL WKS INC Industrials 1,965.0 $484K 0.05% NEW $246.30 +12.1%
184 PANW PALO ALTO NETWORKS INC Technology 2,618.0 $482K 0.05% NEW $184.20 +94.7%
185 PLD PROLOGIS INC. Real Estate 3,763.0 $480K 0.05% NEW $127.66 +17.3%
186 MDLZ MONDELEZ INTL INC Consumer Defensive 8,846.0 $476K 0.05% NEW $53.83 +13.3%
187 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,611.0 $473K 0.05% NEW $293.57 -3.9%
188 VOO VANGUARD INDEX FDS 753.0 $472K 0.05% NEW $627.13 +8.9%
189 PH PARKER-HANNIFIN CORP Industrials 531.0 $467K 0.05% NEW $878.96 +8.4%
190 FORTINET INC 5,870.0 $466K 0.05% NEW $79.41
191 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,338.0 $460K 0.05% NEW $137.79 +1.8%
192 SPDW SPDR INDEX SHS FDS 10,212.0 $454K 0.05% NEW $44.41 +11.2%
193 XLG INVESCO EXCHANGE TRADED FD T 7,614.0 $451K 0.05% NEW $59.28 +2.4%
194 HCA HCA HEALTHCARE INC Healthcare 964.0 $450K 0.05% NEW $466.86 -20.5%
195 SCHB SCHWAB STRATEGIC TR 17,001.0 $446K 0.05% NEW $26.23 +9.6%
196 BK BANK NEW YORK MELLON CORP Financial Services 3,823.0 $444K 0.05% NEW $116.09 +22.2%
197 APD AIR PRODS & CHEMS INC Basic Materials 1,786.0 $441K 0.05% NEW $247.02 +19.7%
198 VST VISTRA CORP Utilities 2,734.0 $441K 0.05% NEW $161.33 -3.7%
199 AME AMETEK INC Industrials 2,122.0 $436K 0.05% NEW $205.31 +15.4%
200 CDNS CADENCE DESIGN SYSTEM INC Technology 1,389.0 $434K 0.05% NEW $312.58 +5.6%
Page 10 of 17  ·  324 positions

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
Financial Services 38.9%
Technology 25.0%
Healthcare 7.8%
Communication Services 7.5%
Consumer Cyclical 6.3%
Industrials 5.7%
Consumer Defensive 3.7%
Energy 2.3%
Utilities 1.6%
Basic Materials 0.7%