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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 4 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 4,732.0 $1.6M 0.18% NEW $344.10 -1.5%
62 AMAT APPLIED MATLS INC Technology 6,289.0 $1.6M 0.18% NEW $256.99 +106.1%
63 AMD ADVANCED MICRO DEVICES INC Technology 7,474.0 $1.6M 0.18% NEW $214.16 +131.5%
64 CRM SALESFORCE INC Technology 5,991.0 $1.6M 0.18% NEW $264.91 -35.5%
65 IWM ISHARES TR 6,274.0 $1.5M 0.17% NEW $246.16 +19.5%
66 MPC MARATHON PETE CORP Energy 9,097.0 $1.5M 0.17% NEW $162.64 +92.2%
67 VIG VANGUARD SPECIALIZED FUNDS 6,698.0 $1.5M 0.16% NEW $219.78 +8.1%
68 ORCL ORACLE CORP Technology 7,422.0 $1.4M 0.16% NEW $194.91 -35.1%
69 VEA VANGUARD TAX-MANAGED FDS 23,104.0 $1.4M 0.16% NEW $62.47 +11.6%
70 GS GOLDMAN SACHS GROUP INC Financial Services 1,617.0 $1.4M 0.16% NEW $879.00 +21.2%
71 ISRG INTUITIVE SURGICAL INC Healthcare 2,403.0 $1.4M 0.15% NEW $566.36 -39.0%
72 JNK SPDR SERIES TRUST 13,985.0 $1.4M 0.15% NEW $97.21 -1.3%
73 TJX TJX COS INC NEW Consumer Cyclical 8,799.0 $1.4M 0.15% NEW $153.61 +0.5%
74 ETN EATON CORP PLC Industrials 4,238.0 $1.3M 0.15% NEW $318.51 +25.6%
75 LOW LOWES COS INC Consumer Cyclical 5,579.0 $1.3M 0.15% NEW $241.16 -13.4%
76 SCHW SCHWAB CHARLES CORP Financial Services 13,388.0 $1.3M 0.15% NEW $99.91 +1.7%
77 MS MORGAN STANLEY Financial Services 7,438.0 $1.3M 0.15% NEW $177.53 +21.4%
78 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,211.0 $1.3M 0.14% NEW $579.45 -8.1%
79 CSX CSX CORP Industrials 35,262.0 $1.3M 0.14% NEW $36.25 +40.0%
80 MCD MCDONALDS CORP Consumer Cyclical 4,007.0 $1.2M 0.14% NEW $305.63 -12.4%
Page 4 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%