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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 6 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LRCX LAM RESEARCH CORP Technology 5,600.0 $959K 0.11% NEW $171.18 +83.0%
102 AMGN AMGEN INC Healthcare 2,921.0 $956K 0.11% NEW $327.31 +11.9%
103 NSC NORFOLK SOUTHN CORP Industrials 3,280.0 $947K 0.11% NEW $288.72 +17.8%
104 VB VANGUARD INDEX FDS 3,657.0 $943K 0.10% NEW $257.95 +14.8%
105 CB CHUBB LIMITED Financial Services 2,935.0 $916K 0.10% NEW $312.12 +12.8%
106 VZ VERIZON COMMUNICATIONS INC Communication Services 22,392.0 $912K 0.10% NEW $40.73 +7.0%
107 LIN LINDE PLC Basic Materials 2,136.0 $911K 0.10% NEW $426.39 +20.4%
108 TT TRANE TECHNOLOGIES PLC Industrials 2,336.0 $909K 0.10% NEW $389.20 +20.8%
109 MCK MCKESSON CORP Healthcare 1,106.0 $907K 0.10% NEW $820.29 +2.6%
110 APH AMPHENOL CORP NEW Technology 6,710.0 $907K 0.10% NEW $135.14 +11.9%
111 BSX BOSTON SCIENTIFIC CORP Healthcare 9,478.0 $904K 0.10% NEW $95.35 -53.8%
112 JEF JEFFERIES FINL GROUP INC Financial Services 14,367.0 $890K 0.10% NEW $61.97 -11.5%
113 DHR DANAHER CORPORATION Healthcare 3,879.0 $888K 0.10% NEW $228.92 -11.0%
114 COF CAPITAL ONE FINL CORP Financial Services 3,654.0 $886K 0.10% NEW $242.36 -14.2%
115 INTU INTUIT Technology 1,288.0 $853K 0.10% NEW $662.42 -56.1%
116 SCHX SCHWAB STRATEGIC TR 31,215.0 $840K 0.09% NEW $26.91 +8.9%
117 T AT&T INC Communication Services 33,682.0 $837K 0.09% NEW $24.84 -12.3%
118 SPGI S&P GLOBAL INC Financial Services 1,592.0 $832K 0.09% NEW $522.59 -13.7%
119 IVE ISHARES TR 3,898.0 $827K 0.09% NEW $212.07 +9.0%
120 ILCG ISHARES TR 7,850.0 $817K 0.09% NEW $104.04 +8.2%
Page 6 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%