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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 2 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SUB ISHARES TR — 13,914.0 $1.5M 0.15% -350.0 -2.5% $106.47 -2.1%
22 — FORTINET INC — 9,166.0 $1.4M 0.14% -2K -15.0% $153.62 —
23 VB VANGUARD INDEX FDS — 4,302.0 $1.3M 0.13% -113.0 -2.6% $303.12 -5.5%
24 PGR PROGRESSIVE CORP Financial Services 5,767.0 $1.3M 0.12% -2K -26.2% $218.45 -4.1%
25 SCHW SCHWAB CHARLES CORP Financial Services 13,433.0 $1.2M 0.12% -80.0 -0.6% $92.27 +6.5%
26 LOW LOWES COS INC Consumer Cyclical 5,556.0 $1.2M 0.12% -124.0 -2.2% $220.49 -14.9%
27 GD GENERAL DYNAMICS CORP Industrials 3,411.0 $1.2M 0.12% -31.0 -0.9% $354.24 -5.7%
28 APH AMPHENOL CORP Technology 6,542.0 $1.2M 0.11% -95.0 -1.4% $176.32 -52.0%
29 IWY ISHARES TR — 3,883.0 $1.1M 0.11% -773.0 -16.6% $290.62 +1.3%
30 PLTR PALANTIR TECHNOLOGIES INC Technology 9,667.0 $1.1M 0.11% -1K -11.4% $116.67 +60.7%
31 NEE NEXTERA ENERGY INC Utilities 12,052.0 $1.1M 0.10% -1K -8.0% $87.77 -14.0%
32 DUK DUKE ENERGY CORP NEW Utilities 7,920.0 $1.0M 0.10% -1K -14.8% $126.58 -10.4%
33 VZ VERIZON COMMUNICATIONS INC Communication Services 23,293.0 $986K 0.10% -2K -6.6% $42.34 +10.2%
34 ABT ABBOTT LABORATORIES Healthcare 10,696.0 $971K 0.10% -2K -13.4% $90.74 +11.3%
35 ISRG INTUITIVE SURGICAL INC Healthcare 2,433.0 $968K 0.10% -323.0 -11.7% $397.68 +4.3%
36 CEG CONSTELLATION ENERGY CORP Utilities 3,828.0 $951K 0.09% -101.0 -2.6% $248.37 +4.9%
37 COP CONOCOPHILLIPS Energy 8,758.0 $910K 0.09% -3K -23.8% $103.96 +21.2%
38 SCHX SCHWAB STRATEGIC TR — 29,872.0 $879K 0.09% -783.0 -2.5% $29.43 +2.4%
39 CMI CUMMINS INC Industrials 1,226.0 $874K 0.09% -138.0 -10.1% $713.21 -27.4%
40 T AT&T INC Communication Services 42,083.0 $871K 0.09% -1K -2.4% $20.70 +20.3%
Page 2 of 6  ·  117 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%