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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 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,954.0 $364K 0.04% -442.0 -13.0% $123.11 +24.2%
82 PSX PHILLIPS 66 Energy 2,133.0 $361K 0.04% -891.0 -29.5% $169.05 +50.0%
83 ECL ECOLAB INC Basic Materials 1,267.0 $353K 0.04% -61.0 -4.6% $278.61 +0.6%
84 FITB FIFTH THIRD BANCORP Financial Services 6,262.0 $353K 0.04% -551.0 -8.1% $56.37 -8.5%
85 SYY SYSCO CORP Consumer Defensive 4,155.0 $347K 0.03% -420.0 -9.2% $83.58 -6.0%
86 — FEDERATED HERMES INC — 6,187.0 $342K 0.03% -3K -31.1% $55.22 —
87 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,287.0 $322K 0.03% -326.0 -20.2% $249.98 -19.1%
88 ROP ROPER TECHNOLOGIES INC Industrials 927.0 $314K 0.03% -102.0 -9.9% $338.39 +4.6%
89 MCO MOODYS CORP Financial Services 690.0 $313K 0.03% -118.0 -14.6% $452.92 +1.6%
90 OMFL INVESCO EXCH TRD SLF IDX FD — 4,492.0 $308K 0.03% -1K -21.2% $68.54 +2.3%
91 EW EDWARDS LIFESCIENCES CORP Healthcare 3,387.0 $306K 0.03% -339.0 -9.1% $90.46 -4.0%
92 BDX BECTON DICKINSON & CO Healthcare 1,993.0 $302K 0.03% -62.0 -3.0% $151.33 +21.5%
93 BK BANK OF NY MELLON CORP Financial Services 2,077.0 $300K 0.03% -2K -49.4% $144.61 -1.9%
94 CRUS CIRRUS LOGIC INC Technology 2,006.0 $298K 0.03% -15.0 -0.7% $148.53 -19.5%
95 MRSH MARSH & MCLENNAN COS INC Financial Services 1,715.0 $286K 0.03% -46.0 -2.6% $166.67 +1.4%
96 AYI ACUITY INC Industrials 752.0 $283K 0.03% -84.0 -10.1% $376.66 -18.8%
97 ADBE ADOBE INC Technology 1,358.0 $278K 0.03% -2K -52.5% $205.02 +12.7%
98 SWKS SKYWORKS SOLUTIONS INC Technology 4,103.0 $278K 0.03% -26.0 -0.6% $67.80 +29.2%
99 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,256.0 $272K 0.03% -388.0 -23.6% $216.60 -18.4%
100 MSI MOTOROLA SOLUTIONS INC Technology 643.0 $267K 0.03% -352.0 -35.4% $415.29 +8.9%
Page 5 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%