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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 19 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MSM MSC INDL DIRECT INC Industrials 2,088.0 $248K 0.03% NEW — $118.95 +1.9%
362 ENB ENBRIDGE INC Energy 4,570.0 $248K 0.03% -179.0 -3.8% $54.21 -13.8%
363 WRB BERKLEY W R CORP Financial Services 3,508.0 $247K 0.03% NEW — $70.53 -5.3%
364 UAL UNITED AIRLS HLDGS INC Industrials 1,812.0 $246K 0.02% -374.0 -17.1% $135.99 -16.2%
365 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,540.0 $246K 0.02% NEW — $96.88 -0.5%
366 HOOD ROBINHOOD MKTS INC Financial Services 2,449.0 $246K 0.02% NEW — $100.28 +19.1%
367 RMD RESMED INC Healthcare 1,246.0 $243K 0.02% +305.0 +32.4% $194.88 +13.9%
368 IDXX IDEXX LABS INC Healthcare 456.0 $240K 0.02% -77.0 -14.4% $526.44 -1.4%
369 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 89,699.0 $239K 0.02% — — $2.67 -16.1%
370 VOYA VOYA FINANCIAL INC Financial Services 2,632.0 $238K 0.02% NEW — $90.53 +7.4%
371 PPL PPL CORP Utilities 6,429.0 $234K 0.02% -2K -23.0% $36.35 -11.9%
372 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,208.0 $233K 0.02% -873.0 -42.0% $193.23 -17.3%
373 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,697.0 $232K 0.02% NEW — $136.95 +19.6%
374 CFG CITIZENS FINL GROUP INC Financial Services 3,311.0 $232K 0.02% NEW — $70.07 -6.5%
375 BEDY BNY MELLON ETF TRUST II — 7,933.0 $230K 0.02% +136.0 +1.7% $29.01 +0.1%
376 ON ON SEMICONDUCTOR CORP Technology 2,418.0 $229K 0.02% NEW — $94.54 -18.3%
377 CMCSA COMCAST CORP NEW Communication Services 9,267.0 $228K 0.02% -19K -67.1% $24.55 -10.8%
378 IRM IRON MTN INC DEL Real Estate 1,764.0 $223K 0.02% NEW — $126.31 -11.8%
379 GHYB GOLDMAN SACHS ETF TR — 4,938.0 $222K 0.02% — — $44.86 -2.9%
380 REGN REGENERON PHARMACEUTICALS Healthcare 355.0 $221K 0.02% -107.0 -23.2% $623.54 +26.4%
Page 19 of 21  ·  416 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%