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Portfolio (Quarterly) Guide ↗

Catalina Capital Group, LLC

· CIK 0002018090
13F Portfolio $168M AUM 176 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 71 Added 19 Reduced 13 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 4,400.0 $2.9M 1.70% NEW $650.34 +15.4%
2 BLACKROCK ETF TRUST 33,844.0 $1.1M 0.65% NEW $32.15
3 ACWX ISHARES TR 14,870.0 $1.0M 0.61% NEW $68.47 +11.8%
4 BLCR BLACKROCK ETF TRUST 13,006.0 $534K 0.32% NEW $41.06 +23.1%
5 IWM ISHARES TR 1,750.0 $434K 0.26% NEW $248.03 +17.1%
6 CVX CHEVRON CORPORATION Energy 1,346.0 $278K 0.17% NEW $206.90 -10.7%
7 RTX RTX CORPORATION Industrials 1,316.0 $254K 0.15% NEW $192.90 -7.2%
8 LMT LOCKHEED MARTIN CORP Industrials 411.0 $248K 0.15% NEW $604.39 -11.8%
9 SANDISK CORP 387.0 $246K 0.15% NEW $635.34
10 SMH VANECK ETF TRUST 635.0 $243K 0.14% NEW $383.40 +57.1%
11 WDC WESTERN DIGITAL CORP Technology 892.0 $241K 0.14% NEW $270.57 +79.0%
12 CAIE CALAMOS ETF TR 9,546.0 $240K 0.14% NEW $25.14 +9.9%
13 MRK MERCK & CO INC Healthcare 1,929.0 $232K 0.14% NEW $120.29 -0.4%
14 GLD SPDR GOLD TR Financial Services 528.0 $227K 0.14% NEW $430.29 -3.8%
15 ASML ASML HLDG NV Technology 167.0 $221K 0.13% NEW $1320.83 +23.6%
16 MSI MOTOROLA SOLUTIONS INC Technology 502.0 $218K 0.13% NEW $433.97 -5.4%
17 VXUS VANGUARD STAR FDS 2,808.0 $217K 0.13% NEW $77.11 +11.7%
18 IGV ISHARES TR 2,640.0 $211K 0.13% NEW $80.05 +17.5%
19 IEFA ISHARES TR 2,286.0 $207K 0.12% NEW $90.53 +8.6%
20 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 604.0 $204K 0.12% NEW $337.95 +22.0%
Page 1 of 2  ·  26 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
Technology 32.4%
Financial Services 25.5%
Consumer Cyclical 12.6%
Communication Services 11.6%
Healthcare 5.1%
Consumer Defensive 4.3%
Industrials 4.0%
Energy 3.5%
Real Estate 0.6%
Basic Materials 0.3%