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Portfolio (Quarterly) Guide ↗

Catalyst Capital Advisors LLC

· CIK 0001549275
13F Portfolio $6.0B AUM 489 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 80 Added 163 Reduced 34 Exited
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 FLS FLOWSERVE CORP Industrials 32,675 $2.4M 0.04% SOLD
2 TOL TOLL BROTHERS INC Consumer Cyclical 15,825 $2.2M 0.04% SOLD
3 HON HONEYWELL INTL INC Industrials 7,487 $1.7M 0.03% SOLD
4 PSMT PRICESMART INC Consumer Defensive 10,100 $1.5M 0.03% SOLD
5 RIOT PLATFORMS INC 1,100,000 $1.3M 0.02% SOLD
6 PSEC PROSPECT CAP CORP Financial Services 200,742 $524K 0.01% SOLD
7 MARA HOLDINGS INC 500,000 $461K 0.01% SOLD
8 BMBL BUMBLE INC Technology 94,000 $306K 0.01% SOLD
9 BLOCK INC 250,000 $249K 0.01% SOLD
10 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,000 $198K 0.00% SOLD
11 T AT&T INC Communication Services 6,656 $193K 0.00% SOLD
12 BLACKLINE INC 200,000 $188K 0.00% SOLD
13 NUTANIX INC 200,000 $181K 0.00% SOLD
14 MCD MCDONALDS CORP Consumer Cyclical 475 $148K 0.00% SOLD
15 TRV TRAVELERS COMPANIES INC Financial Services 475 $139K 0.00% SOLD
16 ECL ECOLAB INC Basic Materials 475 $126K 0.00% SOLD
17 UNP UNION PAC CORP Industrials 475 $115K 0.00% SOLD
18 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 2,947 $108K 0.00% SOLD
19 PNC PNC FINL SVCS GROUP INC Financial Services 475 $99K 0.00% SOLD
20 SPG SIMON PPTY GROUP INC NEW Real Estate 475 $89K 0.00% SOLD
Page 1 of 2  ·  34 positions
Sector Allocation
Financial Services 43.8%
Energy 34.9%
Technology 9.5%
Industrials 3.2%
Healthcare 2.9%
Consumer Cyclical 1.8%
Communication Services 1.6%
Basic Materials 1.0%
Consumer Defensive 0.7%
Real Estate 0.6%