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Portfolio (Quarterly) Guide ↗

Catalyst Capital Advisors LLC

· CIK 0001549275
13F Portfolio $5.4B AUM 482 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 91 Added 161 Reduced 57 Exited
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CYBERARK SOFTWARE LTD 605 $270K 0.01% SOLD
22 CRM SALESFORCE INC Technology 1,011 $268K 0.01% SOLD
23 SPGI S&P GLOBAL INC Financial Services 505 $264K 0.01% SOLD
24 DE DEERE & CO Industrials 505 $235K 0.01% SOLD
25 ORCL ORACLE CORP Technology 1,011 $197K 0.00% SOLD
26 TT TRANE TECHNOLOGIES PLC Industrials 505 $197K 0.00% SOLD
27 GFI GOLD FIELDS LTD Basic Materials 4,480 $196K 0.00% SOLD
28 MSI MOTOROLA SOLUTIONS INC Technology 505 $194K 0.00% SOLD
29 BSX BOSTON SCIENTIFIC CORP Healthcare 2,021 $193K 0.00% SOLD
30 HPK HIGHPEAK ENERGY INC Energy 40,000 $190K 0.00% SOLD
31 WFC WELLS FARGO CO NEW Financial Services 2,021 $188K 0.00% SOLD
32 DIS DISNEY WALT CO Communication Services 1,516 $172K 0.00% SOLD
33 LHX L3HARRIS TECHNOLOGIES INC Industrials 505 $148K 0.00% SOLD
34 FDX FEDEX CORP Industrials 505 $146K 0.00% SOLD
35 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 505 $141K 0.00% SOLD
36 ITW ILLINOIS TOOL WKS INC Industrials 505 $124K 0.00% SOLD
37 LOW LOWES COS INC Consumer Cyclical 505 $122K 0.00% SOLD
38 MET METLIFE INC Financial Services 1,516 $120K 0.00% SOLD
39 BA BOEING CO Industrials 505 $110K 0.00% SOLD
40 OMF ONEMAIN HLDGS INC Financial Services 1,600 $108K 0.00% SOLD
Page 2 of 3  ·  57 positions
Sector Allocation
Financial Services 40.5%
Energy 40.0%
Technology 6.8%
Healthcare 3.4%
Industrials 3.2%
Communication Services 1.9%
Consumer Cyclical 1.8%
Basic Materials 1.0%
Consumer Defensive 1.0%
Real Estate 0.3%