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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LMAT LEMAITRE VASCULAR INC Healthcare 290.0 $32K 0.00% NEW $109.17 -13.9%
42 FERROVIAL SE 350.0 $23K NEW $65.05
43 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 39.0 $13K NEW $330.87 -16.0%
44 INSM INSMED INC Healthcare 77.0 $13K NEW $163.52 -41.4%
Page 3 of 3  ·  44 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
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%