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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 9 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FERROVIAL NV 192.0 $13K -158.0 -45.1% $68.61
162 EA ELECTRONIC ARTS INC Communication Services 60.0 $12K -3.0 -4.8% $205.03 +2.3%
163 IDXX IDEXX LABS INC Healthcare 21.0 $11K -19.0 -47.5% $526.43 +4.8%
Page 9 of 9  ·  163 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 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%