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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 16 of 19  ·  367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EBAY EBAY INC. Consumer Cyclical 475.0 $43K 0.00% NEW $91.02 +18.9%
302 CEG CONSTELLATION ENERGY CORP Utilities 154.0 $43K 0.00% +38.0 +32.8% $279.25 -1.9%
303 ASML ASML HLDG NV Technology 32.0 $42K 0.00% $1320.84 +46.1%
304 CL COLGATE PALMOLIVE CO Consumer Defensive 475.0 $40K 0.00% NEW $85.23 +5.0%
305 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 99.0 $39K 0.00% NEW $391.76 +173.2%
306 ADP AUTOMATIC DATA PROCESSING IN Industrials 181.0 $37K 0.00% -494.0 -73.2% $203.18 +7.5%
307 CRWD CROWDSTRIKE HLDGS INC Technology 94.0 $37K 0.00% -7K -98.7% $390.41 +75.4%
308 TATT TAT TECHNOLOGIES LTD Industrials 900.0 $37K 0.00% $40.63 +15.1%
309 WDC WESTERN DIGITAL CORP Technology 131.0 $35K 0.00% NEW $270.49 +175.9%
310 GM GENERAL MTRS CO Consumer Cyclical 475.0 $35K 0.00% -536.0 -53.0% $74.50 +6.4%
311 ADBE ADOBE INC Technology 145.0 $35K 0.00% -19.0 -11.6% $243.08 -19.7%
312 SBUX STARBUCKS CORP Consumer Cyclical 391.0 $35K 0.00% +61.0 +18.5% $89.59 +12.3%
313 CMCSA COMCAST CORP NEW Communication Services 1,218.0 $35K 0.00% -252.0 -17.1% $28.71 -21.9%
314 PSBD PALMER SQUARE CAPITAL BDC IN Financial Services 3,363.0 $33K 0.00% NEW $9.77 +10.3%
315 MSCI MSCI INC Financial Services 60.0 $32K 0.00% $539.02 +7.8%
316 LMAT LEMAITRE VASCULAR INC Healthcare 290.0 $32K 0.00% NEW $109.17 -13.9%
317 MRVL MARVELL TECHNOLOGY INC Technology 319.0 $32K 0.00% -33.0 -9.4% $99.05 +213.6%
318 DAL DELTA AIR LINES INC Industrials 475.0 $32K 0.00% -1K -68.7% $66.48 +26.6%
319 XPEL XPEL INC Consumer Cyclical 700.0 $31K 0.00% $44.26 +2.7%
320 REGN REGENERON PHARMACEUTICALS Healthcare 40.0 $31K 0.00% $772.65 -21.1%
Page 16 of 19  ·  367 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%