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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 18 of 19  ·  367 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ARM ARM HOLDINGS PLC Technology 105.0 $16K +54.0 +105.9% $151.28 +190.5%
342 FANG DIAMONDBACK ENERGY INC Energy 78.0 $15K -527.0 -87.1% $197.79 -7.2%
343 CPRT COPART INC Industrials 464.0 $15K -48.0 -9.4% $33.20 -8.9%
344 ROP ROPER TECHNOLOGIES INC Industrials 42.0 $15K $353.86 -6.7%
345 ODFL OLD DOMINION FREIGHT LINE IN Industrials 68.0 $13K -531.0 -88.7% $195.40 +13.1%
346 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 39.0 $13K NEW $330.87 -16.0%
347 PAYX PAYCHEX INC Industrials 140.0 $13K +10.0 +7.7% $92.12 +6.6%
348 EA ELECTRONIC ARTS INC Communication Services 63.0 $13K -10.0 -13.7% $203.87 -0.8%
349 AXON AXON ENTERPRISE INC Industrials 30.0 $13K $424.70 -0.3%
350 DDOG DATADOG INC Technology 107.0 $13K $118.05 +88.9%
351 INSM INSMED INC Healthcare 77.0 $13K NEW $163.52 -41.4%
352 PYPL PAYPAL HLDGS INC Financial Services 276.0 $12K +28.0 +11.3% $45.23 -6.0%
353 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 197.0 $12K -1K -88.4% $61.35 -28.8%
354 MSTR STRATEGY INC Technology 96.0 $12K -2.0 -2.0% $124.80 -9.8%
355 CHTR CHARTER COMMUNICATIONS INC Communication Services 55.0 $12K -16.0 -22.5% $215.87 -41.5%
356 KHC KRAFT HEINZ CO Consumer Defensive 515.0 $12K -80.0 -13.4% $22.49 +1.5%
357 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 58.0 $11K -12.0 -17.1% $197.50 +21.2%
358 THOMSON REUTERS CORP 127.0 $11K +14.0 +12.4% $89.98
359 CSGP COSTAR GROUP INC Real Estate 279.0 $11K +51.0 +22.4% $40.34 -25.3%
360 VRSK VERISK ANALYTICS INC Industrials 59.0 $11K -9.0 -13.2% $189.75 -8.4%
Page 18 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%