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Portfolio (Quarterly) Guide ↗

CATALYST FINANCIAL PARTNERS LLC

· CIK 0001927537
13F Portfolio $847M AUM 370 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 226 Added 47 Reduced 23 Exited
Page 10 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CL COLGATE PALMOLIVE CO Consumer Defensive 4,495.0 $383K 0.04% +1K +32.9% $85.23 +5.0%
182 AMT AMERICAN TOWER CORP Real Estate 2,213.0 $382K 0.04% +299.0 +15.6% $172.58 +2.0%
183 SNPS SYNOPSYS INC Technology 958.0 $380K 0.04% +268.0 +38.8% $396.48 +14.9%
184 CINF CINCINNATI FINL CORP Financial Services 2,404.0 $378K 0.04% +213.0 +9.7% $157.35 +8.2%
185 DVN DEVON ENERGY CORP NEW Energy 7,397.0 $372K 0.04% +685.0 +10.2% $50.32 -16.3%
186 QUAL ISHARES TR 1,916.0 $368K 0.04% +383.0 +25.0% $191.81 +12.6%
187 ROP ROPER TECHNOLOGIES INC Industrials 1,029.0 $364K 0.04% +284.0 +38.1% $353.86 -6.7%
188 REGN REGENERON PHARMACEUTICALS Healthcare 462.0 $357K 0.04% +51.0 +12.4% $772.64 -21.1%
189 ECL ECOLAB INC Basic Materials 1,328.0 $353K 0.04% +154.0 +13.1% $266.02 +1.2%
190 MCO MOODYS CORP Financial Services 808.0 $352K 0.04% +225.0 +38.6% $436.25 +3.3%
191 WBD WARNER BROS DISCOVERY INC Communication Services 12,792.0 $351K 0.04% +1K +10.9% $27.46 -4.6%
192 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,269.0 $349K 0.04% +91.0 +7.7% $275.18 +13.6%
193 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,081.0 $344K 0.04% +832.0 +66.6% $165.14 +7.6%
194 MMM 3M CO Industrials 2,356.0 $342K 0.04% +96.0 +4.2% $145.23 +10.6%
195 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 5,492.0 $337K 0.04% +2K +55.8% $61.35 -28.8%
196 CTVA CORTEVA INC Basic Materials 3,988.0 $334K 0.04% +249.0 +6.7% $83.71 -6.1%
197 GWW WW GRAINGER INC Industrials 300.0 $327K 0.04% +81.0 +37.0% $1090.81 +25.2%
198 SYY SYSCO CORP Consumer Defensive 4,575.0 $326K 0.04% +431.0 +10.4% $71.33 +10.3%
199 BDX BECTON DICKINSON & CO Healthcare 2,055.0 $323K 0.04% +317.0 +18.2% $157.23 -8.4%
200 SPG SIMON PPTY GROUP INC NEW Real Estate 1,704.0 $318K 0.04% +116.0 +7.3% $186.53 +13.3%
Page 10 of 12  ·  226 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
Technology 31.3%
Financial Services 19.7%
Healthcare 9.5%
Communication Services 9.4%
Industrials 8.4%
Consumer Cyclical 7.5%
Consumer Defensive 5.4%
Energy 4.1%
Utilities 2.5%
Basic Materials 1.3%