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Portfolio (Quarterly) Guide ↗

CATALYST FINANCIAL PARTNERS LLC

· CIK 0001927537
13F Portfolio $1.0B AUM 416 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 66 New 196 Added 117 Reduced 20 Exited
Page 10 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CAH CARDINAL HEALTH INC Healthcare 1,174.0 $279K 0.03% +66.0 +6.0% $237.56 -2.9%
182 EBAY EBAY INC. Consumer Cyclical 2,479.0 $277K 0.03% +149.0 +6.4% $111.75 -6.2%
183 KMI KINDER MORGAN INC DEL Energy 8,664.0 $277K 0.03% +518.0 +6.4% $31.97 -2.1%
184 BKR BAKER HUGHES COMPANY Energy 4,986.0 $277K 0.03% +646.0 +14.9% $55.50 +13.7%
185 TFC TRUIST FINL CORP Financial Services 5,549.0 $276K 0.03% +450.0 +8.8% $49.82 +1.8%
186 ES EVERSOURCE ENERGY Utilities 3,810.0 $275K 0.03% +27.0 +0.7% $72.27 +0.0%
187 PCAR PACCAR INC Industrials 2,261.0 $272K 0.03% +124.0 +5.8% $120.12 +7.8%
188 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,803.0 $265K 0.03% +256.0 +3.4% $34.00 +3.1%
189 TDG TRANSDIGM GROUP INC Industrials 199.0 $265K 0.03% +26.0 +15.0% $1332.04 -10.5%
190 DLR DIGITAL RLTY TR INC Real Estate 1,475.0 $265K 0.03% +101.0 +7.3% $179.58 +8.2%
191 MTB M & T BK CORP Financial Services 1,088.0 $259K 0.03% +49.0 +4.7% $238.01 +1.6%
192 RMD RESMED INC Healthcare 1,246.0 $243K 0.02% +305.0 +32.4% $194.88 +17.8%
193 BEDY BNY MELLON ETF TRUST II 7,933.0 $230K 0.02% +136.0 +1.7% $29.01 +3.4%
194 F FORD MTR CO Consumer Cyclical 15,639.0 $217K 0.02% +1K +8.3% $13.90 +0.5%
195 DOW DOW HLDGS INC Basic Materials 7,910.0 $216K 0.02% +932.0 +13.4% $27.36 +21.3%
196 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,589.0 $210K 0.02% +99.0 +4.0% $81.16 -7.7%
Page 10 of 10  ·  196 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 34.8%
Financial Services 20.3%
Healthcare 9.0%
Communication Services 8.9%
Industrials 8.2%
Consumer Cyclical 6.9%
Consumer Defensive 4.8%
Energy 2.7%
Utilities 2.2%
Basic Materials 1.1%