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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 2 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 5,868.0 $5.4M 0.64% +467.0 +8.7% $919.77 +19.4%
22 RLY SSGA ACTIVE ETF TR 142,473.0 $5.2M 0.61% +31K +27.3% $36.15 -2.2%
23 TSLA TESLA INC Consumer Cyclical 13,540.0 $5.0M 0.59% +461.0 +3.5% $371.75 +7.7%
24 WMT WALMART INC Consumer Defensive 35,548.0 $4.4M 0.52% +5K +15.0% $124.28 -5.7%
25 V VISA INC Financial Services 13,051.0 $3.9M 0.47% +3K +28.6% $302.24 +8.3%
26 VTI VANGUARD INDEX FDS 12,129.0 $3.9M 0.46% +1K +11.1% $320.82 +15.3%
27 CGGO CAPITAL GROUP GBL GROWTH EQT 115,406.0 $3.9M 0.46% +9K +8.9% $33.37 +27.2%
28 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,630.0 $3.6M 0.43% +1K +43.8% $996.43 -4.5%
29 CAT CATERPILLAR INC Industrials 5,039.0 $3.6M 0.42% +145.0 +3.0% $708.46 +39.1%
30 ABBV ABBVIE INC Healthcare 16,332.0 $3.6M 0.42% +2K +14.8% $217.49 -0.5%
31 CVX CHEVRON CORPORATION Energy 16,187.0 $3.3M 0.40% +4K +31.3% $206.90 -16.1%
32 VTEB VANGUARD MUN BD FDS 66,795.0 $3.3M 0.39% +638.0 +1.0% $49.89 +1.1%
33 IWR ISHARES TR 30,327.0 $2.9M 0.35% +3K +10.3% $97.23 +11.6%
34 NFLX NETFLIX INC. Communication Services 30,358.0 $2.9M 0.34% +6K +26.4% $96.15 -19.5%
35 PG PROCTER & GAMBLE CO Consumer Defensive 20,077.0 $2.9M 0.34% +1K +6.4% $144.44 +4.1%
36 ACWX ISHARES TR 40,374.0 $2.8M 0.33% +9K +30.2% $68.47 +12.6%
37 KMB KIMBERLY-CLARK CORP Consumer Defensive 28,588.0 $2.8M 0.33% +522.0 +1.9% $96.47 +6.3%
38 AMAT APPLIED MATLS INC Technology 7,623.0 $2.6M 0.31% +1K +21.2% $341.79 +80.6%
39 PM PHILIP MORRIS INTL INC Consumer Defensive 15,297.0 $2.5M 0.30% +388.0 +2.6% $165.35 +7.9%
40 CSCO CISCO SYS INC Technology 32,410.0 $2.5M 0.30% +5K +16.3% $77.59 +54.1%
Page 2 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%