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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 2 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 11,903.0 $6.0M 0.59% +92.0 +0.8% $500.39
22 AMD ADVANCED MICRO DEVICES INC Technology 10,189.0 $5.9M 0.59% +910.0 +9.8% $580.91 -20.1%
23 INTC INTEL CORP Technology 39,134.0 $5.5M 0.54% +3K +9.7% $139.63 -34.3%
24 VTI VANGUARD INDEX FDS 13,933.0 $5.2M 0.51% +2K +14.9% $370.05 +2.3%
25 CGGO CAPITAL GROUP GBL GROWTH EQT 118,002.0 $5.0M 0.49% +3K +2.2% $42.33 -4.1%
26 V VISA INC Financial Services 13,326.0 $4.6M 0.45% +275.0 +2.1% $343.09 +7.3%
27 CSCO CISCO SYS INC Technology 35,893.0 $4.2M 0.42% +3K +10.8% $117.46 -5.9%
28 IWR ISHARES TR 33,625.0 $3.7M 0.37% +3K +10.9% $110.32 +2.5%
29 LRCX LAM RESEARCH CORP Technology 7,605.0 $3.3M 0.33% +729.0 +10.6% $433.33 -28.8%
30 PG PROCTER & GAMBLE CO Consumer Defensive 21,964.0 $3.2M 0.32% +2K +9.4% $146.64 -2.3%
31 UNH UNITEDHEALTH GROUP INC Healthcare 7,526.0 $3.1M 0.31% +809.0 +12.0% $415.63 -6.7%
32 ACWX ISHARES TR 41,024.0 $3.1M 0.31% +650.0 +1.6% $76.11 +1.6%
33 KLAC KLA CORP Technology 10,149.0 $3.1M 0.30% +9K +958.3% $301.71 -38.0%
34 PM PHILIP MORRIS INTL INC Consumer Defensive 15,712.0 $2.8M 0.28% +415.0 +2.7% $180.92 +6.9%
35 GEV GE VERNOVA INC Utilities 2,399.0 $2.8M 0.28% +166.0 +7.4% $1174.86 -18.9%
36 MA MASTERCARD INCORPORATED Financial Services 5,424.0 $2.8M 0.28% +2K +43.2% $513.60 +12.7%
37 GE GE AEROSPACE Industrials 7,365.0 $2.8M 0.27% +131.0 +1.8% $373.72 -6.9%
38 BAC BANK OF AMER CORP Financial Services 47,847.0 $2.7M 0.27% +3K +5.7% $56.98 +10.2%
39 MRK MERCK & CO INC Healthcare 20,205.0 $2.6M 0.26% +987.0 +5.1% $128.50 +17.9%
40 NFLX NETFLIX INC. Communication Services 31,326.0 $2.2M 0.22% +968.0 +3.2% $71.40 +12.8%
Page 2 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%