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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 4 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 6,094.0 $1.5M 0.17% +99.0 +1.6% $242.39 +2.8%
62 LRCX LAM RESEARCH CORP Technology 6,876.0 $1.5M 0.17% +1K +22.8% $213.66 +82.1%
63 GS GOLDMAN SACHS GROUP INC Financial Services 1,672.0 $1.4M 0.17% +55.0 +3.4% $845.99 +29.6%
64 TXN TEXAS INSTRS INC Technology 7,274.0 $1.4M 0.17% +472.0 +6.9% $194.14 +66.3%
65 KLAC KLA CORP Technology 959.0 $1.4M 0.17% +145.0 +17.8% $1472.41 -82.4%
66 HWM HOWMET AEROSPACE INC Industrials 6,106.0 $1.4M 0.17% +545.0 +9.8% $230.46 +20.5%
67 LIN LINDE PLC Basic Materials 2,754.0 $1.4M 0.16% +618.0 +28.9% $495.76 +3.3%
68 LOW LOWES COS INC Consumer Cyclical 5,680.0 $1.3M 0.16% +101.0 +1.8% $236.28 -6.0%
69 MS MORGAN STANLEY Financial Services 7,966.0 $1.3M 0.15% +528.0 +7.1% $164.57 +35.6%
70 ORCL ORACLE CORP Technology 8,750.0 $1.3M 0.15% +1K +17.9% $147.11 +25.3%
71 MCD MCDONALDS CORP Consumer Cyclical 4,136.0 $1.3M 0.15% +129.0 +3.2% $310.79 -10.4%
72 ISRG INTUITIVE SURGICAL INC Healthcare 2,756.0 $1.3M 0.15% +353.0 +14.7% $460.99 -11.8%
73 SCHW SCHWAB CHARLES CORP Financial Services 13,513.0 $1.3M 0.15% +125.0 +0.9% $93.98 -2.4%
74 ABT ABBOTT LABORATORIES Healthcare 12,352.0 $1.3M 0.15% +4K +40.6% $102.67 -13.9%
75 VZ VERIZON COMMUNICATIONS INC Communication Services 24,944.0 $1.3M 0.15% +3K +11.4% $50.20 -9.6%
76 T AT&T INC Communication Services 43,106.0 $1.2M 0.15% +9K +28.0% $28.99 -24.1%
77 NOC NORTHROP GRUMMAN CORP Industrials 1,792.0 $1.2M 0.14% +93.0 +5.5% $682.24 -23.6%
78 DUK DUKE ENERGY CORP NEW Utilities 9,300.0 $1.2M 0.14% +4K +73.8% $130.94 -5.4%
79 NEE NEXTERA ENERGY INC Utilities 13,098.0 $1.2M 0.14% +446.0 +3.5% $92.88 -6.6%
80 GD GENERAL DYNAMICS CORP Industrials 3,442.0 $1.2M 0.14% +2K +78.2% $343.22 +2.0%
Page 4 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%