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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 4 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMGN AMGEN INC Healthcare 3,386.0 $1.2M 0.12% +164.0 +5.1% $362.12 +19.8%
62 WDC WESTERN DIGITAL CORP Technology 1,862.0 $1.2M 0.12% +16.0 +0.9% $638.72 -26.6%
63 WFC WELLS FARGO & CO Financial Services 14,111.0 $1.2M 0.12% +552.0 +4.1% $82.64 +1.3%
64 TROW PRICE T ROWE GROUP INC Financial Services 10,090.0 $1.1M 0.11% +6K +136.8% $113.69 -1.3%
65 MPC MARATHON PETE CORP Energy 4,465.0 $1.1M 0.11% +132.0 +3.0% $255.70 +40.1%
66 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,272.0 $1.1M 0.11% +29.0 +1.3% $501.36 +25.2%
67 AXP AMERICAN EXPRESS CO Financial Services 3,357.0 $1.1M 0.11% +309.0 +10.1% $338.25 -2.1%
68 ED CONSOLIDATED EDISON INC Utilities 10,209.0 $1.1M 0.11% +4K +57.4% $110.63 -2.1%
69 FAST FASTENAL CO Industrials 23,204.0 $1.1M 0.11% +4K +22.9% $48.03 +5.5%
70 C CITIGROUP INC Financial Services 7,643.0 $1.1M 0.11% +523.0 +7.3% $139.96 -7.4%
71 DE DEERE & CO Industrials 1,685.0 $1.1M 0.11% +73.0 +4.5% $634.33 -2.1%
72 PWR QUANTA SVCS INC Industrials 1,435.0 $1.0M 0.10% +34.0 +2.4% $720.04 -8.0%
73 WAB WABTEC Industrials 3,828.0 $1.0M 0.10% +135.0 +3.7% $269.60 +8.4%
74 PEP PEPSICO INC Consumer Defensive 7,605.0 $1.0M 0.10% +164.0 +2.2% $135.40 +4.9%
75 UNP UNION PAC CORP Industrials 3,751.0 $1.0M 0.10% +276.0 +7.9% $272.00 +11.8%
76 NOC NORTHROP GRUMMAN CORP Industrials 1,977.0 $1.0M 0.10% +185.0 +10.3% $509.31 +10.7%
77 ANET ARISTA NETWORKS INC Technology 5,880.0 $999K 0.10% +215.0 +3.8% $169.88 +8.2%
78 EA ELECTRONIC ARTS INC Communication Services 4,792.0 $983K 0.10% +2K +93.1% $205.04 +2.3%
79 IVW ISHARES TR 6,845.0 $941K 0.09% +171.0 +2.6% $137.53 +0.6%
80 MCK MCKESSON CORP Healthcare 1,200.0 $907K 0.09% +81.0 +7.2% $755.60 +11.0%
Page 4 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%