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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 5 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWY ISHARES TR 4,656.0 $1.2M 0.14% +724.0 +18.4% $248.84 +16.0%
82 VB VANGUARD INDEX FDS 4,415.0 $1.2M 0.14% +758.0 +20.7% $261.92 +13.2%
83 PEP PEPSICO INC Consumer Defensive 7,441.0 $1.2M 0.14% +207.0 +2.9% $155.29 -8.5%
84 CME CME GROUP INC Financial Services 3,885.0 $1.1M 0.14% +2K +105.0% $295.35 -16.6%
85 AMGN AMGEN INC Healthcare 3,222.0 $1.1M 0.13% +301.0 +10.3% $351.85 -4.1%
86 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,243.0 $1.1M 0.13% +32.0 +1.4% $491.53 -5.5%
87 BKNG BOOKING HOLDINGS INC Consumer Cyclical 258.0 $1.1M 0.13% +57.0 +28.4% $4210.32 -95.9%
88 WFC WELLS FARGO & CO Financial Services 13,559.0 $1.1M 0.13% +566.0 +4.4% $79.61 +3.3%
89 TT TRANE TECHNOLOGIES PLC Industrials 2,416.0 $1.0M 0.12% +80.0 +3.4% $416.74 +16.0%
90 FNDX SCHWAB STRATEGIC TR 35,210.0 $981K 0.12% +26K +291.5% $27.85 +11.5%
91 MCK MCKESSON CORP Healthcare 1,119.0 $968K 0.11% +13.0 +1.2% $865.36 -13.3%
92 ADI ANALOG DEVICES INC Technology 3,015.0 $959K 0.11% +432.0 +16.7% $318.14 +36.6%
93 MO ALTRIA GROUP INC Consumer Defensive 14,224.0 $939K 0.11% +2K +13.0% $65.99 +4.7%
94 WAB WABTEC Industrials 3,693.0 $923K 0.11% +84.0 +2.3% $249.91 +9.6%
95 AXP AMERICAN EXPRESS CO Financial Services 3,048.0 $922K 0.11% +188.0 +6.6% $302.48 +11.7%
96 DE DEERE & CO Industrials 1,612.0 $908K 0.11% +50.0 +3.2% $563.30 +4.6%
97 BND VANGUARD BD INDEX FDS 12,240.0 $901K 0.11% +2K +18.4% $73.64 -0.4%
98 FORTINET INC 10,782.0 $881K 0.10% +5K +83.7% $81.72
99 FAST FASTENAL CO Industrials 18,888.0 $876K 0.10% +6K +51.3% $46.40 -1.1%
100 NOW SERVICENOW INC Technology 8,380.0 $876K 0.10% +2K +24.8% $104.55 -9.1%
Page 5 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%