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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 5 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,982.0 $888K 0.09% +5K +1831.0% $178.24 +19.5%
82 VO VANGUARD INDEX FDS 11,020.0 $888K 0.09% +8K +300.0% $80.57 +3.1%
83 WMB WILLIAMS COS INC Energy 11,551.0 $859K 0.09% +422.0 +3.8% $74.34 -1.5%
84 VICI VICI PPTYS INC Real Estate 32,131.0 $853K 0.09% +16K +100.7% $26.55 -0.7%
85 CSX CSX CORP Industrials 17,801.0 $846K 0.08% +301.0 +1.7% $47.53 +6.6%
86 COF CAPITAL ONE FINL CORP Financial Services 4,215.0 $846K 0.08% +286.0 +7.3% $200.62 +10.0%
87 SPGI S&P GLOBAL INC Financial Services 2,072.0 $844K 0.08% +354.0 +20.6% $407.26 +4.8%
88 SPYM SPDR SERIES TRUST 9,579.0 $842K 0.08% +4K +67.4% $87.88 +3.0%
89 DHR DANAHER CORP DEL Healthcare 4,385.0 $835K 0.08% +394.0 +9.9% $190.48 +11.0%
90 MGK VANGUARD WORLD FD 9,475.0 $833K 0.08% +8K +400.0% $87.91 +1.7%
91 GL GLOBE LIFE INC Financial Services 4,551.0 $813K 0.08% +2K +65.9% $178.68 -4.0%
92 WELL WELLTOWER INC Real Estate 3,566.0 $809K 0.08% +80.0 +2.3% $226.97 +3.9%
93 GGG GRACO INC Industrials 10,653.0 $805K 0.08% +4K +65.7% $75.61 +9.4%
94 LMT LOCKHEED MARTIN CORP Industrials 1,495.0 $762K 0.08% +301.0 +25.2% $509.46 +15.6%
95 GILD GILEAD SCIENCES INC Healthcare 5,716.0 $722K 0.07% +241.0 +4.4% $126.34 +16.8%
96 DIS DISNEY WALT CO Communication Services 7,390.0 $711K 0.07% +1K +23.6% $96.25 +11.1%
97 VLO VALERO ENERGY CORP Energy 2,600.0 $677K 0.07% +122.0 +4.9% $260.44 +33.0%
98 ALL ALLSTATE CORP Financial Services 2,840.0 $676K 0.07% +648.0 +29.6% $237.94 +9.2%
99 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,926.0 $674K 0.07% +58.0 +3.1% $350.07 -8.7%
100 JCI JOHNSON CONTROLS INTERNATION Industrials 4,497.0 $657K 0.07% +569.0 +14.5% $146.11 -0.8%
Page 5 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%