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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 6 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HON HONEYWELL INTL INC Industrials 3,785.0 $856K 0.10% +84.0 +2.3% $226.03 +1.3%
102 UNP UNION PAC CORP Industrials 3,475.0 $843K 0.10% +367.0 +11.8% $242.62 +5.9%
103 PRF INVESCO EXCHANGE TRADED FD T 17,546.0 $834K 0.10% +4K +30.9% $47.53 +13.3%
104 EEM ISHARES TR 14,595.0 $829K 0.10% +4K +38.2% $56.79 +24.7%
105 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 8,800.0 $812K 0.10% +892.0 +11.3% $92.31 -5.9%
106 WMB WILLIAMS COS INC Energy 11,129.0 $810K 0.10% +649.0 +6.2% $72.78 +0.5%
107 CMCSA COMCAST CORP NEW Communication Services 28,130.0 $808K 0.10% +11K +61.2% $28.71 -21.9%
108 C CITIGROUP INC Financial Services 7,120.0 $807K 0.10% +1K +18.0% $113.41 +26.1%
109 UBER UBER TECHNOLOGIES INC Technology 11,096.0 $798K 0.09% +2K +19.5% $71.93 -0.4%
110 VO VANGUARD INDEX FDS 2,755.0 $791K 0.09% +1K +64.9% $287.18 -72.1%
111 CTAS CINTAS CORP Industrials 4,576.0 $774K 0.09% +1K +34.6% $169.14 +1.0%
112 PWR QUANTA SVCS INC Industrials 1,401.0 $769K 0.09% +124.0 +9.7% $549.02 +27.9%
113 GILD GILEAD SCIENCES INC Healthcare 5,475.0 $763K 0.09% +636.0 +13.1% $139.37 -11.2%
114 DHR DANAHER CORP DEL Healthcare 3,991.0 $757K 0.09% +112.0 +2.9% $189.60 -6.6%
115 TMUS T-MOBILE US INC Communication Services 3,566.0 $749K 0.09% +364.0 +11.4% $210.03 -13.5%
116 SYK STRYKER CORPORATION Healthcare 2,273.0 $747K 0.09% +382.0 +20.2% $328.59 -6.3%
117 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,654.0 $739K 0.09% +322.0 +24.2% $446.54 +1.1%
118 SPGI S&P GLOBAL INC Financial Services 1,718.0 $731K 0.09% +126.0 +7.9% $425.34 -3.4%
119 INTU INTUIT Technology 1,684.0 $728K 0.09% +396.0 +30.8% $432.38 -38.2%
120 MDT MEDTRONIC PLC Healthcare 8,351.0 $724K 0.09% +3K +48.0% $86.65 -8.4%
Page 6 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%