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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 6 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CL COLGATE PALMOLIVE CO Consumer Defensive 6,997.0 $641K 0.06% +3K +55.7% $91.68 -1.5%
102 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,850.0 $638K 0.06% +411.0 +16.9% $223.95 +25.2%
103 PLD PROLOGIS INC. Real Estate 4,709.0 $638K 0.06% +394.0 +9.1% $135.47 +4.4%
104 CDNS CADENCE DESIGN SYSTEM INC Technology 1,646.0 $618K 0.06% +203.0 +14.1% $375.32 -16.7%
105 EQIX EQUINIX INC Real Estate 588.0 $613K 0.06% +41.0 +7.5% $1042.39 +4.1%
106 EVTR MORGAN STANLEY ETF TRUST 12,000.0 $609K 0.06% +2K +20.0% $50.71 -1.1%
107 PFE PFIZER INC Healthcare 25,150.0 $606K 0.06% +2K +7.6% $24.08 +16.4%
108 AMP AMERIPRISE FINL INC Financial Services 1,313.0 $602K 0.06% +13.0 +1.0% $458.76 +20.5%
109 VOO VANGUARD INDEX FDS 872.0 $599K 0.06% +141.0 +19.3% $686.81 +2.2%
110 CVS CVS HEALTH CORP Healthcare 5,760.0 $596K 0.06% +490.0 +9.3% $103.45 -9.1%
111 CINF CINCINNATI FINL CORP Financial Services 3,203.0 $593K 0.06% +799.0 +33.2% $185.14 -9.0%
112 PAYX PAYCHEX INC Industrials 5,938.0 $584K 0.06% +3K +76.2% $98.34 +25.7%
113 ITW ILLINOIS TOOL WKS INC Industrials 2,136.0 $578K 0.06% +167.0 +8.5% $270.47 +4.6%
114 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,003.0 $577K 0.06% +489.0 +8.9% $96.12 -50.7%
115 EXC EXELON CORP Utilities 12,172.0 $567K 0.06% +1K +10.8% $46.62 -2.7%
116 ACN ACCENTURE PLC IRELAND Technology 4,544.0 $565K 0.06% +3K +212.3% $124.44 +48.5%
117 BA BOEING CO Industrials 2,610.0 $565K 0.06% +326.0 +14.3% $216.47 -0.2%
118 WM WASTE MGMT INC DEL Industrials 2,525.0 $563K 0.06% +214.0 +9.3% $222.88 +0.9%
119 FCX FREEPORT MCMORAN INC Basic Materials 8,747.0 $550K 0.06% +699.0 +8.7% $62.89 +12.8%
120 GM GENERAL MTRS CO Consumer Cyclical 7,120.0 $549K 0.05% +284.0 +4.2% $77.08 +11.8%
Page 6 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%