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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 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LEN LENNAR CORP Consumer Cyclical 2,444.0 $221K 0.02% NEW $90.49 -3.5%
42 ENTERGY CORP NEW 1,922.0 $221K 0.02% NEW $114.86
43 MAA MID-AMER APT CMNTYS INC Real Estate 1,587.0 $220K 0.02% NEW $138.94 -5.4%
44 TWLO TWILIO INC Communication Services 1,065.0 $220K 0.02% NEW $206.33 +7.5%
45 AZN ASTRAZENECA PLC Healthcare 1,158.0 $220K 0.02% NEW $189.62 -13.0%
46 BLACKROCK ETF TRUST 5,985.0 $219K 0.02% NEW $36.60
47 CORPAY INC 657.0 $219K 0.02% NEW $333.27
48 MSCI MSCI INC Financial Services 390.0 $218K 0.02% NEW $560.04 +0.9%
49 SNDR SCHNEIDER NATIONAL INC Industrials 5,967.0 $218K 0.02% NEW $36.53 -4.2%
50 MELI MERCADOLIBRE INC Consumer Cyclical 127.0 $216K 0.02% NEW $1697.39 +12.4%
51 A AGILENT TECHNOLOGIES INC Healthcare 1,616.0 $215K 0.02% NEW $132.83 +17.0%
52 KKR KKR & CO INC Financial Services 2,331.0 $214K 0.02% NEW $91.78 +20.4%
53 AVT AVNET INC Technology 2,389.0 $212K 0.02% NEW $88.82 -0.5%
54 CARNIVAL CORP LTD 7,389.0 $211K 0.02% NEW $28.57
55 VNQ VANGUARD INDEX FDS 2,179.0 $210K 0.02% NEW $96.43 +2.3%
56 ITOT ISHARES TR 1,279.0 $210K 0.02% NEW $164.27 +2.7%
57 TPR TAPESTRY INC Consumer Cyclical 1,422.0 $208K 0.02% NEW $146.38 -10.0%
58 NEU NEWMARKET CORP Basic Materials 262.0 $207K 0.02% NEW $791.24 +17.6%
59 IWV ISHARES TR 485.0 $207K 0.02% NEW $426.40 +2.8%
60 Q QNITY ELECTRONICS INC Technology 1,265.0 $207K 0.02% NEW $163.31 -22.8%
Page 3 of 4  ·  66 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%