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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 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STT STATE STR CORP Financial Services 227,089.0 $28.7M 3.39% -816K -78.2% $126.56 +33.0%
2 IJH ISHARES TR 414,897.0 $28.0M 3.31% -19K -4.4% $67.53 +12.2%
3 IJR ISHARES TR 215,794.0 $26.8M 3.17% -18K -7.7% $124.31 +15.2%
4 SPY STATE STR SPDR S&P 500 ETF T Financial Services 20,422.0 $13.3M 1.57% -7K -24.6% $650.35 +14.8%
5 MA MASTERCARD INCORPORATED Financial Services 3,788.0 $1.9M 0.22% -401.0 -9.6% $499.66 -2.0%
6 AKAM AKAMAI TECHNOLOGIES INC Technology 15,519.0 $1.8M 0.21% -5K -24.6% $114.85 +8.8%
7 SUB ISHARES TR 14,264.0 $1.5M 0.18% -1K -7.8% $106.50 +0.1%
8 IWM ISHARES TR 5,916.0 $1.5M 0.17% -358.0 -5.7% $248.00 +19.2%
9 GLW CORNING INC Technology 9,796.0 $1.3M 0.16% -1K -12.6% $135.97 +43.4%
10 CEG CONSTELLATION ENERGY CORP Utilities 3,929.0 $1.1M 0.13% -1K -21.1% $279.25 -1.9%
11 MPC MARATHON PETE CORP Energy 4,333.0 $1.1M 0.12% -5K -52.4% $244.20 -0.5%
12 BLK BLACKROCK INC Financial Services 946.0 $910K 0.11% -30.0 -3.1% $961.71 +9.2%
13 APH AMPHENOL CORP Technology 6,637.0 $839K 0.10% -73.0 -1.1% $126.35 +29.8%
14 IVE ISHARES TR 3,779.0 $798K 0.09% -119.0 -3.0% $211.15 +7.2%
15 SCHX SCHWAB STRATEGIC TR 30,655.0 $786K 0.09% -560.0 -1.8% $25.64 +15.0%
16 IVW ISHARES TR 6,674.0 $755K 0.09% -2K -19.2% $113.11 +22.0%
17 CMI CUMMINS INC Industrials 1,364.0 $734K 0.09% -114.0 -7.7% $538.02 +33.2%
18 CSX CSX CORP Industrials 17,500.0 $718K 0.09% -18K -50.4% $41.05 +11.2%
19 VTV VANGUARD INDEX FDS 3,452.0 $677K 0.08% -776.0 -18.4% $196.20 +10.3%
20 NSC NORFOLK SOUTHN CORP Industrials 2,352.0 $675K 0.08% -928.0 -28.3% $287.00 +4.6%
Page 1 of 3  ·  47 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%