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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 1 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 194,787.0 $145.9M 14.47% -6K -3.1% $748.89 +3.2%
2 IJR ISHARES TR 206,827.0 $30.7M 3.04% -9K -4.2% $148.31 -0.3%
3 JNJ JOHNSON & JOHNSON Healthcare 24,867.0 $6.3M 0.63% -753.0 -2.9% $253.97 +7.7%
4 TSLA TESLA INC Consumer Cyclical 13,325.0 $5.6M 0.56% -215.0 -1.6% $420.60 -16.5%
5 XOM EXXON MOBIL CORP Energy 36,609.0 $5.0M 0.50% -3K -6.8% $136.72 +20.5%
6 ABBV ABBVIE INC Healthcare 15,393.0 $3.9M 0.38% -939.0 -5.8% $251.64 +5.7%
7 WMT WALMART INC Consumer Defensive 33,329.0 $3.8M 0.37% -2K -6.2% $113.26 +0.9%
8 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,513.0 $3.3M 0.33% -117.0 -3.2% $935.47 +2.3%
9 VTEB VANGUARD MUN BD FDS 59,485.0 $3.0M 0.30% -7K -10.9% $50.58 -1.8%
10 RTX RTX CORPORATION Industrials 12,645.0 $2.4M 0.24% -264.0 -2.0% $189.73 +16.1%
11 CVX CHEVRON CORPORATION Energy 13,492.0 $2.2M 0.22% -3K -16.6% $165.76 +24.1%
12 GLW CORNING INC Technology 8,681.0 $2.2M 0.22% -1K -11.4% $255.42 -40.3%
13 KO COCA COLA CO Consumer Defensive 26,432.0 $2.1M 0.21% -1K -5.2% $81.27 +11.2%
14 TXN TEXAS INSTRS INC Technology 7,118.0 $2.1M 0.21% -156.0 -2.1% $298.07 -10.3%
15 SNDK SANDISK CORP Technology 881.0 $2.0M 0.20% -31.0 -3.4% $2273.73 -31.0%
16 VWO VANGUARD INTL EQUITY INDEX F 30,865.0 $1.8M 0.18% -920.0 -2.9% $59.69 +0.6%
17 VEA VANGUARD TAX-MANAGED FDS 24,054.0 $1.7M 0.17% -330.0 -1.4% $71.25 +2.2%
18 HD HOME DEPOT INC Consumer Cyclical 4,720.0 $1.7M 0.17% -166.0 -3.4% $352.68 -2.4%
19 TJX TJX COS INC NEW Consumer Cyclical 10,653.0 $1.6M 0.16% -584.0 -5.2% $151.50 -4.6%
20 HWM HOWMET AEROSPACE INC Industrials 5,722.0 $1.5M 0.15% -384.0 -6.3% $268.86 +5.4%
Page 1 of 6  ·  117 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%