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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 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 1,153.0 $665K 0.08% -170.0 -12.8% $577.18 +28.3%
22 VLO VALERO ENERGY CORP Energy 2,478.0 $612K 0.07% -1K -34.4% $247.08 -4.4%
23 AMP AMERIPRISE FINL INC Financial Services 1,300.0 $578K 0.07% -36.0 -2.7% $444.40 +5.2%
24 DIS DISNEY WALT CO Communication Services 5,978.0 $576K 0.07% -893.0 -13.0% $96.38 +7.8%
25 EXC EXELON CORP Utilities 10,991.0 $539K 0.06% -5K -29.2% $49.02 -6.5%
26 BSX BOSTON SCIENTIFIC CORP Healthcare 8,538.0 $536K 0.06% -940.0 -9.9% $62.75 -27.8%
27 DGRO ISHARES TR 7,599.0 $533K 0.06% -98.0 -1.3% $70.18 +6.6%
28 VOO VANGUARD INDEX FDS 731.0 $437K 0.05% -22.0 -2.9% $597.55 +15.2%
29 CVS CVS HEALTH CORP Healthcare 5,270.0 $378K 0.04% -1K -20.8% $71.82 +36.9%
30 PNC PNC FINL SVCS GROUP INC Financial Services 1,669.0 $347K 0.04% -668.0 -28.6% $208.09 +11.5%
31 USB US BANCORP Financial Services 6,362.0 $331K 0.04% -325.0 -4.9% $52.01 +11.8%
32 MET METLIFE INC Financial Services 4,502.0 $318K 0.04% -77.0 -1.7% $70.72 +21.0%
33 SLB SLB LIMITED Energy 6,082.0 $313K 0.04% -2K -22.6% $51.39 -6.4%
34 APP APPLOVIN CORP Technology 749.0 $298K 0.04% -15.0 -2.0% $398.00 +18.0%
35 ACN ACCENTURE PLC IRELAND Technology 1,455.0 $289K 0.03% -1K -49.1% $198.29 -35.5%
36 IWD ISHARES TR 1,345.0 $287K 0.03% -36.0 -2.6% $213.67 +13.3%
37 AFL AFLAC INC Financial Services 2,584.0 $283K 0.03% -108.0 -4.0% $109.71 +5.3%
38 SHW SHERWIN WILLIAMS CO Basic Materials 866.0 $278K 0.03% -40.0 -4.4% $320.55 +0.1%
39 KMI KINDER MORGAN INC DEL Energy 8,146.0 $273K 0.03% -200.0 -2.4% $33.53 -5.8%
40 IDV ISHARES TR 6,379.0 $271K 0.03% -1K -15.3% $42.56 -1.0%
Page 2 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%