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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 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLK BLACKROCK INC Financial Services 896.0 $862K 0.09% -50.0 -5.3% $961.56 +20.5%
42 IVE ISHARES TR 3,658.0 $831K 0.08% -121.0 -3.2% $227.06 +5.0%
43 CRM SALESFORCE INC Technology 5,245.0 $822K 0.08% -3K -35.3% $156.66 +31.6%
44 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 8,169.0 $752K 0.07% -631.0 -7.2% $92.09 -1.0%
45 UBER UBER TECHNOLOGIES INC Technology 10,422.0 $752K 0.07% -674.0 -6.1% $72.16 +8.1%
46 PRF INVESCO EXCHANGE TRADED FD T 13,247.0 $716K 0.07% -4K -24.5% $54.03 +4.3%
47 NSC NORFOLK SOUTHN CORP Industrials 2,217.0 $697K 0.07% -135.0 -5.7% $314.59 +9.9%
48 FIX COMFORT SYS USA INC Industrials 347.0 $688K 0.07% -10.0 -2.8% $1981.95 -14.4%
49 NOW SERVICENOW INC Technology 6,885.0 $684K 0.07% -1K -17.8% $99.28 +28.1%
50 D DOMINION ENERGY INC Utilities 9,978.0 $681K 0.07% -1K -10.4% $68.29 -0.0%
51 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,320.0 $656K 0.07% -334.0 -20.2% $496.73 +11.1%
52 IWN ISHARES TR 2,806.0 $621K 0.06% -117.0 -4.0% $221.20 +2.0%
53 SBUX STARBUCKS CORP Consumer Cyclical 6,033.0 $617K 0.06% -63.0 -1.0% $102.19 +2.7%
54 AME AMETEK INC Industrials 2,532.0 $613K 0.06% -743.0 -22.7% $241.94 +0.5%
55 SO SOUTHERN CO Utilities 6,300.0 $603K 0.06% -558.0 -8.1% $95.71 -3.7%
56 SYK STRYKER CORPORATION Healthcare 1,904.0 $599K 0.06% -369.0 -16.2% $314.84 +8.0%
57 SNX TD SYNNEX CORPORATION Technology 2,205.0 $589K 0.06% -48.0 -2.1% $267.34 -5.8%
58 TMUS T-MOBILE US INC Communication Services 3,470.0 $582K 0.06% -96.0 -2.7% $167.73 +8.7%
59 CTAS CINTAS CORP Industrials 3,283.0 $558K 0.06% -1K -28.3% $170.08 +19.4%
60 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,166.0 $557K 0.06% -418.0 -26.4% $477.57 -13.7%
Page 3 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%