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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 4 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTV VANGUARD INDEX FDS 2,538.0 $553K 0.06% -914.0 -26.5% $217.93 +4.1%
62 SPDW SPDR INDEX SHS FDS 10,912.0 $550K 0.06% -2K -17.7% $50.39 +2.5%
63 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,873.0 $544K 0.05% -96.0 -4.9% $290.59 -4.6%
64 FDX FEDEX CORP Industrials 1,722.0 $539K 0.05% -113.0 -6.2% $313.13 +4.9%
65 CME CME GROUP INC Financial Services 2,412.0 $533K 0.05% -1K -37.9% $220.83 +20.9%
66 MDT MEDTRONIC PLC Healthcare 6,711.0 $525K 0.05% -2K -19.6% $78.23 +20.3%
67 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,894.0 $512K 0.05% -936.0 -9.5% $57.62 +17.3%
68 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,719.0 $504K 0.05% -134.0 -7.2% $293.18 +3.4%
69 NEM NEWMONT CORP Basic Materials 5,256.0 $491K 0.05% -104.0 -1.9% $93.40 +33.9%
70 O REALTY INCOME CORP Real Estate 6,939.0 $430K 0.04% -605.0 -8.0% $61.96 +1.6%
71 TEL TE CONNECTIVITY PLC Technology 2,130.0 $429K 0.04% -379.0 -15.1% $201.61 +1.0%
72 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,299.0 $429K 0.04% -9.0 -0.7% $330.46 +1.3%
73 INGERSOLL RAND INC 5,116.0 $419K 0.04% -244.0 -4.5% $81.99
74 AON AON PLC Financial Services 1,260.0 $418K 0.04% -19.0 -1.5% $331.69 +5.0%
75 SNPS SYNOPSYS INC Technology 931.0 $415K 0.04% -27.0 -2.8% $446.07 -10.0%
76 UPS UNITED PARCEL SVCS INC Industrials 3,850.0 $414K 0.04% -2K -35.7% $107.50 -4.3%
77 VIOO VANGUARD ADMIRAL FDS INC 2,986.0 $411K 0.04% -466.0 -13.5% $137.54 -0.3%
78 BN BROOKFIELD CORP Financial Services 9,351.0 $398K 0.04% -589.0 -5.9% $42.59 -1.0%
79 CBOE CBOE GLOBAL MKTS INC Financial Services 1,626.0 $395K 0.04% -336.0 -17.1% $242.67 +15.7%
80 CI THE CIGNA GROUP Healthcare 1,400.0 $386K 0.04% -88.0 -5.9% $275.68 +0.6%
Page 4 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%