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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 10 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AME AMETEK INC Industrials 2,532.0 $613K 0.06% -743.0 -22.7% $241.94 -1.2%
182 EVTR MORGAN STANLEY ETF TRUST 12,000.0 $609K 0.06% +2K +20.0% $50.71 -1.1%
183 PFE PFIZER INC Healthcare 25,150.0 $606K 0.06% +2K +7.6% $24.08 +15.5%
184 SO SOUTHERN CO Utilities 6,300.0 $603K 0.06% -558.0 -8.1% $95.71 -4.5%
185 AMP AMERIPRISE FINL INC Financial Services 1,313.0 $602K 0.06% +13.0 +1.0% $458.76 +19.3%
186 SYK STRYKER CORPORATION Healthcare 1,904.0 $599K 0.06% -369.0 -16.2% $314.84 +4.1%
187 VOO VANGUARD INDEX FDS 872.0 $599K 0.06% +141.0 +19.3% $686.81 +2.1%
188 CVS CVS HEALTH CORP Healthcare 5,760.0 $596K 0.06% +490.0 +9.3% $103.45 -9.5%
189 CINF CINCINNATI FINL CORP Financial Services 3,203.0 $593K 0.06% +799.0 +33.2% $185.14 -9.2%
190 SNX TD SYNNEX CORPORATION Technology 2,205.0 $589K 0.06% -48.0 -2.1% $267.34 -6.2%
191 PAYX PAYCHEX INC Industrials 5,938.0 $584K 0.06% +3K +76.2% $98.34 +25.0%
192 ONEQ FIDELITY COMWLTH TR 5,647.0 $583K 0.06% $103.22 -0.5%
193 TMUS T-MOBILE US INC Communication Services 3,470.0 $582K 0.06% -96.0 -2.7% $167.73 +8.0%
194 ITW ILLINOIS TOOL WKS INC Industrials 2,136.0 $578K 0.06% +167.0 +8.5% $270.47 +4.5%
195 MDLZ MONDELEZ INTL INC Consumer Defensive 9,979.0 $577K 0.06% $57.84 +10.9%
196 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,003.0 $577K 0.06% +489.0 +8.9% $96.12 -50.6%
197 DGRO ISHARES TR 7,597.0 $576K 0.06% $75.79 +4.6%
198 PH PARKER-HANNIFIN CORP Industrials 587.0 $574K 0.06% $978.12 +2.3%
199 EXC EXELON CORP Utilities 12,172.0 $567K 0.06% +1K +10.8% $46.62 -3.3%
200 ACN ACCENTURE PLC IRELAND Technology 4,544.0 $565K 0.06% +3K +212.3% $124.44 +45.7%
Page 10 of 21  ·  416 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%