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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 12 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ALL ALLSTATE CORP Financial Services 2,192.0 $454K 0.05% +1K +106.2% $207.34 +6.7%
222 TRV TRAVELERS COMPANIES INC Financial Services 1,523.0 $444K 0.05% +226.0 +17.4% $291.68 +5.5%
223 DOX AMDOCS LTD Technology 6,745.0 $440K 0.05% NEW $65.26 -21.1%
224 VV VANGUARD INDEX FDS 1,470.0 $439K 0.05% NEW $298.85 +15.4%
225 SPYM SPDR SERIES TRUST 5,723.0 $438K 0.05% +1K +23.3% $76.54 +14.8%
226 VICI VICI PPTYS INC Real Estate 16,010.0 $437K 0.05% NEW $27.32 -3.8%
227 VOO VANGUARD INDEX FDS 731.0 $437K 0.05% -22.0 -2.9% $597.55 +15.2%
228 VST VISTRA CORP Utilities 2,876.0 $432K 0.05% +142.0 +5.2% $150.33 +8.9%
229 MSI MOTOROLA SOLUTIONS INC Technology 995.0 $432K 0.05% +432.0 +76.7% $433.97 -8.9%
230 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 699.0 $431K 0.05% $616.76 +12.0%
231 INGERSOLL RAND INC 5,360.0 $429K 0.05% $80.12
232 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,278.0 $418K 0.05% +119.0 +10.3% $327.07 +21.1%
233 AON AON PLC Financial Services 1,279.0 $413K 0.05% +57.0 +4.7% $322.78 -1.6%
234 HUBB HUBBELL INC Industrials 826.0 $405K 0.05% +31.0 +3.9% $490.74 +6.7%
235 BN BROOKFIELD CORP Financial Services 9,940.0 $402K 0.05% +1K +11.6% $40.47 +9.8%
236 CDNS CADENCE DESIGN SYSTEM INC Technology 1,443.0 $401K 0.05% +54.0 +3.9% $277.87 +39.4%
237 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,514.0 $400K 0.05% +71.0 +1.3% $72.46 +26.1%
238 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,308.0 $398K 0.05% +14.0 +1.1% $304.08 +14.7%
239 CI THE CIGNA GROUP Healthcare 1,488.0 $397K 0.05% +418.0 +39.1% $266.75 +4.7%
240 VIOO VANGUARD ADMIRAL FDS INC 3,452.0 $396K 0.05% +81.0 +2.4% $114.83 +15.6%
Page 12 of 19  ·  370 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%