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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 12 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GWW WW GRAINGER INC Industrials 385.0 $524K 0.05% +85.0 +28.3% $1360.40 -4.8%
222 ASML ASML HLDG NV Technology 262.0 $521K 0.05% +17.0 +6.9% $1989.44 -11.9%
223 APP APPLOVIN CORP Technology 998.0 $514K 0.05% +249.0 +33.2% $515.23 -40.0%
224 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,894.0 $512K 0.05% -936.0 -9.5% $57.62 +15.6%
225 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,336.0 $511K 0.05% +66.0 +0.6% $45.11 +17.8%
226 RVMD REVOLUTION MEDICINES INC Healthcare 2,725.0 $510K 0.05% NEW $187.28 +11.3%
227 VV VANGUARD INDEX FDS 1,470.0 $506K 0.05% $343.91 +2.5%
228 VGT VANGUARD WORLD FD 4,222.0 $505K 0.05% +4K +655.3% $119.52 -0.9%
229 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,719.0 $504K 0.05% -134.0 -7.2% $293.18 +4.6%
230 TW TRADEWEB MKTS INC Financial Services 5,031.0 $501K 0.05% NEW $99.66 +6.5%
231 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 699.0 $492K 0.05% $703.34 -0.7%
232 NEM NEWMONT CORP Basic Materials 5,256.0 $491K 0.05% -104.0 -1.9% $93.40 +36.7%
233 AIG AMERICAN INTL GROUP INC Financial Services 6,575.0 $490K 0.05% +111.0 +1.7% $74.53 +1.9%
234 UNM UNUM GROUP Financial Services 5,251.0 $469K 0.05% NEW $89.40 -2.5%
235 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,212.0 $469K 0.05% +311.0 +34.5% $386.73 +2.7%
236 VST VISTRA CORP Utilities 2,919.0 $463K 0.05% +43.0 +1.5% $158.63 -12.1%
237 DDOG DATADOG INC Technology 1,774.0 $462K 0.05% NEW $260.36 -10.9%
238 DAL DELTA AIR LINES INC Industrials 4,864.0 $456K 0.04% +432.0 +9.8% $93.66 -12.7%
239 VRSN VERISIGN INC Technology 1,798.0 $452K 0.04% +210.0 +13.2% $251.56 +10.3%
240 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,412.0 $452K 0.04% $132.51 +3.9%
Page 12 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%