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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 13 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VRSN VERISIGN INC Technology 1,588.0 $394K 0.05% NEW $248.36 +6.6%
242 EMR EMERSON ELEC CO Industrials 2,995.0 $392K 0.05% +135.0 +4.7% $131.00 +15.0%
243 VGT VANGUARD WORLD FD 559.0 $390K 0.05% $697.72 -82.8%
244 TROW PRICE T ROWE GROUP INC Financial Services 4,261.0 $384K 0.04% NEW $90.14 +19.4%
245 CL COLGATE PALMOLIVE CO Consumer Defensive 4,495.0 $383K 0.04% +1K +32.9% $85.23 +5.0%
246 AMT AMERICAN TOWER CORP Real Estate 2,213.0 $382K 0.04% +299.0 +15.6% $172.58 +2.0%
247 GL GLOBE LIFE INC Financial Services 2,743.0 $382K 0.04% NEW $139.17 +22.7%
248 SNX TD SYNNEX CORPORATION Technology 2,253.0 $380K 0.04% NEW $168.71 +68.7%
249 SNPS SYNOPSYS INC Technology 958.0 $380K 0.04% +268.0 +38.8% $396.48 +14.9%
250 CVS CVS HEALTH CORP Healthcare 5,270.0 $378K 0.04% -1K -20.8% $71.82 +36.9%
251 CINF CINCINNATI FINL CORP Financial Services 2,404.0 $378K 0.04% +213.0 +9.7% $157.35 +8.2%
252 DVN DEVON ENERGY CORP NEW Energy 7,397.0 $372K 0.04% +685.0 +10.2% $50.32 -16.3%
253 SEIC SEI INVTS CO Financial Services 4,702.0 $369K 0.04% NEW $78.47 +14.0%
254 NYT NEW YORK TIMES CO MTN BE Communication Services 4,401.0 $368K 0.04% NEW $83.73 -12.7%
255 QUAL ISHARES TR 1,916.0 $368K 0.04% +383.0 +25.0% $191.81 +12.6%
256 MTG MGIC INVT CORP WIS Financial Services 13,891.0 $365K 0.04% NEW $26.25 -0.7%
257 ROP ROPER TECHNOLOGIES INC Industrials 1,029.0 $364K 0.04% +284.0 +38.1% $353.86 -6.7%
258 TAXX BONDBLOXX ETF TRUST 7,176.0 $363K 0.04% $50.56 +0.2%
259 REGN REGENERON PHARMACEUTICALS Healthcare 462.0 $357K 0.04% +51.0 +12.4% $772.64 -21.1%
260 ECL ECOLAB INC Basic Materials 1,328.0 $353K 0.04% +154.0 +13.1% $266.02 +1.2%
Page 13 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%