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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 13 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VRT VERTIV HOLDINGS CO Industrials 1,336.0 $447K 0.04% +353.0 +35.9% $334.82 -21.0%
242 EQT EQT CORP Energy 8,356.0 $444K 0.04% +1K +16.2% $53.17 +1.4%
243 EMR EMERSON ELEC CO Industrials 3,095.0 $443K 0.04% +100.0 +3.3% $143.13 +8.1%
244 HUBB HUBBELL INC Industrials 836.0 $437K 0.04% +10.0 +1.2% $523.20 -10.2%
245 O REALTY INCOME CORP Real Estate 6,939.0 $430K 0.04% -605.0 -8.0% $61.96 +2.0%
246 TEL TE CONNECTIVITY PLC Technology 2,130.0 $429K 0.04% -379.0 -15.1% $201.61 -0.5%
247 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,299.0 $429K 0.04% -9.0 -0.7% $330.46 -0.3%
248 IWD ISHARES TR 1,769.0 $429K 0.04% +424.0 +31.5% $242.43 +5.7%
249 PNC PNC FINL SVCS GROUP INC Financial Services 1,738.0 $428K 0.04% +69.0 +4.1% $246.22 -1.9%
250 LITE LUMENTUM HLDGS INC Technology 496.0 $426K 0.04% +41.0 +9.0% $858.06 +2.5%
251 INGERSOLL RAND INC 5,116.0 $419K 0.04% -244.0 -4.5% $81.99
252 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,318.0 $419K 0.04% +49.0 +3.9% $317.53 -9.4%
253 AON AON PLC Financial Services 1,260.0 $418K 0.04% -19.0 -1.5% $331.69 +6.1%
254 TER TERADYNE INC Technology 862.0 $417K 0.04% +27.0 +3.2% $483.84 -20.8%
255 HONEYWELL INTL INC 1,861.0 $417K 0.04% NEW $223.90
256 SNPS SYNOPSYS INC Technology 931.0 $415K 0.04% -27.0 -2.8% $446.07 -10.8%
257 UPS UNITED PARCEL SVCS INC Industrials 3,850.0 $414K 0.04% -2K -35.7% $107.50 -4.6%
258 CIEN CIENA CORP Technology 840.0 $412K 0.04% +54.0 +6.9% $490.56 -20.0%
259 HONEYWELL AEROSPACE INC 1,861.0 $411K 0.04% NEW $221.08
260 VIOO VANGUARD ADMIRAL FDS INC 2,986.0 $411K 0.04% -466.0 -13.5% $137.54 -1.4%
Page 13 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%