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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 15 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IWF ISHARES TR 2,863.0 $355K 0.04% +2K +248.3% $124.17 -1.5%
282 CTVA CORTEVA INC Basic Materials 4,183.0 $354K 0.04% +195.0 +4.9% $84.69 -6.9%
283 ECL ECOLAB INC Basic Materials 1,267.0 $353K 0.04% -61.0 -4.6% $278.61 +2.5%
284 FITB FIFTH THIRD BANCORP Financial Services 6,262.0 $353K 0.04% -551.0 -8.1% $56.37 -2.5%
285 SYY SYSCO CORP Consumer Defensive 4,155.0 $347K 0.03% -420.0 -9.2% $83.58 -1.3%
286 EME EMCOR GROUP INC Industrials 412.0 $342K 0.03% +22.0 +5.6% $829.88 -3.1%
287 FEDERATED HERMES INC 6,187.0 $342K 0.03% -3K -31.1% $55.22
288 AEP AMERICAN ELEC PWR CO INC Utilities 2,497.0 $342K 0.03% +137.0 +5.8% $136.81 -7.7%
289 BX BLACKSTONE INC Financial Services 2,850.0 $335K 0.03% +797.0 +38.8% $117.67 +23.3%
290 WDAY WORKDAY INC Technology 2,735.0 $335K 0.03% +1K +74.8% $122.42 +61.4%
291 FLEX FLEX LTD Technology 2,050.0 $332K 0.03% NEW $162.07 -30.5%
292 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 8,529.0 $330K 0.03% +3K +55.3% $38.73 +55.6%
293 EXPD EXPEDITORS INTL WASH INC Industrials 2,014.0 $328K 0.03% NEW $162.98 +14.4%
294 AFL AFLAC INC Financial Services 2,774.0 $325K 0.03% +190.0 +7.3% $117.25 -0.6%
295 JBL JABIL INC Technology 842.0 $325K 0.03% +7.0 +0.8% $385.48 -16.9%
296 NTAP NETAPP INC Technology 2,093.0 $324K 0.03% +118.0 +6.0% $154.76 +25.7%
297 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,287.0 $322K 0.03% -326.0 -20.2% $249.98 -5.2%
298 AJG GALLAGHER ARTHUR J & CO Financial Services 1,396.0 $320K 0.03% +300.0 +27.4% $229.57 +11.7%
299 ROST ROSS STORES INC Consumer Cyclical 1,495.0 $318K 0.03% +108.0 +7.8% $212.85 +10.3%
300 ROP ROPER TECHNOLOGIES INC Industrials 927.0 $314K 0.03% -102.0 -9.9% $338.39 +20.6%
Page 15 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%