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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 16 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MCO MOODYS CORP Financial Services 690.0 $313K 0.03% -118.0 -14.6% $452.92 +9.7%
302 SHW SHERWIN WILLIAMS CO Basic Materials 903.0 $311K 0.03% +37.0 +4.3% $344.32 +2.7%
303 CARR CARRIER GLOBAL CORPORATION Industrials 4,220.0 $310K 0.03% +231.0 +5.8% $73.35 -16.6%
304 CRS CARPENTER TECHNOLOGY CORP Industrials 501.0 $309K 0.03% NEW $616.84 -17.3%
305 OMFL INVESCO EXCH TRD SLF IDX FD 4,492.0 $308K 0.03% -1K -21.2% $68.54 +3.5%
306 EW EDWARDS LIFESCIENCES CORP Healthcare 3,387.0 $306K 0.03% -339.0 -9.1% $90.46 +2.0%
307 YUM YUM BRANDS INC Consumer Cyclical 1,905.0 $305K 0.03% +57.0 +3.1% $159.86 -8.7%
308 AIZ ASSURANT INC Financial Services 1,124.0 $302K 0.03% $268.53 +3.6%
309 BDX BECTON DICKINSON & CO Healthcare 1,993.0 $302K 0.03% -62.0 -3.0% $151.33 +24.0%
310 BK BANK OF NY MELLON CORP Financial Services 2,077.0 $300K 0.03% -2K -49.4% $144.61 -1.9%
311 CRUS CIRRUS LOGIC INC Technology 2,006.0 $298K 0.03% -15.0 -0.7% $148.53 -20.5%
312 NVT NVENT ELEC PLC Industrials 1,754.0 $297K 0.03% +40.0 +2.3% $169.61 -7.5%
313 URI UNITED RENTALS INC Industrials 261.0 $296K 0.03% NEW $1132.89 -1.4%
314 BYD BOYD GAMING CORP Consumer Cyclical 3,337.0 $295K 0.03% +498.0 +17.5% $88.33 -6.4%
315 DYNF BLACKROCK ETF TRUST 4,314.0 $293K 0.03% $68.01 +2.1%
316 SLB SLB LIMITED Energy 6,309.0 $293K 0.03% +227.0 +3.7% $46.49 +15.2%
317 SYF SYNCHRONY FINANCIAL Financial Services 3,848.0 $293K 0.03% +260.0 +7.2% $76.05 +4.7%
318 KR KROGER CO Consumer Defensive 5,244.0 $291K 0.03% +666.0 +14.6% $55.53 +1.3%
319 VMC VULCAN MATLS CO Basic Materials 987.0 $291K 0.03% +17.0 +1.8% $295.01 -6.3%
320 CASY CASEYS GEN STORES INC Consumer Cyclical 364.0 $289K 0.03% +4.0 +1.1% $794.79 +5.2%
Page 16 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%