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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 17 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MRSH MARSH & MCLENNAN COS INC Financial Services 1,715.0 $286K 0.03% -46.0 -2.6% $166.67 +13.5%
322 NXPI NXP SEMICONDUCTORS N V Technology 1,017.0 $286K 0.03% NEW $281.03 -19.6%
323 CF CF INDUSTRIES HOLD Basic Materials 2,633.0 $285K 0.03% +178.0 +7.2% $108.26 +10.0%
324 AYI ACUITY INC Industrials 752.0 $283K 0.03% -84.0 -10.1% $376.66 -7.4%
325 TGT TARGET CORP Consumer Defensive 2,152.0 $281K 0.03% NEW $130.61 +21.8%
326 CAH CARDINAL HEALTH INC Healthcare 1,174.0 $279K 0.03% +66.0 +6.0% $237.56 -1.1%
327 OHI OMEGA HEALTHCARE INVS INC Real Estate 5,840.0 $278K 0.03% NEW $47.68 -1.6%
328 ADBE ADOBE INC Technology 1,358.0 $278K 0.03% -2K -52.5% $205.02 +32.9%
329 SWKS SKYWORKS SOLUTIONS INC Technology 4,103.0 $278K 0.03% -26.0 -0.6% $67.80 +1.0%
330 SPYD SPDR SERIES TRUST 5,821.0 $278K 0.03% $47.71 +5.8%
331 BRO BROWN & BROWN INC Financial Services 4,325.0 $277K 0.03% NEW $64.15 +11.4%
332 EBAY EBAY INC. Consumer Cyclical 2,479.0 $277K 0.03% +149.0 +6.4% $111.75 -8.2%
333 KMI KINDER MORGAN INC DEL Energy 8,664.0 $277K 0.03% +518.0 +6.4% $31.97 +0.3%
334 BKR BAKER HUGHES COMPANY Energy 4,986.0 $277K 0.03% +646.0 +14.9% $55.50 +16.2%
335 CHE CHEMED CORP NEW Healthcare 594.0 $277K 0.03% NEW $465.74 +15.0%
336 TFC TRUIST FINL CORP Financial Services 5,549.0 $276K 0.03% +450.0 +8.8% $49.82 +2.3%
337 ES EVERSOURCE ENERGY Utilities 3,810.0 $275K 0.03% +27.0 +0.7% $72.27 -0.4%
338 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,992.0 $273K 0.03% NEW $91.20 -15.5%
339 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,256.0 $272K 0.03% -388.0 -23.6% $216.60 -5.3%
340 PCAR PACCAR INC Industrials 2,261.0 $272K 0.03% +124.0 +5.8% $120.12 +6.1%
Page 17 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%