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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 18 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 J P MORGAN EXCHANGE TRADED F 3,669.0 $225K 0.03% NEW $61.32
342 CARR CARRIER GLOBAL CORPORATION Industrials 3,989.0 $225K 0.03% NEW $56.31 +27.5%
343 ESNT ESSENT GROUP LTD Financial Services 3,822.0 $223K 0.03% NEW $58.44 +0.0%
344 AA ALCOA CORP Basic Materials 3,367.0 $223K 0.03% NEW $66.33 -10.5%
345 JBL JABIL INC Technology 835.0 $222K 0.03% NEW $265.63 +40.0%
346 SWKS SKYWORKS SOLUTIONS INC Technology 4,129.0 $221K 0.03% NEW $53.55 +35.3%
347 GHYB GOLDMAN SACHS ETF TR 4,938.0 $220K 0.03% -500.0 -9.2% $44.57 +0.6%
348 HOLOGIC INC 2,893.0 $219K 0.03% NEW $75.59
349 AZO AUTOZONE INC Consumer Cyclical 64.0 $216K 0.03% $3377.78 -9.3%
350 ZTS ZOETIS INC Healthcare 1,828.0 $216K 0.03% +131.0 +7.7% $118.21 -33.4%
351 MTB M & T BK CORP Financial Services 1,039.0 $215K 0.03% +33.0 +3.3% $206.72 +8.9%
352 DLB DOLBY LABORATORIES INC Technology 3,570.0 $214K 0.03% NEW $60.06 -12.9%
353 MLM MARTIN MARIETTA MATLS INC Basic Materials 364.0 $214K 0.03% +6.0 +1.7% $588.68 +3.5%
354 COHR COHERENT CORP Technology 895.0 $213K 0.03% NEW $238.21 +63.5%
355 HAL HALLIBURTON CO Energy 5,447.0 $212K 0.03% NEW $38.99 -10.4%
356 EBAY EBAY INC. Consumer Cyclical 2,330.0 $212K 0.03% NEW $91.02 +18.9%
357 BEDY BNY MELLON ETF TRUST II 7,797.0 $212K 0.03% +98.0 +1.3% $27.16 +5.9%
358 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 89,699.0 $212K 0.03% $2.36 -4.2%
359 RMD RESMED INC Healthcare 941.0 $211K 0.03% +93.0 +11.0% $224.48 -16.0%
360 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,139.0 $211K 0.03% NEW $98.42 -13.4%
Page 18 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%