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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 19 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PTC PTC INC Technology 1,434.0 $204K 0.02% NEW $142.49 -19.5%
362 WDAY WORKDAY INC Technology 1,565.0 $203K 0.02% NEW $129.92 -10.0%
363 FE FIRSTENERGY CORP Utilities 4,010.0 $203K 0.02% NEW $50.66 -8.3%
364 NVT NVENT ELEC PLC Industrials 1,714.0 $203K 0.02% NEW $118.28 +49.7%
365 NTAP NETAPP INC Technology 1,975.0 $202K 0.02% -143.0 -6.8% $102.39 +56.0%
366 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,490.0 $202K 0.02% NEW $80.95 -1.3%
367 UAL UNITED AIRLS HLDGS INC Industrials 2,186.0 $201K 0.02% NEW $92.07 +28.5%
368 TDG TRANSDIGM GROUP INC Industrials 173.0 $200K 0.02% +3.0 +1.8% $1158.96 +14.6%
369 F FORD MTR CO Consumer Cyclical 14,444.0 $167K 0.02% $11.54 +21.8%
370 COTY COTY INC Consumer Defensive 10,457.0 $21K 0.00% NEW $2.01 -3.0%
Page 19 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%