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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 2 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 22,670.0 $6.7M 0.79% +487.0 +2.2% $294.16 +10.6%
22 XOM EXXON MOBIL CORP Energy 39,284.0 $6.7M 0.79% +6K +16.9% $169.66 -18.8%
23 JNJ JOHNSON & JOHNSON Healthcare 25,620.0 $6.3M 0.74% +2K +6.4% $244.44 -6.6%
24 BERKSHIRE HATHAWAY INC DEL 11,811.0 $5.7M 0.67% +913.0 +8.4% $479.20
25 LLY ELI LILLY & CO Healthcare 5,868.0 $5.4M 0.64% +467.0 +8.7% $919.77 +19.4%
26 EFA ISHARES TR 54,099.0 $5.3M 0.62% $97.13 +7.5%
27 RLY SSGA ACTIVE ETF TR 142,473.0 $5.2M 0.61% +31K +27.3% $36.15 -2.2%
28 UFPT UFP TECHNOLOGIES INC Healthcare 26,458.0 $5.1M 0.60% $193.60 +23.6%
29 TSLA TESLA INC Consumer Cyclical 13,540.0 $5.0M 0.59% +461.0 +3.5% $371.75 +7.7%
30 WMT WALMART INC Consumer Defensive 35,548.0 $4.4M 0.52% +5K +15.0% $124.28 -5.7%
31 V VISA INC Financial Services 13,051.0 $3.9M 0.47% +3K +28.6% $302.24 +8.3%
32 VTI VANGUARD INDEX FDS 12,129.0 $3.9M 0.46% +1K +11.1% $320.82 +15.3%
33 CGGO CAPITAL GROUP GBL GROWTH EQT 115,406.0 $3.9M 0.46% +9K +8.9% $33.37 +27.2%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,630.0 $3.6M 0.43% +1K +43.8% $996.43 -4.5%
35 CAT CATERPILLAR INC Industrials 5,039.0 $3.6M 0.42% +145.0 +3.0% $708.46 +39.1%
36 ABBV ABBVIE INC Healthcare 16,332.0 $3.6M 0.42% +2K +14.8% $217.49 -0.5%
37 CVX CHEVRON CORPORATION Energy 16,187.0 $3.3M 0.40% +4K +31.3% $206.90 -16.1%
38 VTEB VANGUARD MUN BD FDS 66,795.0 $3.3M 0.39% +638.0 +1.0% $49.89 +1.1%
39 IWR ISHARES TR 30,327.0 $2.9M 0.35% +3K +10.3% $97.23 +11.6%
40 NFLX NETFLIX INC. Communication Services 30,358.0 $2.9M 0.34% +6K +26.4% $96.15 -19.5%
Page 2 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%