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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 2 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 14,209.0 $8.0M 0.79% +2K +15.7% $563.28 -3.1%
22 JPM JPMORGAN CHASE & CO Financial Services 23,719.0 $7.8M 0.77% +1K +4.6% $327.33 +9.1%
23 LLY ELI LILLY & CO Healthcare 6,449.0 $7.7M 0.77% +581.0 +9.9% $1199.44 +6.8%
24 UFPT UFP TECHNOLOGIES INC Healthcare 26,457.0 $7.0M 0.70% $265.13 +18.0%
25 JNJ JOHNSON & JOHNSON Healthcare 24,867.0 $6.3M 0.63% -753.0 -2.9% $253.97 +7.7%
26 RLY SSGA ACTIVE ETF TR 176,949.0 $6.1M 0.61% +34K +24.2% $34.51 +8.4%
27 BERKSHIRE HATHAWAY INC DEL 11,903.0 $6.0M 0.59% +92.0 +0.8% $500.39
28 AMD ADVANCED MICRO DEVICES INC Technology 10,189.0 $5.9M 0.59% +910.0 +9.8% $580.91 -19.7%
29 EFA ISHARES TR 54,074.0 $5.6M 0.56% $103.88 +3.6%
30 TSLA TESLA INC Consumer Cyclical 13,325.0 $5.6M 0.56% -215.0 -1.6% $420.60 -16.5%
31 AMAT APPLIED MATLS INC Technology 7,631.0 $5.5M 0.55% $723.00 -31.4%
32 INTC INTEL CORP Technology 39,134.0 $5.5M 0.54% +3K +9.7% $139.63 -33.5%
33 CAT CATERPILLAR INC Industrials 5,050.0 $5.4M 0.53% $1064.90 -23.4%
34 VTI VANGUARD INDEX FDS 13,933.0 $5.2M 0.51% +2K +14.9% $370.05 +2.7%
35 XOM EXXON MOBIL CORP Energy 36,609.0 $5.0M 0.50% -3K -6.8% $136.72 +20.5%
36 CGGO CAPITAL GROUP GBL GROWTH EQT 118,002.0 $5.0M 0.49% +3K +2.2% $42.33 -4.2%
37 V VISA INC Financial Services 13,326.0 $4.6M 0.45% +275.0 +2.1% $343.09 +6.5%
38 CSCO CISCO SYS INC Technology 35,893.0 $4.2M 0.42% +3K +10.8% $117.46 -5.9%
39 ABBV ABBVIE INC Healthcare 15,393.0 $3.9M 0.38% -939.0 -5.8% $251.64 +5.7%
40 WMT WALMART INC Consumer Defensive 33,329.0 $3.8M 0.37% -2K -6.2% $113.26 +0.9%
Page 2 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%