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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 21 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MLM MARTIN MARIETTA MATLS INC Basic Materials 365.0 $210K 0.02% $576.70 -7.1%
402 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,589.0 $210K 0.02% +99.0 +4.0% $81.16 -7.2%
403 VNQ VANGUARD INDEX FDS 2,179.0 $210K 0.02% NEW $96.43 +2.3%
404 ITOT ISHARES TR 1,279.0 $210K 0.02% NEW $164.27 +2.7%
405 HFXI NEW YORK LIFE INVESTMENTS ET 5,512.0 $210K 0.02% -1K -19.6% $38.09 -0.2%
406 TPR TAPESTRY INC Consumer Cyclical 1,422.0 $208K 0.02% NEW $146.38 -10.0%
407 NEU NEWMARKET CORP Basic Materials 262.0 $207K 0.02% NEW $791.24 +17.6%
408 IWV ISHARES TR 485.0 $207K 0.02% NEW $426.40 +2.8%
409 Q QNITY ELECTRONICS INC Technology 1,265.0 $207K 0.02% NEW $163.31 -22.8%
410 LNT ALLIANT ENERGY CORP Utilities 2,707.0 $207K 0.02% NEW $76.29 -8.0%
411 CBRE CBRE GROUP INC Real Estate 1,530.0 $206K 0.02% NEW $134.69 +15.1%
412 CNP CENTERPOINT ENERGY INC Utilities 4,626.0 $204K 0.02% NEW $44.04 -8.3%
413 AZO AUTOZONE INC Consumer Cyclical 63.0 $201K 0.02% -1.0 -1.6% $3195.94 -3.7%
414 TRGP TARGA RES CORP Energy 750.0 $201K 0.02% NEW $268.14 +10.8%
415 VTR VENTAS INC Real Estate 2,264.0 $201K 0.02% NEW $88.80 +3.4%
416 KVUE KENVUE INC Consumer Defensive 10,385.0 $198K 0.02% NEW $19.11 +0.1%
Page 21 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%