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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 3 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 20,077.0 $2.9M 0.34% +1K +6.4% $144.44 +4.1%
42 ACWX ISHARES TR 40,374.0 $2.8M 0.33% +9K +30.2% $68.47 +12.6%
43 KMB KIMBERLY-CLARK CORP Consumer Defensive 28,588.0 $2.8M 0.33% +522.0 +1.9% $96.47 +6.3%
44 AMAT APPLIED MATLS INC Technology 7,623.0 $2.6M 0.31% +1K +21.2% $341.79 +80.6%
45 PM PHILIP MORRIS INTL INC Consumer Defensive 15,297.0 $2.5M 0.30% +388.0 +2.6% $165.35 +7.9%
46 CSCO CISCO SYS INC Technology 32,410.0 $2.5M 0.30% +5K +16.3% $77.59 +54.1%
47 RTX RTX CORPORATION Industrials 12,909.0 $2.5M 0.29% +764.0 +6.3% $192.90 -3.8%
48 MU MICRON TECHNOLOGY INC Technology 7,206.0 $2.4M 0.29% +1K +17.2% $337.84 +235.7%
49 MRK MERCK & CO INC Healthcare 19,218.0 $2.3M 0.27% +2K +9.2% $120.29 -5.3%
50 BAC BANK AMERICA CORP Financial Services 45,280.0 $2.2M 0.26% +4K +10.1% $48.75 +15.3%
51 KO COCA COLA CO Consumer Defensive 27,870.0 $2.1M 0.25% +4K +15.1% $76.05 +4.4%
52 GE GE AEROSPACE Industrials 7,234.0 $2.1M 0.24% +401.0 +5.9% $283.77 +26.0%
53 GEV GE VERNOVA INC Utilities 2,233.0 $1.9M 0.23% +413.0 +22.7% $872.90 +27.1%
54 MA MASTERCARD INCORPORATED Financial Services 3,788.0 $1.9M 0.22% -401.0 -9.6% $499.66 -2.0%
55 AMD ADVANCED MICRO DEVICES INC Technology 9,279.0 $1.9M 0.22% +2K +24.1% $203.43 +164.2%
56 UNH UNITEDHEALTH GROUP INC Healthcare 6,717.0 $1.8M 0.21% +790.0 +13.3% $270.59 +48.2%
57 TJX TJX COS INC NEW Consumer Cyclical 11,237.0 $1.8M 0.21% +2K +27.7% $159.70 +2.6%
58 AKAM AKAMAI TECHNOLOGIES INC Technology 15,519.0 $1.8M 0.21% -5K -24.6% $114.85 +8.8%
59 VWO VANGUARD INTL EQUITY INDEX F 31,785.0 $1.7M 0.20% +1K +4.8% $54.05 +12.4%
60 JNK SPDR SERIES TRUST 17,148.0 $1.6M 0.19% +3K +22.6% $95.72 +0.7%
Page 3 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%