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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 5 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 9,796.0 $1.3M 0.16% -1K -12.6% $135.97 +43.4%
82 MS MORGAN STANLEY Financial Services 7,966.0 $1.3M 0.15% +528.0 +7.1% $164.57 +35.6%
83 ORCL ORACLE CORP Technology 8,750.0 $1.3M 0.15% +1K +17.9% $147.11 +25.3%
84 MCD MCDONALDS CORP Consumer Cyclical 4,136.0 $1.3M 0.15% +129.0 +3.2% $310.79 -10.4%
85 ISRG INTUITIVE SURGICAL INC Healthcare 2,756.0 $1.3M 0.15% +353.0 +14.7% $460.99 -11.8%
86 SCHW SCHWAB CHARLES CORP Financial Services 13,513.0 $1.3M 0.15% +125.0 +0.9% $93.98 -2.4%
87 ABT ABBOTT LABORATORIES Healthcare 12,352.0 $1.3M 0.15% +4K +40.6% $102.67 -13.9%
88 VZ VERIZON COMMUNICATIONS INC Communication Services 24,944.0 $1.3M 0.15% +3K +11.4% $50.20 -9.6%
89 T AT&T INC Communication Services 43,106.0 $1.2M 0.15% +9K +28.0% $28.99 -24.1%
90 NOC NORTHROP GRUMMAN CORP Industrials 1,792.0 $1.2M 0.14% +93.0 +5.5% $682.24 -23.6%
91 DUK DUKE ENERGY CORP NEW Utilities 9,300.0 $1.2M 0.14% +4K +73.8% $130.94 -5.4%
92 NEE NEXTERA ENERGY INC Utilities 13,098.0 $1.2M 0.14% +446.0 +3.5% $92.88 -6.6%
93 GD GENERAL DYNAMICS CORP Industrials 3,442.0 $1.2M 0.14% +2K +78.2% $343.22 +2.0%
94 IWY ISHARES TR 4,656.0 $1.2M 0.14% +724.0 +18.4% $248.84 +16.0%
95 VB VANGUARD INDEX FDS 4,415.0 $1.2M 0.14% +758.0 +20.7% $261.92 +13.2%
96 PEP PEPSICO INC Consumer Defensive 7,441.0 $1.2M 0.14% +207.0 +2.9% $155.29 -8.5%
97 CME CME GROUP INC Financial Services 3,885.0 $1.1M 0.14% +2K +105.0% $295.35 -16.6%
98 AMGN AMGEN INC Healthcare 3,222.0 $1.1M 0.13% +301.0 +10.3% $351.85 -4.1%
99 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,243.0 $1.1M 0.13% +32.0 +1.4% $491.53 -5.5%
100 CEG CONSTELLATION ENERGY CORP Utilities 3,929.0 $1.1M 0.13% -1K -21.1% $279.25 -1.9%
Page 5 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%