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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 5 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORCL ORACLE CORP Technology 9,754.0 $1.4M 0.14% +1K +11.5% $146.55 -2.9%
82 FORTINET INC 9,166.0 $1.4M 0.14% -2K -15.0% $153.62
83 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,439.0 $1.4M 0.14% +187.0 +14.9% $965.00 -10.7%
84 MO ALTRIA GROUP INC Consumer Defensive 18,642.0 $1.3M 0.13% +4K +31.1% $71.95 -7.9%
85 VB VANGUARD INDEX FDS 4,302.0 $1.3M 0.13% -113.0 -2.6% $303.12 +0.2%
86 PGR PROGRESSIVE CORP Financial Services 5,767.0 $1.3M 0.12% -2K -26.2% $218.45 +0.8%
87 CB CHUBB LIMITED Financial Services 3,676.0 $1.3M 0.12% +739.0 +25.2% $340.74 +0.6%
88 QQQ INVESCO QQQ TR Financial Services 1,697.0 $1.2M 0.12% +544.0 +47.2% $736.34 -3.3%
89 VT VANGUARD INTL EQUITY INDEX F 7,916.0 $1.2M 0.12% $156.95 +2.1%
90 ADI ANALOG DEVICES INC Technology 3,123.0 $1.2M 0.12% +108.0 +3.6% $397.17 -5.4%
91 SCHW SCHWAB CHARLES CORP Financial Services 13,433.0 $1.2M 0.12% -80.0 -0.6% $92.27 +20.4%
92 CRWD CROWDSTRIKE HLDGS INC Technology 1,616.0 $1.2M 0.12% +175.0 +12.1% $190.78 +3.2%
93 IDV ISHARES TR 29,633.0 $1.2M 0.12% +23K +364.5% $41.43 +8.4%
94 TT TRANE TECHNOLOGIES PLC Industrials 2,498.0 $1.2M 0.12% +82.0 +3.4% $491.16 -7.4%
95 AMGN AMGEN INC Healthcare 3,386.0 $1.2M 0.12% +164.0 +5.1% $362.12 +19.9%
96 LOW LOWES COS INC Consumer Cyclical 5,556.0 $1.2M 0.12% -124.0 -2.2% $220.49 -1.4%
97 GD GENERAL DYNAMICS CORP Industrials 3,411.0 $1.2M 0.12% -31.0 -0.9% $354.24 +10.9%
98 WDC WESTERN DIGITAL CORP Technology 1,862.0 $1.2M 0.12% +16.0 +0.9% $638.72 -26.2%
99 WFC WELLS FARGO & CO Financial Services 14,111.0 $1.2M 0.12% +552.0 +4.1% $82.64 +3.1%
100 APH AMPHENOL CORP Technology 6,542.0 $1.2M 0.11% -95.0 -1.4% $176.32 -12.1%
Page 5 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%