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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 6 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TROW PRICE T ROWE GROUP INC Financial Services 10,090.0 $1.1M 0.11% +6K +136.8% $113.69 -0.6%
102 MPC MARATHON PETE CORP Energy 4,465.0 $1.1M 0.11% +132.0 +3.0% $255.70 +42.6%
103 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,272.0 $1.1M 0.11% +29.0 +1.3% $501.36 +26.0%
104 AXP AMERICAN EXPRESS CO Financial Services 3,357.0 $1.1M 0.11% +309.0 +10.1% $338.25 -1.3%
105 ED CONSOLIDATED EDISON INC Utilities 10,209.0 $1.1M 0.11% +4K +57.4% $110.63 -1.7%
106 IWY ISHARES TR 3,883.0 $1.1M 0.11% -773.0 -16.6% $290.62 -2.1%
107 PLTR PALANTIR TECHNOLOGIES INC Technology 9,667.0 $1.1M 0.11% -1K -11.4% $116.67 +49.4%
108 MCD MCDONALDS CORP Consumer Cyclical 4,124.0 $1.1M 0.11% $270.31 -0.0%
109 FAST FASTENAL CO Industrials 23,204.0 $1.1M 0.11% +4K +22.9% $48.03 +6.1%
110 FNDX SCHWAB STRATEGIC TR 35,210.0 $1.1M 0.11% $31.10 +4.6%
111 C CITIGROUP INC Financial Services 7,643.0 $1.1M 0.11% +523.0 +7.3% $139.96 -6.0%
112 DE DEERE & CO Industrials 1,685.0 $1.1M 0.11% +73.0 +4.5% $634.33 -0.2%
113 NEE NEXTERA ENERGY INC Utilities 12,052.0 $1.1M 0.10% -1K -8.0% $87.77 -3.4%
114 PWR QUANTA SVCS INC Industrials 1,435.0 $1.0M 0.10% +34.0 +2.4% $720.04 -7.2%
115 WAB WABTEC Industrials 3,828.0 $1.0M 0.10% +135.0 +3.7% $269.60 +9.2%
116 PEP PEPSICO INC Consumer Defensive 7,605.0 $1.0M 0.10% +164.0 +2.2% $135.40 +5.8%
117 UNP UNION PAC CORP Industrials 3,751.0 $1.0M 0.10% +276.0 +7.9% $272.00 +12.5%
118 NOC NORTHROP GRUMMAN CORP Industrials 1,977.0 $1.0M 0.10% +185.0 +10.3% $509.31 +13.2%
119 DUK DUKE ENERGY CORP NEW Utilities 7,920.0 $1.0M 0.10% -1K -14.8% $126.58 -2.3%
120 ANET ARISTA NETWORKS INC Technology 5,880.0 $999K 0.10% +215.0 +3.8% $169.88 +9.3%
Page 6 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%