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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 8 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,654.0 $739K 0.09% +322.0 +24.2% $446.54 +1.1%
142 ED CONSOLIDATED EDISON INC Utilities 6,488.0 $734K 0.09% NEW $113.18 -6.0%
143 CMI CUMMINS INC Industrials 1,364.0 $734K 0.09% -114.0 -7.7% $538.02 +33.2%
144 SPGI S&P GLOBAL INC Financial Services 1,718.0 $731K 0.09% +126.0 +7.9% $425.34 -3.4%
145 INTU INTUIT Technology 1,684.0 $728K 0.09% +396.0 +30.8% $432.38 -38.2%
146 MDT MEDTRONIC PLC Healthcare 8,351.0 $724K 0.09% +3K +48.0% $86.65 -8.4%
147 VEU VANGUARD INTL EQUITY INDEX F 9,621.0 $723K 0.09% NEW $75.10 +13.1%
148 LMT LOCKHEED MARTIN CORP Industrials 1,194.0 $722K 0.09% +137.0 +13.0% $604.39 -15.5%
149 CSX CSX CORP Industrials 17,500.0 $718K 0.09% -18K -50.4% $41.05 +11.2%
150 COF CAPITAL ONE FINL CORP Financial Services 3,929.0 $717K 0.09% +275.0 +7.5% $182.43 +10.5%
151 AME AMETEK INC Industrials 3,275.0 $702K 0.08% +1K +54.3% $214.36 +10.8%
152 EMXC ISHARES INC 8,875.0 $698K 0.08% +333.0 +3.9% $78.66 +34.4%
153 MGK VANGUARD WORLD FD 1,895.0 $696K 0.08% NEW $367.44 -75.9%
154 ANET ARISTA NETWORKS INC Technology 5,665.0 $696K 0.08% +1K +31.5% $122.78 +38.2%
155 ADBE ADOBE INC Technology 2,858.0 $695K 0.08% +868.0 +43.6% $243.08 -19.7%
156 PANW PALO ALTO NETWORKS INC Technology 4,321.0 $693K 0.08% +2K +65.0% $160.32 +79.5%
157 WELL WELLTOWER INC Real Estate 3,486.0 $689K 0.08% +1K +55.4% $197.71 +4.5%
158 D DOMINION ENERGY INC Utilities 11,140.0 $689K 0.08% $61.82 +10.7%
159 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,969.0 $680K 0.08% +358.0 +22.2% $345.15 -14.6%
160 VTV VANGUARD INDEX FDS 3,452.0 $677K 0.08% -776.0 -18.4% $196.20 +10.3%
Page 8 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%