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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 8 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WMB WILLIAMS COS INC Energy 11,551.0 $859K 0.09% +422.0 +3.8% $74.34 -3.6%
142 VICI VICI PPTYS INC Real Estate 32,131.0 $853K 0.09% +16K +100.7% $26.55 +0.1%
143 CSX CSX CORP Industrials 17,801.0 $846K 0.08% +301.0 +1.7% $47.53 +7.2%
144 COF CAPITAL ONE FINL CORP Financial Services 4,215.0 $846K 0.08% +286.0 +7.3% $200.62 +5.9%
145 SPGI S&P GLOBAL INC Financial Services 2,072.0 $844K 0.08% +354.0 +20.6% $407.26 +6.1%
146 SPYM SPDR SERIES TRUST 9,579.0 $842K 0.08% +4K +67.4% $87.88 +2.2%
147 DHR DANAHER CORP DEL Healthcare 4,385.0 $835K 0.08% +394.0 +9.9% $190.48 +13.4%
148 MGK VANGUARD WORLD FD 9,475.0 $833K 0.08% +8K +400.0% $87.91 +0.8%
149 IVE ISHARES TR 3,658.0 $831K 0.08% -121.0 -3.2% $227.06 +4.0%
150 CRM SALESFORCE INC Technology 5,245.0 $822K 0.08% -3K -35.3% $156.66 +31.1%
151 GL GLOBE LIFE INC Financial Services 4,551.0 $813K 0.08% +2K +65.9% $178.68 -4.6%
152 WELL WELLTOWER INC Real Estate 3,566.0 $809K 0.08% +80.0 +2.3% $226.97 +4.6%
153 VEU VANGUARD INTL EQUITY INDEX F 9,621.0 $806K 0.08% $83.75 +1.5%
154 GGG GRACO INC Industrials 10,653.0 $805K 0.08% +4K +65.7% $75.61 +8.1%
155 LMT LOCKHEED MARTIN CORP Industrials 1,495.0 $762K 0.08% +301.0 +25.2% $509.46 +12.2%
156 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 8,169.0 $752K 0.07% -631.0 -7.2% $92.09 -3.3%
157 UBER UBER TECHNOLOGIES INC Technology 10,422.0 $752K 0.07% -674.0 -6.1% $72.16 +8.9%
158 GILD GILEAD SCIENCES INC Healthcare 5,716.0 $722K 0.07% +241.0 +4.4% $126.34 +13.5%
159 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 14,423.0 $721K 0.07% $49.98 +3.6%
160 PRF INVESCO EXCHANGE TRADED FD T 13,247.0 $716K 0.07% -4K -24.5% $54.03 +3.3%
Page 8 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%