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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 9 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NSC NORFOLK SOUTHN CORP Industrials 2,352.0 $675K 0.08% -928.0 -28.3% $287.00 +4.6%
162 QQQ INVESCO QQQ TR Financial Services 1,153.0 $665K 0.08% -170.0 -12.8% $577.18 +28.3%
163 DVY ISHARES TR 4,389.0 $665K 0.08% $151.41 +1.2%
164 SO SOUTHERN CO Utilities 6,858.0 $662K 0.08% +3K +81.4% $96.52 -3.6%
165 PFE PFIZER INC Healthcare 23,380.0 $657K 0.08% +3K +16.6% $28.08 -10.2%
166 FDX FEDEX CORP Industrials 1,835.0 $654K 0.08% +379.0 +26.0% $356.18 -8.4%
167 VLO VALERO ENERGY CORP Energy 2,478.0 $612K 0.07% -1K -34.4% $247.08 -4.4%
168 SPDW SPDR INDEX SHS FDS 13,255.0 $605K 0.07% +3K +29.8% $45.65 +13.5%
169 IWX ISHARES TR 6,519.0 $604K 0.07% NEW $92.67 +13.9%
170 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,830.0 $596K 0.07% +538.0 +5.8% $60.65 -11.0%
171 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 14,411.0 $595K 0.07% $41.27 +50.5%
172 JKHY HENRY JACK & ASSOC INC Technology 3,762.0 $595K 0.07% +2K +155.9% $158.04 -20.1%
173 UPS UNITED PARCEL SVCS INC Industrials 5,991.0 $589K 0.07% +3K +112.7% $98.38 +6.6%
174 NEM NEWMONT CORP Basic Materials 5,360.0 $580K 0.07% +419.0 +8.5% $108.25 -4.1%
175 SANDISK CORP 912.0 $579K 0.07% NEW $635.34
176 AMP AMERIPRISE FINL INC Financial Services 1,300.0 $578K 0.07% -36.0 -2.7% $444.40 +5.2%
177 DIS DISNEY WALT CO Communication Services 5,978.0 $576K 0.07% -893.0 -13.0% $96.38 +7.8%
178 MDLZ MONDELEZ INTL INC Consumer Defensive 9,951.0 $574K 0.07% +1K +12.5% $57.64 +4.3%
179 PLD PROLOGIS INC. Real Estate 4,315.0 $570K 0.07% +552.0 +14.7% $132.18 +6.3%
180 CRWD CROWDSTRIKE HLDGS INC Technology 1,441.0 $563K 0.07% +143.0 +11.0% $390.41 +75.4%
Page 9 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%