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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 9 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DIS DISNEY WALT CO Communication Services 7,390.0 $711K 0.07% +1K +23.6% $96.25 +11.5%
162 NSC NORFOLK SOUTHN CORP Industrials 2,217.0 $697K 0.07% -135.0 -5.7% $314.59 +10.2%
163 RSG REPUBLIC SVCS INC Industrials 3,270.0 $697K 0.07% NEW $213.08 +3.0%
164 FIX COMFORT SYS USA INC Industrials 347.0 $688K 0.07% -10.0 -2.8% $1981.95 -15.6%
165 DVY ISHARES TR 4,389.0 $686K 0.07% $156.30 +5.2%
166 IWX ISHARES TR 6,519.0 $686K 0.07% $105.16 +6.3%
167 NOW SERVICENOW INC Technology 6,885.0 $684K 0.07% -1K -17.8% $99.28 +30.7%
168 D DOMINION ENERGY INC Utilities 9,978.0 $681K 0.07% -1K -10.4% $68.29 -1.2%
169 VLO VALERO ENERGY CORP Energy 2,600.0 $677K 0.07% +122.0 +4.9% $260.44 +31.1%
170 ALL ALLSTATE CORP Financial Services 2,840.0 $676K 0.07% +648.0 +29.6% $237.94 +7.0%
171 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,926.0 $674K 0.07% +58.0 +3.1% $350.07 -9.6%
172 JCI JOHNSON CONTROLS INTERNATION Industrials 4,497.0 $657K 0.07% +569.0 +14.5% $146.11 -2.0%
173 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,320.0 $656K 0.07% -334.0 -20.2% $496.73 +8.8%
174 CL COLGATE PALMOLIVE CO Consumer Defensive 6,997.0 $641K 0.06% +3K +55.7% $91.68 -2.2%
175 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,850.0 $638K 0.06% +411.0 +16.9% $223.95 +24.7%
176 PLD PROLOGIS INC. Real Estate 4,709.0 $638K 0.06% +394.0 +9.1% $135.47 +3.8%
177 IWN ISHARES TR 2,806.0 $621K 0.06% -117.0 -4.0% $221.20 +1.2%
178 CDNS CADENCE DESIGN SYSTEM INC Technology 1,646.0 $618K 0.06% +203.0 +14.1% $375.32 -16.4%
179 SBUX STARBUCKS CORP Consumer Cyclical 6,033.0 $617K 0.06% -63.0 -1.0% $102.19 +1.8%
180 EQIX EQUINIX INC Real Estate 588.0 $613K 0.06% +41.0 +7.5% $1042.39 +3.9%
Page 9 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%