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Portfolio (Quarterly) Guide ↗

CATHY PARETO & ASSOCIATES, INC

· CIK 0002045974
13F Portfolio $171M AUM 102 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 40 Added 26 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGIC CAPITAL GROUP INTERNATIONAL 25,815.0 $939K 0.55% NEW $36.39 +1.5%
2 LLY ELI LILLY & CO Healthcare 217.0 $262K 0.15% NEW $1208.01 -2.9%
3 STT STATE STR CORP Financial Services 1,541.0 $261K 0.15% NEW $169.60 +14.0%
4 TT TRANE TECHNOLOGIES PLC Industrials 465.0 $228K 0.13% NEW $491.02 -8.6%
5 EES WISDOMTREE TR 3,228.0 $219K 0.13% NEW $67.75 +0.8%
6 DOCN DIGITALOCEAN HLDGS INC Technology 1,375.0 $216K 0.13% NEW $157.03 -29.2%
7 INTC INTEL CORP Technology 1,491.0 $208K 0.12% NEW $139.71 -36.0%
8 MU MICRON TECHNOLOGY INC Technology 178.0 $205K 0.12% NEW $1154.23 -19.2%
9 XLI SELECT SECTOR SPDR TR 1,108.0 $205K 0.12% NEW $185.38 -4.4%
10 IYW ISHARES TR 811.0 $205K 0.12% NEW $252.30 -0.4%
11 VUG VANGUARD INDEX FDS 2,373.0 $204K 0.12% NEW $86.18 +2.7%

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 50.8%
Financial Services 25.3%
Consumer Cyclical 9.3%
Communication Services 7.0%
Healthcare 3.1%
Consumer Defensive 2.3%
Utilities 1.5%
Industrials 0.8%