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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
Page 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVGO BROADCOM INC Technology 2,288.0 $864K 0.51% +67.0 +3.0% $377.79 -2.4%
42 BRO BROWN & BROWN INC Financial Services 12,711.0 $815K 0.48% $64.15 +14.3%
43 ITA ISHARES TR 3,114.0 $755K 0.44% +175.0 +6.0% $242.43 -4.0%
44 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.44% $748850.00
45 VTV VANGUARD INDEX FDS 3,371.0 $735K 0.43% +245.0 +7.8% $217.94 +3.4%
46 VV VANGUARD INDEX FDS 2,119.0 $729K 0.43% +33.0 +1.6% $344.05 +3.0%
47 SETM SPROTT FDS TR 23,062.0 $719K 0.42% +2K +11.3% $31.16 +11.3%
48 FXH FIRST TR EXCHANGE-TRADED FD 5,864.0 $718K 0.42% -247.0 -4.0% $122.42 +8.8%
49 QQQ INVESCO QQQ TR Financial Services 964.0 $711K 0.42% +124.0 +14.8% $737.15 -2.8%
50 XLK SELECT SECTOR SPDR TR 3,204.0 $611K 0.36% $190.56 -2.6%
51 EZM WISDOMTREE TR 7,870.0 $596K 0.35% -303.0 -3.7% $75.78 +0.4%
52 NVDA NVIDIA CORPORATION Technology 2,795.0 $559K 0.33% +87.0 +3.2% $200.14 +8.7%
53 META META PLATFORMS INC Communication Services 991.0 $558K 0.33% +8.0 +0.8% $563.43 +2.6%
54 DXJ WISDOMTREE TR 2,853.0 $495K 0.29% -202.0 -6.6% $173.57 +3.8%
55 VYM VANGUARD WHITEHALL FDS 3,129.0 $495K 0.29% +17.0 +0.6% $158.05 +3.9%
56 SDOG ALPS ETF TR 7,214.0 $492K 0.29% +569.0 +8.6% $68.23 +7.8%
57 NFLX NETFLIX INC. Communication Services 6,429.0 $459K 0.27% $71.40 +14.5%
58 NEE NEXTERA ENERGY INC Utilities 5,090.0 $447K 0.26% $87.79 -6.8%
59 HDV ISHARES TR 16,000.0 $439K 0.26% +13K +402.4% $27.41 +7.4%
60 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 906.0 $433K 0.25% $477.57 -12.6%
Page 3 of 6  ·  102 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 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%