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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 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WMT WALMART INC Consumer Defensive 2,538.0 $288K 0.17% $113.38 -9.1%
82 GPIQ GOLDMAN SACHS ETF TR 4,704.0 $279K 0.16% -183.0 -3.7% $59.32 -4.0%
83 VPU VANGUARD WORLD FD 1,414.0 $277K 0.16% -61.0 -4.1% $195.78 -5.6%
84 MKL MARKEL GROUP INC Financial Services 139.0 $271K 0.16% -3.0 -2.1% $1953.10 -6.9%
85 TSLA TESLA INC Consumer Cyclical 634.0 $267K 0.16% $420.66 -17.1%
86 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 4,133.0 $265K 0.15% -1K -24.1% $64.08 +11.9%
87 LLY ELI LILLY & CO Healthcare 217.0 $262K 0.15% NEW $1208.01 -2.9%
88 STT STATE STR CORP Financial Services 1,541.0 $261K 0.15% NEW $169.60 +14.0%
89 SLYV SPDR SERIES TRUST 2,279.0 $249K 0.15% $109.13 +0.5%
90 PLTR PALANTIR TECHNOLOGIES INC Technology 2,116.0 $247K 0.14% $116.53 +59.9%
91 IFRA ISHARES TR 3,871.0 $244K 0.14% $63.06 -6.1%
92 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,779.0 $236K 0.14% $132.56 +4.5%
93 XLE SELECT SECTOR SPDR TR 4,423.0 $235K 0.14% +285.0 +6.9% $53.12 +18.0%
94 ACWI ISHARES TR 1,477.0 $232K 0.14% $156.97 +2.6%
95 TT TRANE TECHNOLOGIES PLC Industrials 465.0 $228K 0.13% NEW $491.02 -8.6%
96 EES WISDOMTREE TR 3,228.0 $219K 0.13% NEW $67.75 +0.8%
97 DOCN DIGITALOCEAN HLDGS INC Technology 1,375.0 $216K 0.13% NEW $157.03 -29.2%
98 INTC INTEL CORP Technology 1,491.0 $208K 0.12% NEW $139.71 -36.0%
99 MU MICRON TECHNOLOGY INC Technology 178.0 $205K 0.12% NEW $1154.23 -19.2%
100 XLI SELECT SECTOR SPDR TR 1,108.0 $205K 0.12% NEW $185.38 -4.4%
Page 5 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%