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Portfolio (Quarterly) Guide ↗

Catalyst Investment Management LLC

· CIK 0002055584
13F Portfolio $90M AUM 65 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 6 Added 44 Reduced 15 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EMXC ISHARES INC 47,549.0 $4.3M 4.72% +8K +20.2% $89.66 +4.3%
2 GNR SPDR INDEX SHS FDS 32,955.0 $2.5M 2.72% +3K +10.2% $74.54 +0.0%
3 RDVY FIRST TR EXCHANGE TRADED FD 30,163.0 $2.2M 2.49% +6K +26.0% $74.50 -1.0%
4 FYX FIRST TR EXCHANGE-TRADED ALP 14,839.0 $2.0M 2.17% +216.0 +1.5% $131.61 -1.5%
5 FNX FIRST TR EXCHANGE-TRADED ALP 6,668.0 $919K 1.02% +296.0 +4.7% $137.78 -1.5%
6 PG PROCTER & GAMBLE CO Consumer Defensive 1,909.0 $280K 0.31% +108.0 +6.0% $146.93 -3.6%

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
Financial Services 34.4%
Technology 29.4%
Industrials 8.9%
Consumer Defensive 7.8%
Consumer Cyclical 7.6%
Healthcare 4.4%
Basic Materials 3.8%
Energy 2.5%
Communication Services 1.1%