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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 VT VANGUARD INTL EQUITY INDEX F 30,597.0 $4.6M 5.12% NEW $150.84 +1.9%
2 GOVT ISHARES TR 78,282.0 $1.8M 2.00% NEW $22.99 -1.8%
3 ALLW SSGA ACTIVE TR 55,492.0 $1.7M 1.84% NEW $30.00 -0.9%
4 BAI BLACKROCK ETF TRUST 21,706.0 $886K 0.98% NEW $40.82 +11.5%
5 VEU VANGUARD INTL EQUITY INDEX F 6,070.0 $495K 0.55% NEW $81.63 -0.2%
6 BHP BHP BILLITON LIMITED Basic Materials 5,051.0 $406K 0.45% NEW $80.45 +4.4%
7 FNDE SCHWAB STRATEGIC TR 8,660.0 $353K 0.39% NEW $40.77 -1.0%
8 RIO RIO TINTO PLC Basic Materials 3,149.0 $315K 0.35% NEW $100.15 +3.5%

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%