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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
Page 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK AMERICA CORP Financial Services 4,090.0 $220K 0.24% -869.0 -17.5% $53.91 -7.7%
62 ABBV ABBVIE INC Healthcare 1,058.0 $220K 0.24% $208.38 +0.5%
63 AJG GALLAGHER ARTHUR J & CO Financial Services 975.0 $216K 0.24% -425.0 -30.4% $221.61 -6.5%
64 GOOGL ALPHABET INC Communication Services 620.0 $212K 0.23% -171.0 -21.6% $341.68 +16.1%
65 CVX CHEVRON CORPORATION Energy 1,131.0 $208K 0.23% -203.0 -15.2% $183.99 +3.9%
Page 4 of 4  ·  65 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
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%