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Portfolio (Quarterly) Guide ↗

Catalyst Investment Management LLC

· CIK 0002055584
13F Portfolio $110M AUM 73 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 40 Added 14 Reduced 3 Exited
Page 1 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BOND PIMCO ETF TR 100,438.0 $9.3M 8.40% +16K +18.5% $92.21 -1.3%
2 VYM VANGUARD WHITEHALL FDS 40,298.0 $6.4M 5.78% +9K +29.1% $158.03 +4.4%
3 TDIV FIRST TR EXCHANGE TRADED FD 53,785.0 $6.2M 5.61% +7K +14.5% $114.88 -0.7%
4 VT VANGUARD INTL EQUITY INDEX F 39,295.0 $6.2M 5.59% +9K +28.4% $156.95 +2.5%
5 IXUS ISHARES TR 58,712.0 $5.6M 5.08% +9K +18.6% $95.44 +3.0%
6 PYLD PIMCO ETF TR 203,817.0 $5.4M 4.90% +27K +15.3% $26.52 -0.9%
7 IQDG WISDOMTREE TR 121,530.0 $5.2M 4.75% +16K +15.3% $43.08 +4.2%
8 SDVY FIRST TR EXCHANGE TRADED FD 115,902.0 $5.0M 4.54% +15K +15.2% $43.14 +1.4%
9 EMXC ISHARES INC 40,235.0 $4.1M 3.73% -7K -15.4% $102.30 -4.0%
10 DHS WISDOMTREE TR 35,494.0 $4.0M 3.66% +9K +35.3% $113.68 +5.2%
11 GOVT ISHARES TR 149,442.0 $3.4M 3.09% +71K +90.9% $22.78 -1.0%
12 QLTA ISHARES TR 66,896.0 $3.2M 2.88% -14K -17.7% $47.52 -1.7%
13 ALLW SSGA ACTIVE TR 100,217.0 $2.9M 2.66% +45K +80.6% $29.27 +3.8%
14 RDVY FIRST TR EXCHANGE TRADED FD 35,071.0 $2.8M 2.58% +5K +16.3% $81.06 +1.5%
15 GNR SPDR INDEX SHS FDS 38,650.0 $2.6M 2.36% +6K +17.3% $67.31 +17.5%
16 FYX FIRST TR EXCHANGE-TRADED ALP 17,580.0 $2.5M 2.30% +3K +18.5% $144.30 -0.8%
17 BUFQ FIRST TR EXCHNG TRADED FD VI 55,675.0 $2.2M 1.98% +25K +78.7% $39.27 +0.4%
18 AAPL APPLE INC Technology 6,143.0 $1.8M 1.61% +72.0 +1.2% $289.35 +6.7%
19 FNDE SCHWAB STRATEGIC TR 40,773.0 $1.6M 1.47% +32K +370.8% $39.68 +5.6%
20 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,077.0 $1.6M 1.41% -81.0 -3.8% $746.77 +2.5%
Page 1 of 4  ·  73 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 33.0%
Financial Services 27.7%
Consumer Defensive 9.2%
Industrials 9.2%
Consumer Cyclical 6.3%
Healthcare 5.0%
Basic Materials 3.8%
Energy 2.6%
Communication Services 1.8%
Utilities 1.5%