Institutions / Catalyst Financial Partners LLC
Catalyst Financial Partners LLC
CIK 1927537 · Institution · as of Dec 31, 2025
Portfolio value
$896.66M
Positions
324
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 324 →
| Company | Value | % of portfolio |
|---|---|---|
| State Street Corporation | $134.55M | 15.0% |
| iShares Tr | $130.65M | 14.6% |
| iShares Tr | $65.93M | 7.4% |
| Apple Inc. | $30.63M | 3.4% |
| iShares Tr | $28.63M | 3.2% |
| iShares Tr | $28.11M | 3.1% |
| NVIDIA Corp | $26.64M | 3.0% |
| iShares Tr | $25.12M | 2.8% |
| Microsoft Corp | $23.09M | 2.6% |
| Hartford Fds Exchange Traded | $22.41M | 2.5% |
| SPDR S&P 500 ETF Tr | $18.46M | 2.1% |
| iShares Inc | $16.43M | 1.8% |
| Amazon.com Inc | $13.54M | 1.5% |
| Alphabet Inc. | $11.27M | 1.3% |
| Alphabet Inc. | $11.03M | 1.2% |
| iShares Tr | $9.61M | 1.1% |
| Broadcom Inc. | $9.01M | 1.0% |
| iShares Tr | $8.64M | 1.0% |
| Meta Platforms Inc | $7.27M | 0.8% |
| JPMORGAN CHASE & CO | $7.15M | 0.8% |
| Tesla Inc | $5.88M | 0.7% |
| Ufp Technologies Inc | $5.87M | 0.7% |
| ELI LILLY & Co | $5.80M | 0.6% |
| iShares Tr | $5.52M | 0.6% |
| Warren E. Buffett | $5.48M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.