Institutional Fund
Catalyst Financial Partners LLC
Boston, MACIK 19275375 filings on record
Portfolio Value
$846.87M
Q1 2026
Holdings
370
Reported positions
New Buys
69
Opened this quarter
QoQ Change
-5.6%
from $896.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr15.5%
- Ishares Tr8.6%
- Apple Inc3.7%
- State Str Corp3.4%
- Ishares Tr3.3%
- Nvidia Corporation3.3%
- Other62.2%
Portfolio Holdings
370 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 201.1K | $131.38M | 15.5% | +10.4K | Added |
| 2 | Ishares Tr | 806.4K | $73.00M | 8.6% | +69.4K | Added |
| 3 | Apple Inc | 122.9K | $31.18M | 3.7% | +10.2K | Added |
| 4 | State Str Corp | 227.1K | $28.74M | 3.4% | −815.9K | Reduced |
| 5 | Ishares Tr | 414.9K | $28.02M | 3.3% | −18.9K | Reduced |
| 6 | Nvidia Corporation | 159.8K | $27.87M | 3.3% | +17.0K | Added |
| 7 | Ishares Tr | 274.0K | $27.20M | 3.2% | +22.5K | Added |
| 8 | Ishares Tr | 215.8K | $26.83M | 3.2% | −18.1K | Reduced |
| 9 | Hartford Fds Exchange Traded | 711.4K | $24.00M | 2.8% | +55.2K | Added |
| 10 | Microsoft Corp | 50.9K | $18.84M | 2.2% | +3.2K | Added |
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