Catalyst Financial Partners

Latest statistics and disclosures from Catalyst Financial Partners's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Catalyst Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Catalyst Financial Partners

Catalyst Financial Partners holds 416 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.5 $146M -3% 195k 748.89
 View chart
Ishares Tr Core Msci Eafe (IEFA) 8.3 $84M +7% 864k 96.58
 View chart
State Street Corporation (STT) 3.8 $39M 227k 169.60
 View chart
Apple (AAPL) 3.7 $38M +5% 130k 289.36
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 3.2 $33M 423k 77.11
 View chart
NVIDIA Corporation (NVDA) 3.2 $33M 163k 200.09
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $31M -4% 207k 148.31
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 2.9 $30M +8% 298k 98.98
 View chart
Ishares Core Msci Emkt (IEMG) 2.6 $26M +17% 310k 82.84
 View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.5 $25M +5% 750k 33.73
 View chart
Microsoft Corporation (MSFT) 2.0 $20M +4% 53k 373.02
 View chart
Amazon (AMZN) 1.7 $17M +9% 72k 238.34
 View chart
Alphabet Cap Stk Cl A (GOOGL) 1.6 $16M +9% 45k 357.37
 View chart
Ishares Tr Rusel 2500 Etf (SMMD) 1.6 $16M +5% 173k 91.63
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.5 $15M 20k 746.77
 View chart
Alphabet Cap Stk Cl C (GOOG) 1.3 $13M +4% 38k 353.33
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 1.3 $13M +23% 82k 156.97
 View chart
Broadcom (AVGO) 1.2 $12M +5% 32k 377.75
 View chart
Ishares Tr National Mun Etf (MUB) 0.9 $9.5M +4% 88k 107.62
 View chart
Micron Technology (MU) 0.9 $8.8M +6% 7.7k 1154.29
 View chart
Meta Platforms Cl A (META) 0.8 $8.0M +15% 14k 563.28
 View chart
JPMorgan Chase & Co. (JPM) 0.8 $7.8M +4% 24k 327.33
 View chart
Eli Lilly & Co. (LLY) 0.8 $7.7M +9% 6.4k 1199.44
 View chart
UFP Technologies (UFPT) 0.7 $7.0M 27k 265.13
 View chart
Johnson & Johnson (JNJ) 0.6 $6.3M -2% 25k 253.97
 View chart
Ssga Active Etf Tr St Str Real Etf (RLY) 0.6 $6.1M +24% 177k 34.51
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $6.0M 12k 500.39
 View chart
Advanced Micro Devices (AMD) 0.6 $5.9M +9% 10k 580.91
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.6 $5.6M 54k 103.88
 View chart
Tesla Motors (TSLA) 0.6 $5.6M 13k 420.60
 View chart
Applied Materials (AMAT) 0.5 $5.5M 7.6k 723.00
 View chart
Intel Corporation (INTC) 0.5 $5.5M +9% 39k 139.63
 View chart
Caterpillar (CAT) 0.5 $5.4M 5.1k 1064.90
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $5.2M +14% 14k 370.05
 View chart
Exxon Mobil Corporation (XOM) 0.5 $5.0M -6% 37k 136.72
 View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 0.5 $5.0M +2% 118k 42.33
 View chart
Visa Com Cl A (V) 0.5 $4.6M +2% 13k 343.09
 View chart
Cisco Systems (CSCO) 0.4 $4.2M +10% 36k 117.46
 View chart
Abbvie (ABBV) 0.4 $3.9M -5% 15k 251.64
 View chart
Wal-Mart Stores (WMT) 0.4 $3.8M -6% 33k 113.26
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $3.7M +10% 34k 110.32
 View chart
Lam Research Corp Com New (LRCX) 0.3 $3.3M +10% 7.6k 433.33
 View chart
Costco Wholesale Corporation (COST) 0.3 $3.3M -3% 3.5k 935.47
 View chart
Procter & Gamble Company (PG) 0.3 $3.2M +9% 22k 146.64
 View chart
Kimberly-Clark Corporation (KMB) 0.3 $3.1M 29k 109.77
 View chart
UnitedHealth (UNH) 0.3 $3.1M +12% 7.5k 415.63
 View chart
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $3.1M 41k 76.11
 View chart
Kla Corp Com New (KLAC) 0.3 $3.1M +958% 10k 301.71
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $3.0M -10% 60k 50.58
 View chart
Philip Morris International (PM) 0.3 $2.8M +2% 16k 180.92
 View chart
Ge Vernova (GEV) 0.3 $2.8M +7% 2.4k 1174.86
 View chart
Mastercard Incorporated Cl A (MA) 0.3 $2.8M +43% 5.4k 513.60
 View chart
Ge Aerospace Com New (GE) 0.3 $2.8M 7.4k 373.72
 View chart
Bank of America Corporation (BAC) 0.3 $2.7M +5% 48k 56.98
 View chart
Merck & Co (MRK) 0.3 $2.6M +5% 20k 128.50
 View chart
Raytheon Technologies Corp (RTX) 0.2 $2.4M -2% 13k 189.73
 View chart
Netflix (NFLX) 0.2 $2.2M +3% 31k 71.40
 View chart
Chevron Corporation (CVX) 0.2 $2.2M -16% 14k 165.76
 View chart
Corning Incorporated (GLW) 0.2 $2.2M -11% 8.7k 255.42
 View chart
Palo Alto Networks (PANW) 0.2 $2.2M +49% 6.5k 341.02
 View chart
Coca-Cola Company (KO) 0.2 $2.1M -5% 26k 81.27
 View chart
Texas Instruments Incorporated (TXN) 0.2 $2.1M -2% 7.1k 298.07
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.1M +17% 7.0k 300.45
 View chart
Sandisk Corp (SNDK) 0.2 $2.0M -3% 881.00 2273.73
 View chart
Ishares Msci Emrg Chn (EMXC) 0.2 $2.0M +119% 20k 102.30
 View chart
Eaton Corp SHS (ETN) 0.2 $2.0M +5% 4.7k 426.12
 View chart
Qualcomm (QCOM) 0.2 $1.9M 11k 184.79
 View chart
Akamai Technologies (AKAM) 0.2 $1.9M 16k 118.21
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.8M -2% 31k 59.69
 View chart
Spdr Series Trust St Bloo High Etf (JNK) 0.2 $1.8M +9% 19k 96.37
 View chart
Goldman Sachs (GS) 0.2 $1.8M +5% 1.8k 1011.37
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.7M 24k 71.25
 View chart
Morgan Stanley Com New (MS) 0.2 $1.7M +2% 8.2k 209.04
 View chart
International Business Machines (IBM) 0.2 $1.7M 6.1k 281.21
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.7M +5% 7.1k 236.62
 View chart
Home Depot (HD) 0.2 $1.7M -3% 4.7k 352.68
 View chart
Linde SHS (LIN) 0.2 $1.6M +14% 3.2k 518.94
 View chart
TJX Companies (TJX) 0.2 $1.6M -5% 11k 151.50
 View chart
Howmet Aerospace (HWM) 0.2 $1.5M -6% 5.7k 268.86
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.5M -2% 14k 106.47
 View chart
Oracle Corporation (ORCL) 0.1 $1.4M +11% 9.8k 146.55
 View chart
Fortinet (FTNT) 0.1 $1.4M -14% 9.2k 153.62
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $1.4M +14% 1.4k 965.00
 View chart
Altria (MO) 0.1 $1.3M +31% 19k 71.95
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.3M -2% 4.3k 303.12
 View chart
Progressive Corporation (PGR) 0.1 $1.3M -26% 5.8k 218.45
 View chart
Chubb (CB) 0.1 $1.3M +25% 3.7k 340.74
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.2M +47% 1.7k 736.34
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.2M 7.9k 156.95
 View chart
Analog Devices (ADI) 0.1 $1.2M +3% 3.1k 397.17
 View chart
Charles Schwab Corporation (SCHW) 0.1 $1.2M 13k 92.27
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.2M +12% 1.6k 763.14
 View chart
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $1.2M +364% 30k 41.43
 View chart
Trane Technologies SHS (TT) 0.1 $1.2M +3% 2.5k 491.16
 View chart
Amgen (AMGN) 0.1 $1.2M +5% 3.4k 362.12
 View chart
Lowe's Companies (LOW) 0.1 $1.2M -2% 5.6k 220.49
 View chart
General Dynamics Corporation (GD) 0.1 $1.2M 3.4k 354.24
 View chart
Western Digital (WDC) 0.1 $1.2M 1.9k 638.72
 View chart
Wells Fargo & Company (WFC) 0.1 $1.2M +4% 14k 82.64
 View chart
Amphenol Corp Cl A (APH) 0.1 $1.2M 6.5k 176.32
 View chart
T. Rowe Price (TROW) 0.1 $1.1M +136% 10k 113.69
 View chart
Marathon Petroleum Corp (MPC) 0.1 $1.1M +3% 4.5k 255.70
 View chart
Thermo Fisher Scientific (TMO) 0.1 $1.1M 2.3k 501.36
 View chart
American Express Company (AXP) 0.1 $1.1M +10% 3.4k 338.25
 View chart
Consolidated Edison (ED) 0.1 $1.1M +57% 10k 110.63
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $1.1M -16% 3.9k 290.62
 View chart
Palantir Technologies Cl A (PLTR) 0.1 $1.1M -11% 9.7k 116.67
 View chart
McDonald's Corporation (MCD) 0.1 $1.1M 4.1k 270.31
 View chart
Fastenal Company (FAST) 0.1 $1.1M +22% 23k 48.03
 View chart
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $1.1M 35k 31.10
 View chart
Citigroup Com New (C) 0.1 $1.1M +7% 7.6k 139.96
 View chart
Deere & Company (DE) 0.1 $1.1M +4% 1.7k 634.33
 View chart
Nextera Energy (NEE) 0.1 $1.1M -7% 12k 87.77
 View chart
Quanta Services (PWR) 0.1 $1.0M +2% 1.4k 720.04
 View chart
Wabtec Corporation (WAB) 0.1 $1.0M +3% 3.8k 269.60
 View chart
Pepsi (PEP) 0.1 $1.0M +2% 7.6k 135.40
 View chart
Union Pacific Corporation (UNP) 0.1 $1.0M +7% 3.8k 272.00
 View chart
Northrop Grumman Corporation (NOC) 0.1 $1.0M +10% 2.0k 509.31
 View chart
Duke Energy Corp Com New (DUK) 0.1 $1.0M -14% 7.9k 126.58
 View chart
Arista Networks Com Shs (ANET) 0.1 $999k +3% 5.9k 169.88
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $998k 15k 68.41
 View chart
Verizon Communications (VZ) 0.1 $986k -6% 23k 42.34
 View chart
Electronic Arts (EA) 0.1 $983k +93% 4.8k 205.04
 View chart
Abbott Laboratories (ABT) 0.1 $971k -13% 11k 90.74
 View chart
Intuitive Surgical Com New (ISRG) 0.1 $968k -11% 2.4k 397.68
 View chart
Constellation Energy (CEG) 0.1 $951k -2% 3.8k 248.37
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $941k +2% 6.8k 137.53
 View chart
Globalstar Com New (GSAT) 0.1 $934k 12k 81.29
 View chart
Ishares Tr Morningstar Grwt (ILCG) 0.1 $919k 7.9k 117.02
 View chart
ConocoPhillips (COP) 0.1 $911k -23% 8.8k 103.96
 View chart
McKesson Corporation (MCK) 0.1 $907k +7% 1.2k 755.60
 View chart
Marvell Technology (MRVL) 0.1 $903k NEW 3.0k 297.92
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $899k 12k 73.41
 View chart
Booking Holdings (BKNG) 0.1 $888k +1831% 5.0k 178.24
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $888k +300% 11k 80.57
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $879k -2% 30k 29.43
 View chart
Cummins (CMI) 0.1 $874k -10% 1.2k 713.21
 View chart
At&t (T) 0.1 $871k -2% 42k 20.70
 View chart
Hanover Insurance (THG) 0.1 $865k NEW 4.0k 214.12
 View chart
Blackrock (BLK) 0.1 $862k -5% 896.00 961.56
 View chart
Williams Companies (WMB) 0.1 $859k +3% 12k 74.34
 View chart
Vici Pptys (VICI) 0.1 $853k +100% 32k 26.55
 View chart
CSX Corporation (CSX) 0.1 $846k 18k 47.53
 View chart
Capital One Financial (COF) 0.1 $846k +7% 4.2k 200.62
 View chart
S&p Global (SPGI) 0.1 $844k +20% 2.1k 407.26
 View chart
Spdr Series Trust St Str P500etf (SPYM) 0.1 $842k +67% 9.6k 87.88
 View chart
Danaher Corporation (DHR) 0.1 $835k +9% 4.4k 190.48
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.1 $833k +400% 9.5k 87.91
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $831k -3% 3.7k 227.06
 View chart
salesforce (CRM) 0.1 $822k -35% 5.2k 156.66
 View chart
Globe Life (GL) 0.1 $813k +65% 4.6k 178.68
 View chart
Welltower Inc Com reit (WELL) 0.1 $809k +2% 3.6k 226.97
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $806k 9.6k 83.75
 View chart
Gra (GGG) 0.1 $806k +65% 11k 75.61
 View chart
Lockheed Martin Corporation (LMT) 0.1 $762k +25% 1.5k 509.46
 View chart
O'reilly Automotive (ORLY) 0.1 $752k -7% 8.2k 92.09
 View chart
Uber Technologies (UBER) 0.1 $752k -6% 10k 72.16
 View chart
Gilead Sciences (GILD) 0.1 $722k +4% 5.7k 126.34
 View chart
Jefferies Finl Group (JEF) 0.1 $721k 14k 49.98
 View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $716k -24% 13k 54.03
 View chart
Walt Disney Company (DIS) 0.1 $711k +23% 7.4k 96.25
 View chart
Norfolk Southern (NSC) 0.1 $697k -5% 2.2k 314.59
 View chart
Republic Services (RSG) 0.1 $697k NEW 3.3k 213.08
 View chart
Comfort Systems USA (FIX) 0.1 $688k -2% 347.00 1981.95
 View chart
Ishares Tr Select Divid Etf (DVY) 0.1 $686k 4.4k 156.30
 View chart
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $686k 6.5k 105.16
 View chart
Servicenow (NOW) 0.1 $684k -17% 6.9k 99.28
 View chart
Dominion Resources (D) 0.1 $681k -10% 10k 68.29
 View chart
Valero Energy Corporation (VLO) 0.1 $677k +4% 2.6k 260.44
 View chart
Allstate Corporation (ALL) 0.1 $676k +29% 2.8k 237.94
 View chart
Keysight Technologies (KEYS) 0.1 $674k +3% 1.9k 350.07
 View chart
Johnson Controls Internation SHS (JCI) 0.1 $657k +14% 4.5k 146.11
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $656k -20% 1.3k 496.73
 View chart
Colgate-Palmolive Company (CL) 0.1 $642k +55% 7.0k 91.68
 View chart
Automatic Data Processing (ADP) 0.1 $638k +16% 2.9k 223.95
 View chart
Prologis (PLD) 0.1 $638k +9% 4.7k 135.47
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $621k -4% 2.8k 221.20
 View chart
Cadence Design Systems (CDNS) 0.1 $618k +14% 1.6k 375.32
 View chart
Starbucks Corporation (SBUX) 0.1 $617k 6.0k 102.19
 View chart
Equinix (EQIX) 0.1 $613k +7% 588.00 1042.39
 View chart
Ametek (AME) 0.1 $613k -22% 2.5k 241.94
 View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR) 0.1 $609k +20% 12k 50.71
 View chart
Pfizer (PFE) 0.1 $606k +7% 25k 24.08
 View chart
Southern Company (SO) 0.1 $603k -8% 6.3k 95.71
 View chart
Ameriprise Financial (AMP) 0.1 $602k 1.3k 458.76
 View chart
Stryker Corporation (SYK) 0.1 $600k -16% 1.9k 314.84
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $599k +19% 872.00 686.81
 View chart
CVS Caremark Corporation (CVS) 0.1 $596k +9% 5.8k 103.45
 View chart
Cincinnati Financial Corporation (CINF) 0.1 $593k +33% 3.2k 185.14
 View chart
SYNNEX Corporation (SNX) 0.1 $590k -2% 2.2k 267.34
 View chart
Paychex (PAYX) 0.1 $584k +76% 5.9k 98.34
 View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $583k 5.6k 103.22
 View chart
Metropcs Communications (TMUS) 0.1 $582k -2% 3.5k 167.73
 View chart
Illinois Tool Works (ITW) 0.1 $578k +8% 2.1k 270.47
 View chart
Mondelez Intl Cl A (MDLZ) 0.1 $577k 10k 57.84
 View chart
Monster Beverage Corp (MNST) 0.1 $577k +8% 6.0k 96.12
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.1 $576k 7.6k 75.79
 View chart
Parker-Hannifin Corporation (PH) 0.1 $574k 587.00 978.12
 View chart
Exelon Corporation (EXC) 0.1 $568k +10% 12k 46.62
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $566k +212% 4.5k 124.44
 View chart
Boeing Company (BA) 0.1 $565k +14% 2.6k 216.47
 View chart
Waste Management (WM) 0.1 $563k +9% 2.5k 222.88
 View chart
American Water Works (AWK) 0.1 $562k NEW 4.3k 131.58
 View chart
Cintas Corporation (CTAS) 0.1 $558k -28% 3.3k 170.08
 View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $557k -26% 1.2k 477.57
 View chart
Vanguard Index Fds Value Etf (VTV) 0.1 $553k -26% 2.5k 217.93
 View chart
Ishares Tr Global 100 Etf (IOO) 0.1 $552k 4.0k 136.60
 View chart
Freeport Mcmoran CL B (FCX) 0.1 $550k +8% 8.7k 62.89
 View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $550k -17% 11k 50.39
 View chart
General Motors Company (GM) 0.1 $549k +4% 7.1k 77.08
 View chart
L3harris Technologies (LHX) 0.1 $544k -4% 1.9k 290.59
 View chart
Travelers Companies (TRV) 0.1 $541k +7% 1.6k 330.12
 View chart
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $540k 9.0k 60.29
 View chart
FedEx Corporation (FDX) 0.1 $539k -6% 1.7k 313.13
 View chart
Dell Technologies CL C (DELL) 0.1 $539k NEW 1.2k 431.46
 View chart
Janus Henderson Group Ord Shs 0.1 $536k +14% 10k 51.95
 View chart
Cme (CME) 0.1 $533k -37% 2.4k 220.83
 View chart
EOG Resources (EOG) 0.1 $529k +87% 4.1k 129.73
 View chart
Medtronic SHS (MDT) 0.1 $525k -19% 6.7k 78.23
 View chart
Marriott Intl Cl A (MAR) 0.1 $525k +10% 1.4k 370.59
 View chart
W.W. Grainger (GWW) 0.1 $524k +28% 385.00 1360.40
 View chart
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $521k +6% 262.00 1989.44
 View chart
Applovin Corp Com Cl A (APP) 0.1 $514k +33% 998.00 515.23
 View chart
Bristol Myers Squibb (BMY) 0.1 $513k -9% 8.9k 57.62
 View chart
Hewlett Packard Enterprise (HPE) 0.1 $511k 11k 45.11
 View chart
Revolution Medicines (RVMD) 0.1 $510k NEW 2.7k 187.28
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.1 $506k 1.5k 343.91
 View chart
Vanguard World Inf Tech Etf (VGT) 0.1 $505k +655% 4.2k 119.52
 View chart
Air Products & Chemicals (APD) 0.0 $504k -7% 1.7k 293.18
 View chart
Tradeweb Mkts Cl A (TW) 0.0 $501k NEW 5.0k 99.66
 View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $492k 699.00 703.34
 View chart
Newmont Mining Corporation (NEM) 0.0 $491k 5.3k 93.40
 View chart
American Intl Group Com New (AIG) 0.0 $490k 6.6k 74.53
 View chart
Unum (UNM) 0.0 $469k NEW 5.3k 89.40
 View chart
Anthem (ELV) 0.0 $469k +34% 1.2k 386.73
 View chart
Vistra Energy (VST) 0.0 $463k 2.9k 158.63
 View chart
Datadog Cl A Com (DDOG) 0.0 $462k NEW 1.8k 260.36
 View chart
Delta Air Lines Com New (DAL) 0.0 $456k +9% 4.9k 93.66
 View chart
Verisign (VRSN) 0.0 $452k +13% 1.8k 251.56
 View chart
Hartford Financial Services (HIG) 0.0 $452k 3.4k 132.51
 View chart
Vertiv Holdings Com Cl A (VRT) 0.0 $447k +35% 1.3k 334.82
 View chart
EQT Corporation (EQT) 0.0 $444k +16% 8.4k 53.17
 View chart
Emerson Electric (EMR) 0.0 $443k +3% 3.1k 143.13
 View chart
Hubbell (HUBB) 0.0 $437k 836.00 523.20
 View chart
Realty Income (O) 0.0 $430k -8% 6.9k 61.96
 View chart
Te Connectivity Ord Shs (TEL) 0.0 $429k -15% 2.1k 201.61
 View chart
Hilton Worldwide Holdings (HLT) 0.0 $429k 1.3k 330.46
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $429k +31% 1.8k 242.43
 View chart
PNC Financial Services (PNC) 0.0 $428k +4% 1.7k 246.22
 View chart
Lumentum Hldgs (LITE) 0.0 $426k +9% 496.00 858.06
 View chart
Ingersoll Rand (IR) 0.0 $420k -4% 5.1k 81.99
 View chart
Royal Caribbean Cruises (RCL) 0.0 $419k +3% 1.3k 317.53
 View chart
Aon Shs Cl A (AON) 0.0 $418k 1.3k 331.69
 View chart
Teradyne (TER) 0.0 $417k +3% 862.00 483.84
 View chart
Honeywell International (HON) 0.0 $417k NEW 1.9k 223.90
 View chart
Synopsys (SNPS) 0.0 $415k -2% 931.00 446.07
 View chart
United Parcel Svcs CL B (UPS) 0.0 $414k -35% 3.9k 107.50
 View chart
Ciena Corp Com New (CIEN) 0.0 $412k +6% 840.00 490.56
 View chart
Honeywell Aerospace (HONA) 0.0 $411k NEW 1.9k 221.08
 View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $411k -13% 3.0k 137.54
 View chart
Us Bancorp Com New (USB) 0.0 $407k +6% 6.7k 60.40
 View chart
Simon Property (SPG) 0.0 $404k +6% 1.8k 223.65
 View chart
Hca Holdings (HCA) 0.0 $400k 1.0k 389.89
 View chart
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $398k -5% 9.4k 42.59
 View chart
CBOE Holdings (CBOE) 0.0 $395k -17% 1.6k 242.67
 View chart
3M Company (MMM) 0.0 $393k +3% 2.4k 161.91
 View chart
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $389k NEW 4.0k 98.20
 View chart
MetLife (MET) 0.0 $388k 4.6k 84.61
 View chart
Cigna Corp (CI) 0.0 $386k -5% 1.4k 275.68
 View chart
Monolithic Power Systems (MPWR) 0.0 $376k +7% 272.00 1382.36
 View chart
Boston Scientific Corporation (BSX) 0.0 $374k +2% 8.8k 42.68
 View chart
Rockwell Automation (ROK) 0.0 $367k +6% 741.00 495.08
 View chart
American Tower Reit (AMT) 0.0 $365k 2.2k 163.57
 View chart
Warner Bros Discovery Com Ser A (WBD) 0.0 $364k +6% 14k 26.66
 View chart
Intercontinental Exchange (ICE) 0.0 $364k -13% 3.0k 123.11
 View chart
Devon Energy Corporation (DVN) 0.0 $364k +18% 8.8k 41.32
 View chart
Bj's Wholesale Club Holdings (BJ) 0.0 $361k +93% 4.1k 87.22
 View chart
Phillips 66 (PSX) 0.0 $361k -29% 2.1k 169.05
 View chart
Humana (HUM) 0.0 $358k NEW 902.00 397.22
 View chart
Coherent Corp (COHR) 0.0 $357k 905.00 394.47
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $356k +248% 2.9k 124.17
 View chart
Corteva (CTVA) 0.0 $354k +4% 4.2k 84.69
 View chart
Ecolab (ECL) 0.0 $353k -4% 1.3k 278.61
 View chart
Fifth Third Ban (FITB) 0.0 $353k -8% 6.3k 56.37
 View chart
SYSCO Corporation (SYY) 0.0 $347k -9% 4.2k 83.58
 View chart
Emcor (EME) 0.0 $342k +5% 412.00 829.88
 View chart
Federated Hermes CL B (FHI) 0.0 $342k -31% 6.2k 55.22
 View chart
American Electric Power Company (AEP) 0.0 $342k +5% 2.5k 136.81
 View chart
Blackstone Group Inc Com Cl A (BX) 0.0 $335k +38% 2.9k 117.67
 View chart
Workday Cl A (WDAY) 0.0 $335k +74% 2.7k 122.42
 View chart
Flex Ord (FLEX) 0.0 $332k NEW 2.1k 162.07
 View chart
Cognizant Technology Solutio Cl A (CTSH) 0.0 $330k +55% 8.5k 38.73
 View chart
Expeditors International of Washington (EXPD) 0.0 $328k NEW 2.0k 162.98
 View chart
AFLAC Incorporated (AFL) 0.0 $325k +7% 2.8k 117.25
 View chart
Jabil Circuit (JBL) 0.0 $325k 842.00 385.48
 View chart
NetApp (NTAP) 0.0 $324k +5% 2.1k 154.76
 View chart
Take-Two Interactive Software (TTWO) 0.0 $322k -20% 1.3k 249.98
 View chart
Arthur J. Gallagher & Co. (AJG) 0.0 $321k +27% 1.4k 229.57
 View chart
Ross Stores (ROST) 0.0 $318k +7% 1.5k 212.85
 View chart
Roper Industries (ROP) 0.0 $314k -9% 927.00 338.39
 View chart
Moody's Corporation (MCO) 0.0 $313k -14% 690.00 452.92
 View chart
Sherwin-Williams Company (SHW) 0.0 $311k +4% 903.00 344.32
 View chart
Carrier Global Corporation (CARR) 0.0 $310k +5% 4.2k 73.35
 View chart
Carpenter Technology Corporation (CRS) 0.0 $309k NEW 501.00 616.84
 View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.0 $308k -21% 4.5k 68.54
 View chart
Edwards Lifesciences (EW) 0.0 $306k -9% 3.4k 90.46
 View chart
Yum! Brands (YUM) 0.0 $305k +3% 1.9k 159.86
 View chart
Assurant (AIZ) 0.0 $302k 1.1k 268.53
 View chart
Becton, Dickinson and (BDX) 0.0 $302k -3% 2.0k 151.33
 View chart
Bank of New York Mellon Corporation (BNY) 0.0 $300k -49% 2.1k 144.61
 View chart
Cirrus Logic (CRUS) 0.0 $298k 2.0k 148.53
 View chart
Nvent Elec SHS (NVT) 0.0 $298k +2% 1.8k 169.61
 View chart
United Rentals (URI) 0.0 $296k NEW 261.00 1132.89
 View chart
Boyd Gaming Corporation (BYD) 0.0 $295k +17% 3.3k 88.33
 View chart
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $293k 4.3k 68.01
 View chart
SLB Com Stk (SLB) 0.0 $293k +3% 6.3k 46.49
 View chart
Synchrony Financial (SYF) 0.0 $293k +7% 3.8k 76.05
 View chart
Kroger (KR) 0.0 $291k +14% 5.2k 55.53
 View chart
Vulcan Materials Company (VMC) 0.0 $291k 987.00 295.01
 View chart
Casey's General Stores (CASY) 0.0 $289k 364.00 794.79
 View chart
Marsh & McLennan Companies (MRSH) 0.0 $286k -2% 1.7k 166.67
 View chart
Nxp Semiconductors N V (NXPI) 0.0 $286k NEW 1.0k 281.03
 View chart
CF Industries Holdings (CF) 0.0 $285k +7% 2.6k 108.26
 View chart
Acuity Brands (AYI) 0.0 $283k -10% 752.00 376.66
 View chart
Target Corporation (TGT) 0.0 $281k NEW 2.2k 130.61
 View chart
Cardinal Health (CAH) 0.0 $279k +5% 1.2k 237.56
 View chart
Omega Healthcare Investors (OHI) 0.0 $279k NEW 5.8k 47.68
 View chart
Adobe Systems Incorporated (ADBE) 0.0 $278k -52% 1.4k 205.02
 View chart
Skyworks Solutions (SWKS) 0.0 $278k 4.1k 67.80
 View chart
Spdr Series Trust St Str Sp500div (SPYD) 0.0 $278k 5.8k 47.71
 View chart
Brown & Brown (BRO) 0.0 $277k NEW 4.3k 64.15
 View chart
eBay (EBAY) 0.0 $277k +6% 2.5k 111.75
 View chart
Kinder Morgan (KMI) 0.0 $277k +6% 8.7k 31.97
 View chart
Baker Hughes Company Cl A (BKR) 0.0 $277k +14% 5.0k 55.50
 View chart
Chemed Corp Com Stk (CHE) 0.0 $277k NEW 594.00 465.74
 View chart
Truist Financial Corp equities (TFC) 0.0 $277k +8% 5.5k 49.82
 View chart
Eversource Energy (ES) 0.0 $275k 3.8k 72.27
 View chart
Microchip Technology (MCHP) 0.0 $273k NEW 3.0k 91.20
 View chart
Old Dominion Freight Line (ODFL) 0.0 $272k -23% 1.3k 216.60
 View chart
Paccar (PCAR) 0.0 $272k +5% 2.3k 120.12
 View chart
Diamedica Therapeutics Com New (DMAC) 0.0 $271k 39k 7.04
 View chart
Qualys (QLYS) 0.0 $268k NEW 2.0k 137.49
 View chart
Motorola Solutions Com New (MSI) 0.0 $267k -35% 643.00 415.29
 View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $266k 3.7k 72.28
 View chart
Chipotle Mexican Grill (CMG) 0.0 $265k +3% 7.8k 34.00
 View chart
TransDigm Group Incorporated (TDG) 0.0 $265k +15% 199.00 1332.04
 View chart
Digital Realty Trust (DLR) 0.0 $265k +7% 1.5k 179.58
 View chart
Grand Canyon Education (LOPE) 0.0 $260k NEW 1.8k 143.11
 View chart
M&T Bank Corporation (MTB) 0.0 $259k +4% 1.1k 238.01
 View chart
Arch Cap Group Ord (ACGL) 0.0 $259k NEW 2.7k 97.06
 View chart
FactSet Research Systems (FDS) 0.0 $258k NEW 1.1k 230.08
 View chart
Teledyne Technologies Incorporated (TDY) 0.0 $257k -51% 386.00 666.90
 View chart
United Therapeutics Corporation (UTHR) 0.0 $255k 470.00 541.83
 View chart
Sempra Energy (SRE) 0.0 $253k -9% 2.7k 92.71
 View chart
MGIC Investment (MTG) 0.0 $253k -35% 9.0k 28.20
 View chart
F5 Networks (FFIV) 0.0 $252k NEW 606.00 415.96
 View chart
D.R. Horton (DHI) 0.0 $252k NEW 1.5k 162.88
 View chart
MKS Instruments (MKSI) 0.0 $251k NEW 565.00 444.80
 View chart
Nucor Corporation (NUE) 0.0 $251k NEW 1.1k 222.75
 View chart
Intuit (INTU) 0.0 $250k -43% 959.00 261.00
 View chart
Msc Indl Direct Cl A (MSM) 0.0 $248k NEW 2.1k 118.95
 View chart
Enbridge (ENB) 0.0 $248k -3% 4.6k 54.21
 View chart
W.R. Berkley Corporation (WRB) 0.0 $247k NEW 3.5k 70.53
 View chart
Hldgs (UAL) 0.0 $246k -17% 1.8k 135.99
 View chart
Church & Dwight (CHD) 0.0 $246k NEW 2.5k 96.88
 View chart
Robinhood Mkts Com Cl A (HOOD) 0.0 $246k NEW 2.4k 100.28
 View chart
ResMed (RMD) 0.0 $243k +32% 1.2k 194.88
 View chart
IDEXX Laboratories (IDXX) 0.0 $240k -14% 456.00 526.44
 View chart
Acumen Pharmaceuticals (ABOS) 0.0 $240k 90k 2.67
 View chart
Voya Financial (VOYA) 0.0 $238k NEW 2.6k 90.53
 View chart
PPL Corporation (PPL) 0.0 $234k -22% 6.4k 36.35
 View chart
Texas Roadhouse (TXRH) 0.0 $233k -41% 1.2k 193.23
 View chart
Broadridge Financial Solutions (BR) 0.0 $232k NEW 1.7k 136.95
 View chart
Citizens Financial (CFG) 0.0 $232k NEW 3.3k 70.07
 View chart
Bny Mellon Etf Trust Ii Enhanced Divid (BEDY) 0.0 $230k 7.9k 29.01
 View chart
ON Semiconductor (ON) 0.0 $229k NEW 2.4k 94.54
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $228k -67% 9.3k 24.55
 View chart
Iron Mountain (IRM) 0.0 $223k NEW 1.8k 126.31
 View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB) 0.0 $222k 4.9k 44.86
 View chart
Regeneron Pharmaceuticals (REGN) 0.0 $221k -23% 355.00 623.54
 View chart
Lennar Corp Cl A (LEN) 0.0 $221k NEW 2.4k 90.49
 View chart
Entergy Corporation (ETR) 0.0 $221k NEW 1.9k 114.86
 View chart
Mid-America Apartment (MAA) 0.0 $221k NEW 1.6k 138.94
 View chart
Twilio Cl A (TWLO) 0.0 $220k NEW 1.1k 206.33
 View chart
Astrazeneca Ord (AZN) 0.0 $220k NEW 1.2k 189.62
 View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO) 0.0 $219k NEW 6.0k 36.60
 View chart
Corpay Com Shs (CPAY) 0.0 $219k NEW 657.00 333.27
 View chart
Msci (MSCI) 0.0 $218k NEW 390.00 560.04
 View chart
SEI Investments Company (SEIC) 0.0 $218k -47% 2.5k 87.71
 View chart
Schneider National CL B (SNDR) 0.0 $218k NEW 6.0k 36.53
 View chart
Ford Motor Company (F) 0.0 $217k +8% 16k 13.90
 View chart
Dow (DOW) 0.0 $216k +13% 7.9k 27.36
 View chart
MercadoLibre (MELI) 0.0 $216k NEW 127.00 1697.39
 View chart
Agilent Technologies Inc C ommon (A) 0.0 $215k NEW 1.6k 132.83
 View chart
Kkr & Co (KKR) 0.0 $214k NEW 2.3k 91.78
 View chart
New York Times Co Mtn Be Cl A (NYT) 0.0 $213k -30% 3.0k 69.98
 View chart
Avnet (AVT) 0.0 $212k NEW 2.4k 88.82
 View chart
Jones Lang LaSalle Incorporated (JLL) 0.0 $212k -25% 683.00 309.95
 View chart
Carnival Corp Common Shares (CCL) 0.0 $211k NEW 7.4k 28.57
 View chart
Nasdaq Omx (NDAQ) 0.0 $211k -14% 2.7k 78.82
 View chart
Martin Marietta Materials (MLM) 0.0 $211k 365.00 576.70
 View chart
Public Service Enterprise (PEG) 0.0 $210k +3% 2.6k 81.16
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $210k NEW 2.2k 96.43
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $210k NEW 1.3k 164.27
 View chart
New York Life Investments Et Ftse Intl Eqty C (HFXI) 0.0 $210k -19% 5.5k 38.09
 View chart
Tapestry (TPR) 0.0 $208k NEW 1.4k 146.38
 View chart
NewMarket Corporation (NEU) 0.0 $207k NEW 262.00 791.24
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.0 $207k NEW 485.00 426.40
 View chart
Qnity Electronics Common Stock (Q) 0.0 $207k NEW 1.3k 163.31
 View chart
Alliant Energy Corporation (LNT) 0.0 $207k NEW 2.7k 76.29
 View chart
Cbre Group Cl A (CBRE) 0.0 $206k NEW 1.5k 134.69
 View chart
CenterPoint Energy (CNP) 0.0 $204k NEW 4.6k 44.04
 View chart
AutoZone (AZO) 0.0 $201k 63.00 3195.94
 View chart
Targa Res Corp (TRGP) 0.0 $201k NEW 750.00 268.14
 View chart
Ventas (VTR) 0.0 $201k NEW 2.3k 88.80
 View chart
Kenvue (KVUE) 0.0 $199k NEW 10k 19.11
 View chart

Past Filings by Catalyst Financial Partners

SEC 13F filings are viewable for Catalyst Financial Partners going back to 2022