CATALYST FINANCIAL PARTNERS LLC
Top Portfolio Positions
304 positions ·
$416,393,581 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
122,851 | $31,178,355 | 7.49% | |
| STT |
State Street Corp
Financial Services
|
227,089 | $28,740,383 | 6.90% | |
| NVDA |
Nvidia Corp
Technology
|
159,811 | $27,871,038 | 6.69% | |
| MSFT |
Microsoft Corp
Technology
|
50,894 | $18,839,431 | 4.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
65,479 | $13,637,311 | 3.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
20,422 | $13,281,243 | 3.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
41,533 | $11,943,229 | 2.87% | |
| AVGO |
Broadcom Inc.
Technology
|
29,813 | $9,227,421 | 2.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
12,280 | $7,025,756 | 1.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
22,670 | $6,668,607 | 1.60% |
Portfolio Trend
14 quarters · across all stocks
Holdings in STT
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,740,383 | 227,089 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $134,554,591 | 1,042,978 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $120,993,557 | 1,042,958 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $281,101,389 | 2,643,421 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||