CATALYST FINANCIAL PARTNERS LLC
SEC Form 13F institutional filer · CIK 0001927537
13F-HR · 279 reported holdings · 2026-03-31
Reported long-US-equity value
$0.72B
Top-10 concentration
64.1%
CATALYST FINANCIAL PARTNERS LLC — $720M AUM allocation strategy
CATALYST FINANCIAL PARTNERS LLC files SEC Form 13F and reports $720M of long US equity value across 279 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 12.1%, followed by Communication Services 4.1% and Consumer Discretionary 2.6%.
The top 10 holdings account for 64% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
CATALYST FINANCIAL PARTNERS LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$720M
total across 279 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
64% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +84.5K sh · +$9.95M+$IWM +45.7K sh · +$3.83M+$NVDA +17K sh · +$1.23M
Biggest trims (shares)
−$CSX −17.8K sh · −$560K−$SPY −6.66K sh · −$5.18M−$AKAM −5.07K sh · −$13.6K
Exited to nil (held last quarter, gone now)
$KKR ($234K last qtr)$HUM ($228K last qtr)$AWK ($227K last qtr)$TSCO ($220K last qtr)$LEN ($220K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors5.2%—
- Technology Hardware, Storage & Peripherals4.3%—
- Interactive Media & Services4.1%—
- Systems Software2.6%—
- Broadline Retail1.9%—
- Pharmaceuticals1.6%—
- Diversified Banks0.9%—
- Integrated Oil & Gas0.9%—
- Other holdings78.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 123K | $31.2M | +10.2K | 4.3% |
| $NVDA | NVIDIA Corporation | 160K | $27.9M | +17K | 3.9% |
| $MSFT | Microsoft Corporation | 50.9K | $18.8M | +3.15K | 2.6% |
| $AMZN | Amazon.com Inc | 65.5K | $13.6M | +6.8K | 1.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 41.5K | $11.9M | +5.54K | 1.7% |
| $GOOGL | Alphabet Inc | 36K | $10.3M | +873 | 1.4% |
| $AVGO | Broadcom Inc | 29.8K | $9.23M | +3.77K | 1.3% |
…and 272 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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