Arkolith/Funds/Catalyst Investment Management LLC

Catalyst Investment Management LLC

CIK 2055584
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Catalyst Investment Management LLC holds a focused book of 73 stocks worth $110.2M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened T Rowe PRC Cap Appreciation and trimmed Ishares Msci Emr MRK Ex Chna. Their largest long position is Pimco Active Bond Exchange-T at 8% of the equity book.

Opened
20
bought for the first time
Added to
41
already held, bought more
Trimmed
15
sold some, still holds it

Concentration

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
52%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

16% mapped to company sectors

ETF / fund or unclassified
84%
Information Technology
6%
Financials
3%
Consumer Discretionary
2%
Industrials
2%
Materials
1%
Health Care
1%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Catalyst Investment Management LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 73$529.5B
ROYAL BANK OF CANADA80 / 73$155.8B
WELLS FARGO & COMPANY/MN80 / 73$152.6B
LPL Financial LLC80 / 73$84.2B
RAYMOND JAMES FINANCIAL INC80 / 73$83.4B
ENVESTNET ASSET MANAGEMENT INC80 / 73$79.9B
COMMONWEALTH EQUITY SERVICES, LLC80 / 73$19.5B
OSAIC HOLDINGS, INC.80 / 73$18.0B

Ranked by how many of Catalyst Investment Management LLC's top 73 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

73 positions
#SecurityValueShares% PortLast moveHistory
1Pimco ETF TR
ACTIVE BD ETF
$9.3M100.4K
8.4%
+18%
Added · +16K sh
2Vanguard Whitehall FDS
HIGH DIV YLD
$6.4M40.3K
5.8%
+29%
Added · +9K sh
3First TR Exchange Traded FD
NASD TECH DIV
$6.2M53.8K
5.6%
+15%
Added · +7K sh
4Vanguard Intl Equity Index F
TT WRLD ST ETF
$6.2M39.3K
5.6%
+28%
Added · +9K sh
5Ishares TR
CORE MSCI TOTAL
$5.6M58.7K
5.1%
+19%
Added · +9K sh
6Pimco ETF TR
MULTISECTOR BD
$5.4M203.8K
4.9%
+15%
Added · +27K sh
7Wisdomtree TR
INTL QULTY DIV
$5.2M121.5K
4.7%
+15%
Added · +16K sh
8First TR Exchange Traded FD
SMID RISNG ETF
$5.0M115.9K
4.5%
+15%
Added · +15K sh
9Ishares Inc
MSCI EMRG CHN
$4.1M40.2K
3.7%
−15%
Reduced · −7K sh
10Wisdomtree TR
US HIGH DIVIDEND
$4.0M35.5K
3.7%
+35%
Added · +9K sh
11Ishares TR
US TREAS BD ETF
$3.4M149.4K
3.1%
+91%
Added · +71K sh
12Ishares TR
A RATE CP BD ETF
$3.2M66.9K
2.9%
−18%
Reduced · −14K sh
13Ssga Active TR
SST BRIDGEWATER
$2.9M100.2K
2.7%
+81%
Added · +45K sh
14First TR Exchange Traded FD
RISNG DIVD ACHIV
$2.8M35.1K
2.6%
+16%
Added · +5K sh
15SPDR Index SHS FDS
ST STR NAT ETF
$2.6M38.6K
2.4%
+17%
Added · +6K sh
16First TR Exchange-Traded Alp
COM SHS
$2.5M17.6K
2.3%
+18%
Added · +3K sh
17First TR Exchng Traded FD VI
FT VEST NASD ETF
$2.2M55.7K
2.0%
+79%
Added · +25K sh
18Apple Inc
COM
$1.8M6.1K
1.6%
+1.2%
Added · +72 sh
19Schwab Strategic TR
FUND EM EQUI ETF
$1.6M40.8K
1.5%
+371%
Added · +32K sh
20State STR SPDR S&P 500 ETF T
TR UNIT
$1.6M2.1K
1.4%
−3.8%
Reduced · −81 sh
21Schwab Strategic TR
US DIVIDEND EQ
$1.5M45.8K
1.3%
+182%
Added · +30K sh
22Schwab Strategic TR
1000 INDEX ETF
$1.3M37.0K
1.2%
+2.3%
Added · +821 sh
23Nvidia Corporation
COM
$1.3M6.3K
1.1%
+15%
Added · +808 sh
24Vanguard Specialized Funds
DIV APP ETF
$1.2M4.9K
1.0%
+109%
Added · +3K sh
25Ishares TR
GLOBAL TECH ETF
$1.1M7.3K
1.0%
−4.0%
Reduced · −301 sh
26T Rowe Price Exchange-Traded
CAP APPRECIATION
$1.0M24.7K
0.9%
New
New position
27First TR Exchange-Traded Alp
COM SHS
$976K6.7K
0.9%
Held
28Morgan Stanley
COM NEW
$953K4.6K
0.9%
−4.0%
Reduced · −193 sh
29RTX Corporation
COM
$900K4.7K
0.8%
+17%
Added · +690 sh
30Schwab Strategic TR
US LRG CAP ETF
$847K28.8K
0.8%
New
New position
31JPMorgan Chase & Co
COM
$842K2.6K
0.8%
+3.7%
Added · +92 sh
32Microsoft Corp
COM
$769K2.1K
0.7%
+8.5%
Added · +161 sh
33Walmart Inc
COM
$716K6.3K
0.6%
+0.6%
Added · +36 sh
34Johnson & Johnson
COM
$702K2.8K
0.6%
+68%
Added · +1K sh
35Deere & Co
COM
$629K991
0.6%
+1.4%
Added · +14 sh
36Invesco QQQ TR
UNIT SER 1
$622K845
0.6%
New
New position
37Cisco Sys Inc
COM
$604K5.1K
0.5%
+1.0%
Added · +52 sh
38Taiwan Semiconductor Manufac
SPONSORED ADS
$597K1.3K
0.5%
−5.1%
Reduced · −67 sh
39Coca Cola Co
COM
$573K7.1K
0.5%
+39%
Added · +2K sh
40Vanguard Index FDS
TOTAL STK MKT
$566K1.5K
0.5%
+20%
Added · +253 sh
41Broadcom Inc
COM
$561K1.5K
0.5%
+14%
Added · +182 sh
42Goldman Sachs ETF TR
ACTIVEBETA US LG
$500K3.5K
0.5%
Held
43Amazon Com Inc
COM
$483K2.0K
0.4%
−1.0%
Reduced · −20 sh
44BlackRock ETF Trust
ISHA I IN TE ETF
$465K8.8K
0.4%
−59%
Reduced · −13K sh
45Ishares Gold TR
ISHARES NEW
$447K5.9K
0.4%
−79%
Reduced · −22K sh
46BHP Billiton Limited
SPONSORED ADS
$438K5.3K
0.4%
+4.2%
Added · +211 sh
47Home Depot Inc
COM
$435K1.2K
0.4%
+6.7%
Added · +78 sh
48Oracle Corp
COM
$420K2.9K
0.4%
−4.8%
Reduced · −145 sh
49Alphabet Inc
CAP STK CL A
$359K1.0K
0.3%
+62%
Added · +384 sh
50Schwab Strategic TR
US LCAP GR ETF
$355K10.5K
0.3%
+0.3%
Added · +30 sh
Showing 50 of 73 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202673$110.2M13F-HR
Q1 2026Mar 31, 2026Apr 23, 202665$90.2M13F-HR
Q4 2025Dec 31, 2025Feb 20, 202672$105.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.