Arkolith/Funds/Cathy Pareto & Associates, Inc

Cathy Pareto & Associates, Inc

CIK 2045974
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Cathy Pareto & Associates, Inc holds a diversified book of 102 reported positions worth $170.6M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Cap Group Intl Core Eq and trimmed Apple Inc. Their largest long position is Schwab US Large-Cap Value at 8% of the reported non-option book. Cloning the disclosed picks since 2025 would be +26% (+15.1%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.9%
+15.1%/yr · since Jan '25
Their reported book
+23.1%
held from quarter-end
S&P 500
+28.1%
same window
$8K$10K$11K$12K$13KJan '25May '25Sep '25Jan '26May '26Sep '26
Cathy Pareto & Associates, Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.8 points over this window.

Growth of $10,000 cloning Cathy Pareto & Associates, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
47%
Top 20 holdings
69%

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

Where the money is, by sector

20% mapped to company sectors

ETFs / funds
71%
Information Technology
11%
No sector on file yet
9%
Financials
6%
Consumer Discretionary
2%
Health Care
1%

+3 sectors below the cut, 1% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cathy Pareto & Associates, Inc

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.10 / 80$4.4B
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$449.3M
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd15 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.39 / 80$277.1B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Richard Young Associates, Ltd.13 / 80$135.2M
Ashford Advisors, LLC8 / 80$425.6M

Ranked by the share of each fund's own book sitting in the names it shares with Cathy Pareto & Associates, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

102 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US LCAP VA ETF
$14.2M408.8K
8.3%
+31%
Added · +96K sh
2Apple Inc
COM
$10.1M34.8K
5.9%
−0.1%
Reduced · −22 sh
3Wisdomtree TR
EUROP OPPOR FD
$9.1M162.9K
5.3%
+9.3%
Added · +14K sh
4Schwab Strategic TR
US MID-CAP ETF
$9.0M245.2K
5.3%
+10.0%
Added · +22K sh
5Vanguard Index FDS
SMALL CP ETF
$7.3M24.1K
4.3%
+1.1%
Added · +259 sh
6J P Morgan Exchange Traded F
ULTRA SHRT ETF
$7.0M138.3K
4.1%
+13%
Added · +16K sh
7Schwab Strategic TR
US LRG CAP ETF
$6.3M215.7K
3.7%
+16%
Added · +29K sh
8Vanguard World FD
INF TECH ETF
$5.8M48.4K
3.4%
+681%
Added · +42K sh
9Pacer FDS TR
US CASH COWS 100
$5.7M92.1K
3.4%
−6.0%
Reduced · −6K sh
10Wisdomtree TR
EUROPE HEDGED EQ
$5.3M93.1K
3.1%
−6.5%
Reduced · −6K sh
11Vanguard Index FDS
SM CP VAL ETF
$5.2M21.4K
3.1%
+0.1%
Added · +31 sh
12Vanguard Index FDS
MCAP VL IDXVIP
$4.8M24.5K
2.8%
−3.5%
Reduced · −892 sh
13Schwab Strategic TR
FUNDAMENTAL US L
$4.7M149.8K
2.7%
+3.5%
Added · +5K sh
14Vaneck ETF Trust
CLO ETF
$4.4M83.2K
2.6%
+38%
Added · +23K sh
15Berkshire Hathaway Inc Del
CL B NEW
$3.8M7.7K
2.3%
−0.5%
Reduced · −39 sh
16ETF Ser Solutions
DEFIA QUANT ETF
$3.3M20.0K
1.9%
+5.7%
Added · +1K sh
17Schwab Strategic TR
US BRD MKT ETF
$3.2M109.9K
1.9%
+0.3%
Added · +360 sh
18Schwab Strategic TR
FUNDAMENTAL INTL
$3.1M59.3K
1.8%
+38%
Added · +16K sh
19Amazon Com Inc
COM
$2.4M10.3K
1.4%
+1.0%
Added · +99 sh
20Ishares Gold TR
ISHARES NEW
$2.3M30.0K
1.3%
−4.2%
Reduced · −1K sh
21Vaneck ETF Trust
URANI NUCLE ETF
$2.2M18.7K
1.3%
+1.5%
Added · +283 sh
22Microsoft Corp
COM
$2.1M5.5K
1.2%
+0.7%
Added · +40 sh
23Vanguard World FD
HEALTH CAR ETF
$1.9M6.3K
1.1%
−8.3%
Reduced · −567 sh
24Alphabet Inc
CAP STK CL C
$1.9M5.3K
1.1%
+4.4%
Added · +222 sh
25Schwab Strategic TR
US DIVIDEND EQ
$1.8M58.2K
1.1%
−8.5%
Reduced · −5K sh
26Invesco Actively Managed Exc
ULTRA SHRT DUR
$1.8M36.1K
1.1%
−3.0%
Reduced · −1K sh
27Schwab Strategic TR
INTL EQTY ETF
$1.8M64.6K
1.0%
+159%
Added · +40K sh
28Global X FDS
US INFR DEV ETF
$1.8M30.3K
1.0%
+4.2%
Added · +1K sh
29Ishares TR
CORE S&P MCP ETF
$1.4M18.4K
0.8%
+2.7%
Added · +484 sh
30Vanguard Index FDS
TOTAL STK MKT
$1.4M3.8K
0.8%
+2.7%
Added · +99 sh
31Dimensional ETF Trust
US SMALL CAP ETF
$1.3M15.8K
0.8%
−1.3%
Reduced · −208 sh
32Ishares Silver TR
ISHARES
$1.3M24.0K
0.8%
−1.0%
Reduced · −235 sh
33Invesco Exch Traded FD TR II
S&P SMALLCAP 600
$1.2M19.7K
0.7%
−3.0%
Reduced · −609 sh
34Dimensional ETF Trust
US EQUI MARK ETF
$1.1M14.0K
0.7%
+4.5%
Added · +597 sh
35Alphabet Inc
CAP STK CL A
$1.0M2.9K
0.6%
−0.1%
Reduced · −3 sh
36Capital Group International
SHS
$939K25.8K
0.6%
New
New position
37Dimensional ETF Trust
US MKTWIDE VALUE
$938K17.0K
0.5%
+0.3%
Added · +58 sh
38Vaneck ETF Trust
SEMICONDUCTR ETF
$936K1.4K
0.5%
+11%
Added · +143 sh
39Invesco Exchange Traded FD T
S&P500 EQL WGT
$894K4.2K
0.5%
−12%
Reduced · −577 sh
40J P Morgan Exchange Traded F
EQUITY PREMIUM
$866K15.3K
0.5%
−14%
Reduced · −2K sh
41Broadcom Inc
COM
$864K2.3K
0.5%
+3.0%
Added · +67 sh
42Brown & Brown Inc
COM
$815K12.7K
0.5%
−0.4%
Reduced · −51 sh
43Ishares TR
US AER DEF ETF
$755K3.1K
0.4%
+6.0%
Added · +175 sh
44Berkshire Hathaway Inc Del
CL A
$749K1
0.4%
Held
45Vanguard Index FDS
VALUE ETF
$735K3.4K
0.4%
+7.8%
Added · +245 sh
46Vanguard Index FDS
LARGE CAP ETF
$729K2.1K
0.4%
+1.6%
Added · +33 sh
47Sprott FDS TR
SPROTT CRITICAL
$719K23.1K
0.4%
+11%
Added · +2K sh
48First TR Exchange-Traded FD
HLTH CARE ALPH
$718K5.9K
0.4%
−4.0%
Reduced · −247 sh
49Invesco QQQ TR
UNIT SER 1
$711K964
0.4%
+15%
Added · +124 sh
50Select Sector SPDR TR
ST STR TECHN ETF
$611K3.2K
0.4%
+0.1%
Added · +3 sh
Showing 50 of 102 positions
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Filing history

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

$170.6M · Q2 2026Q4 2024 · $108.8MQ2 2026 · $170.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 202615d102$170.6M13F-HR
Q1 2026Mar 31, 2026Apr 14, 202614d96$149.0M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202623d92$144.1M13F-HR
Q3 2025Sep 30, 2025Oct 23, 202523d90$132.6M13F-HR
Q2 2025Jun 30, 2025Jul 14, 202514d88$121.0M13F-HR
Q1 2025Mar 31, 2025Apr 10, 202510d82$113.1M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202522d77$108.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.