Catalyst Financial Partners 13F annual report
Catalyst Financial Partners is an investment fund managing more than $455 billion ran by Daniel Ronan. There are currently 220 companies in Mr. Ronan’s portfolio. The largest investments include Ishares Tr and Apple Inc, together worth $220 billion.
$455 billion Assets Under Management (AUM)
As of 18th July 2024, Catalyst Financial Partners’s top holding is 1,610,008 shares of Ishares Tr currently worth over $200 billion and making up 44.0% of the portfolio value.
In addition, the fund holds 92,654 shares of Apple Inc worth $19.5 billion, whose value grew 15.5% in the past six months.
The third-largest holding is Microsoft worth $17.2 billion and the next is NVIDIA Corp worth $13.1 billion, with 106,387 shares owned.
Currently, Catalyst Financial Partners's portfolio is worth at least $455 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Catalyst Financial Partners
The Catalyst Financial Partners office and employees reside in Boston, Massachusetts. According to the last 13-F report filed with the SEC, Daniel Ronan serves as the Chief Compliance Officer and Managing Director at Catalyst Financial Partners.
Recent trades
In the most recent 13F filing, Catalyst Financial Partners revealed that it had opened a new position in
Vanguard Index Fds and bought 9,028 shares worth $2.42 billion.
The investment fund also strengthened its position in Ishares Tr by buying
455,174 additional shares.
This makes their stake in Ishares Tr total 1,610,008 shares worth $200 billion.
On the other hand, there are companies that Catalyst Financial Partners is getting rid of from its portfolio.
Catalyst Financial Partners closed its position in Vanguard Mun Bd Fds on 25th July 2024.
It sold the previously owned 8,930 shares for $456 million.
Daniel Ronan also disclosed a decreased stake in Johnson Johnson by 0.2%.
This leaves the value of the investment at $4.72 billion and 32,308 shares.
One of the average hedge funds
The two most similar investment funds to Catalyst Financial Partners are Cornerstone Management and Boston Standard Wealth Management. They manage $455 billion and $455 billion respectively.
Daniel Ronan investment strategy
Catalyst Financial Partners’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 13.7% of
the total portfolio value.
The fund focuses on investments in the United States as
57.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
58% of the total holdings value.
On the other hand, small-cap stocks make up only 1.4% of the portfolio.
The average market cap of the portfolio companies is close to $146 billion.
The complete list of Catalyst Financial Partners trades based on 13F SEC filings
These positions were updated on July 25th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
39.41%
1,610,008
|
$200,137,883,000 | 44.01% |
| Apple Inc |
8.08%
92,654
|
$19,514,757,000 | 4.29% |
| Microsoft Corporation |
28.07%
38,547
|
$17,228,678,000 | 3.79% |
| NVIDIA Corp |
1,122.84%
106,387
|
$13,143,050,000 | 2.89% |
| Ishares Inc |
14.58%
200,009
|
$10,750,543,000 | 2.36% |
| Spdr Sp 500 Etf Tr |
33.13%
17,610
|
$9,583,810,000 | 2.11% |
| Amazon.com Inc. |
18.95%
43,053
|
$8,319,992,000 | 1.83% |
| UFP Technologies Inc. |
1.11%
27,965
|
$7,379,125,000 | 1.62% |
| Alphabet Inc |
12.25%
59,534
|
$10,884,083,000 | 2.39% |
| Johnson Johnson |
16.98%
32,308
|
$4,722,137,000 | 1.04% |
| Eli Lilly Co |
7.05%
4,676
|
$4,233,557,000 | 0.93% |
| Meta Platforms Inc |
19.02%
7,729
|
$3,897,116,000 | 0.86% |
| Kimberly-Clark Corp. |
3.46%
27,754
|
$3,835,603,000 | 0.84% |
| Berkshire Hathaway Inc. |
5.99%
9,271
|
$3,771,443,000 | 0.83% |
| Jpmorgan Chase Co. |
20.89%
18,591
|
$3,760,216,000 | 0.83% |
| Exxon Mobil Corp. |
19.93%
27,221
|
$3,133,682,000 | 0.69% |
| Broadcom Inc |
15.36%
1,930
|
$3,098,673,000 | 0.68% |
| Procter And Gamble Co |
21.19%
16,980
|
$2,800,342,000 | 0.62% |
| Vanguard Index Fds |
Opened
9,028
|
$2,415,080,000 | 0.53% |
| Unitedhealth Group Inc |
6.24%
4,325
|
$2,202,550,000 | 0.48% |
| Merck Co Inc |
1.32%
17,695
|
$2,190,641,000 | 0.48% |
| Visa Inc |
7.06%
8,206
|
$2,153,829,000 | 0.47% |
| Abbvie Inc |
12.79%
12,296
|
$2,109,050,000 | 0.46% |
| Qualcomm, Inc. |
18.53%
10,349
|
$2,061,314,000 | 0.45% |
| Old Rep Intl Corp |
Opened
66,582
|
$2,057,384,000 | 0.45% |
| Ishares Tr |
Opened
82,420
|
$5,114,092,000 | 1.12% |
| Costco Whsl Corp New |
11.01%
2,006
|
$1,705,080,000 | 0.37% |
| Vanguard Bd Index Fds |
68.76%
22,463
|
$1,618,459,000 | 0.36% |
| Walmart Inc |
237.08%
22,689
|
$1,536,272,000 | 0.34% |
| Caterpillar Inc. |
1.30%
4,351
|
$1,449,318,000 | 0.32% |
| Tesla Inc |
4.89%
7,319
|
$1,448,284,000 | 0.32% |
| Philip Morris International Inc |
3.92%
13,855
|
$1,403,975,000 | 0.31% |
| Home Depot, Inc. |
7.07%
3,983
|
$1,371,108,000 | 0.30% |
| Mastercard Incorporated |
14.69%
3,052
|
$1,346,420,000 | 0.30% |
| Chevron Corp. |
12.40%
8,346
|
$1,305,447,000 | 0.29% |
| Eaton Corp Plc |
8.05%
4,122
|
$1,292,453,000 | 0.28% |
| Coca-Cola Co |
21.38%
20,205
|
$1,286,048,000 | 0.28% |
| Salesforce Inc |
8.09%
4,876
|
$1,253,620,000 | 0.28% |
| Vanguard Specialized Funds |
Opened
6,576
|
$1,200,449,000 | 0.26% |
| Applied Matls Inc |
5.45%
4,741
|
$1,118,829,000 | 0.25% |
| RTX Corp |
12.85%
10,985
|
$1,102,784,000 | 0.24% |
| Bank America Corp |
18.19%
27,553
|
$1,095,783,000 | 0.24% |
| Thermo Fisher Scientific Inc. |
17.35%
1,914
|
$1,058,442,000 | 0.23% |
| Netflix Inc. |
10.44%
1,513
|
$1,021,093,000 | 0.22% |
| Advanced Micro Devices Inc. |
15.80%
6,135
|
$995,158,000 | 0.22% |
| Progressive Corp. |
4.52%
4,754
|
$987,453,000 | 0.22% |
| Adobe Inc |
1.55%
1,772
|
$984,417,000 | 0.22% |
| Danaher Corp. |
17.85%
3,822
|
$954,927,000 | 0.21% |
| Pepsico Inc |
13.74%
5,661
|
$933,669,000 | 0.21% |
| Schwab Charles Corp |
0.52%
12,627
|
$930,484,000 | 0.20% |
| Texas Instrs Inc |
1.08%
4,776
|
$929,075,000 | 0.20% |
| Lowes Cos Inc |
0.17%
4,210
|
$928,137,000 | 0.20% |
| Vanguard Intl Equity Index F |
5.38%
29,093
|
$1,833,230,000 | 0.40% |
| Cisco Sys Inc |
11.37%
18,839
|
$895,045,000 | 0.20% |
| ServiceNow Inc |
11.17%
1,135
|
$892,870,000 | 0.20% |
| Linde Plc. |
12.96%
1,952
|
$856,557,000 | 0.19% |
| GE Aerospace |
9.50%
5,315
|
$844,926,000 | 0.19% |
| Vanguard Tax-managed Fds |
7.81%
16,818
|
$831,146,000 | 0.18% |
| Oracle Corp. |
14.00%
5,871
|
$828,985,000 | 0.18% |
| NextEra Energy Inc |
22.42%
11,581
|
$820,051,000 | 0.18% |
| Intel Corp. |
2.18%
25,923
|
$802,821,000 | 0.18% |
| Intuitive Surgical Inc |
7.81%
1,767
|
$786,050,000 | 0.17% |
| Union Pac Corp |
26.37%
3,465
|
$783,991,000 | 0.17% |
| Mcdonalds Corp |
1.99%
2,999
|
$764,265,000 | 0.17% |
| International Business Machs |
37.08%
4,333
|
$749,392,000 | 0.16% |
| Constellation Energy Corp |
2.92%
3,734
|
$747,808,000 | 0.16% |
| AMGEN Inc. |
9.29%
2,353
|
$735,195,000 | 0.16% |
| Marathon Pete Corp |
3.13%
4,218
|
$731,739,000 | 0.16% |
| Trane Technologies plc |
16.52%
2,187
|
$719,370,000 | 0.16% |
| Abbott Labs |
9.49%
6,862
|
$713,030,000 | 0.16% |
| Comcast Corp New |
9.51%
18,028
|
$705,976,000 | 0.16% |
| Verizon Communications Inc |
3.43%
17,079
|
$704,341,000 | 0.15% |
| Blackrock Inc. |
5.22%
890
|
$700,715,000 | 0.15% |
| Jefferies Finl Group Inc |
16.31%
14,055
|
$699,377,000 | 0.15% |
| Honeywell International Inc |
8.71%
3,244
|
$692,724,000 | 0.15% |
| Northrop Grumman Corp. |
6.70%
1,587
|
$691,853,000 | 0.15% |
| Vanguard Index Fds |
0.78%
4,722
|
$937,377,000 | 0.21% |
| Accenture Plc Ireland |
3.63%
2,202
|
$668,109,000 | 0.15% |
| Booking Holdings Inc |
12.08%
167
|
$661,571,000 | 0.15% |
| Ssga Active Etf Tr |
Opened
23,572
|
$651,294,000 | 0.14% |
| Tjx Cos Inc New |
13.11%
5,798
|
$638,360,000 | 0.14% |
| Wells Fargo Co New |
20.51%
10,706
|
$635,852,000 | 0.14% |
| Intuit Inc |
7.73%
948
|
$623,035,000 | 0.14% |
| Morgan Stanley |
7.76%
6,277
|
$610,062,000 | 0.13% |
| Goldman Sachs Group, Inc. |
23.88%
1,323
|
$598,419,000 | 0.13% |
| Mondelez International Inc. |
10.92%
9,114
|
$596,420,000 | 0.13% |
| KLA Corp. |
11.61%
721
|
$594,472,000 | 0.13% |
| Micron Technology Inc. |
22.39%
4,422
|
$581,626,000 | 0.13% |
| Schwab Strategic Tr |
2.55%
8,930
|
$573,753,000 | 0.13% |
| Air Prods Chems Inc |
2.69%
2,213
|
$571,065,000 | 0.13% |
| Ameriprise Finl Inc |
3.37%
1,320
|
$563,891,000 | 0.12% |
| Deere Co |
16.63%
1,494
|
$558,203,000 | 0.12% |
| Ingersoll-Rand Inc |
3.44%
6,017
|
$546,584,000 | 0.12% |
| Uber Technologies Inc |
45.65%
7,485
|
$544,010,000 | 0.12% |
| Sp Global Inc |
21.82%
1,217
|
$542,782,000 | 0.12% |
| Howmet Aerospace Inc. |
2.57%
6,981
|
$541,935,000 | 0.12% |
| Boston Scientific Corp. |
25.31%
7,035
|
$541,765,000 | 0.12% |
| Wabtec |
9.84%
3,404
|
$538,002,000 | 0.12% |
| T-Mobile US Inc |
6.15%
3,038
|
$535,235,000 | 0.12% |
| American Express Co. |
16.55%
2,303
|
$533,260,000 | 0.12% |
| Spdr Ser Tr |
48.07%
5,631
|
$530,834,000 | 0.12% |
| Oreilly Automotive Inc |
7.39%
494
|
$521,694,000 | 0.11% |
| Altria Group Inc. |
3.15%
11,269
|
$513,303,000 | 0.11% |
| Cintas Corporation |
3.11%
729
|
$510,490,000 | 0.11% |
| Conocophillips |
6.11%
4,460
|
$510,135,000 | 0.11% |
| Vertex Pharmaceuticals, Inc. |
11.05%
1,085
|
$508,561,000 | 0.11% |
| Disney Walt Co |
26.03%
5,118
|
$508,166,000 | 0.11% |
| Norfolk Southn Corp |
18.60%
2,333
|
$500,872,000 | 0.11% |
| Pfizer Inc. |
39.66%
17,816
|
$498,492,000 | 0.11% |
| Mckesson Corporation |
4.43%
849
|
$495,850,000 | 0.11% |
| Hess Corporation |
14.71%
3,338
|
$492,422,000 | 0.11% |
| Automatic Data Processing In |
13.51%
2,050
|
$489,315,000 | 0.11% |
| Analog Devices Inc. |
6.37%
2,136
|
$487,563,000 | 0.11% |
| Elevance Health Inc |
22.19%
892
|
$483,339,000 | 0.11% |
| Stryker Corp. |
21.49%
1,402
|
$477,031,000 | 0.10% |
| CSX Corp. |
16.39%
14,031
|
$469,337,000 | 0.10% |
| American Intl Group Inc |
23.28%
6,233
|
$462,738,000 | 0.10% |
| Vanguard Mun Bd Fds |
Closed
8,930
|
$455,877,000 | |
| Starbucks Corp. |
19.87%
5,768
|
$449,039,000 | 0.10% |
| Att Inc |
16.97%
23,401
|
$447,193,000 | 0.10% |
| Illinois Tool Wks Inc |
6.79%
1,887
|
$447,144,000 | 0.10% |
| Capital Group Gbl Growth Eqt |
10.39%
15,112
|
$444,897,000 | 0.10% |
| Chubb Limited |
7.15%
1,738
|
$443,329,000 | 0.10% |
| Waste Mgmt Inc Del |
16.10%
2,077
|
$443,107,000 | 0.10% |
| Incyte Corp. |
Opened
7,299
|
$442,465,000 | 0.10% |
| Duke Energy Corp. |
9.40%
4,352
|
$436,201,000 | 0.10% |
| Invesco Exchange Traded Fd T |
Opened
11,319
|
$429,556,000 | 0.09% |
| Fiserv, Inc. |
7.77%
2,858
|
$425,956,000 | 0.09% |
| Williams Cos Inc |
14.14%
9,896
|
$420,580,000 | 0.09% |
| Lam Research Corp. |
10.09%
371
|
$395,059,000 | 0.09% |
| Fidelity Natl Information Sv |
16.58%
5,186
|
$390,817,000 | 0.09% |
| Lockheed Martin Corp. |
0.48%
835
|
$390,029,000 | 0.09% |
| Goldman Sachs Etf Tr |
No change
8,850
|
$389,445,000 | 0.09% |
| Paychex Inc. |
9.01%
3,271
|
$387,856,000 | 0.09% |
| United Parcel Service, Inc. |
22.15%
2,804
|
$383,727,000 | 0.08% |
| Zoetis Inc |
5.96%
2,169
|
$376,018,000 | 0.08% |
| Ishares Tr |
Closed
5,292
|
$606,858,000 | |
| Microchip Technology, Inc. |
10.15%
4,027
|
$368,471,000 | 0.08% |
| Prologis Inc |
11.12%
3,258
|
$365,906,000 | 0.08% |
| L3Harris Technologies Inc |
35.73%
1,626
|
$365,167,000 | 0.08% |
| Chipotle Mexican Grill |
4,971.05%
5,781
|
$362,180,000 | 0.08% |
| Nike, Inc. |
6.38%
4,750
|
$358,008,000 | 0.08% |
| Valero Energy Corp. |
9.06%
2,264
|
$354,905,000 | 0.08% |
| Becton Dickinson Co |
14.81%
1,512
|
$353,370,000 | 0.08% |
| Dominion Energy Inc |
4.76%
7,180
|
$351,820,000 | 0.08% |
| Equinix Inc |
6.25%
459
|
$347,279,000 | 0.08% |
| Regeneron Pharmaceuticals, Inc. |
10.51%
326
|
$342,636,000 | 0.08% |
| Medtronic Plc |
44.16%
4,348
|
$342,231,000 | 0.08% |
| CME Group Inc |
3.14%
1,739
|
$341,887,000 | 0.08% |
| Gilead Sciences, Inc. |
4.58%
4,914
|
$337,150,000 | 0.07% |
| Exelon Corp. |
1.65%
9,710
|
$336,063,000 | 0.07% |
| Marsh Mclennan Cos Inc |
11.50%
1,571
|
$331,041,000 | 0.07% |
| Sysco Corp. |
17.18%
4,637
|
$331,035,000 | 0.07% |
| American Tower Corp. |
18.56%
1,693
|
$329,085,000 | 0.07% |
| Oneok Inc. |
Opened
4,020
|
$327,831,000 | 0.07% |
| Freeport-McMoRan Inc |
3.98%
6,721
|
$326,641,000 | 0.07% |
| Amphenol Corp. |
Opened
4,828
|
$325,262,000 | 0.07% |
| Fastenal Co. |
22.67%
5,127
|
$322,181,000 | 0.07% |
| Hartford Finl Svcs Group Inc |
14.24%
3,167
|
$318,376,000 | 0.07% |
| HubSpot Inc |
17.17%
539
|
$317,897,000 | 0.07% |
| Roper Technologies Inc |
9.55%
562
|
$316,777,000 | 0.07% |
| Cadence Design System Inc |
5.75%
1,011
|
$311,135,000 | 0.07% |
| Aon plc. |
2.50%
1,052
|
$308,846,000 | 0.07% |
| Cigna Group (The) |
17.64%
927
|
$306,438,000 | 0.07% |
| Intercontinental Exchange In |
17.37%
2,223
|
$304,306,000 | 0.07% |
| Crown Castle Inc |
13.11%
3,081
|
$301,014,000 | 0.07% |
| Boeing Co. |
9.26%
1,629
|
$296,494,000 | 0.07% |
| Metlife Inc |
8.86%
4,179
|
$293,324,000 | 0.06% |
| Arista Networks Inc |
Opened
828
|
$290,197,000 | 0.06% |
| Quanta Svcs Inc |
9.97%
1,138
|
$289,154,000 | 0.06% |
| Palo Alto Networks Inc |
Opened
848
|
$287,480,000 | 0.06% |
| Emerson Elec Co |
9.35%
2,609
|
$287,353,000 | 0.06% |
| HCA Healthcare Inc |
10.36%
884
|
$284,012,000 | 0.06% |
| Devon Energy Corp. |
6.54%
5,958
|
$282,409,000 | 0.06% |
| First Bancorp Inc Me |
Closed
10,000
|
$282,200,000 | |
| TE Connectivity Ltd |
Opened
1,869
|
$281,154,000 | 0.06% |
| Cincinnati Finl Corp |
16.48%
2,362
|
$278,952,000 | 0.06% |
| Citigroup Inc |
5.12%
4,392
|
$278,716,000 | 0.06% |
| Colgate-Palmolive Co. |
1.78%
2,862
|
$277,728,000 | 0.06% |
| Diageo plc |
Closed
1,889
|
$275,152,000 | |
| First Tr Morningstar Divid L |
Opened
7,159
|
$271,541,000 | 0.06% |
| Us Bancorp Del |
7.34%
6,797
|
$269,841,000 | 0.06% |
| Fortinet Inc |
2.90%
4,436
|
$267,358,000 | 0.06% |
| Spdr Gold Tr |
Closed
1,398
|
$267,256,000 | |
| Ishares Silver Tr |
Opened
10,000
|
$265,700,000 | 0.06% |
| Voya Financial Inc |
20.68%
3,729
|
$265,318,000 | 0.06% |
| Invesco Exch Traded Fd Tr Ii |
Closed
12,450
|
$263,691,000 | |
| Fedex Corp |
Opened
851
|
$255,164,000 | 0.06% |
| Dexcom Inc |
8.35%
2,244
|
$254,425,000 | 0.06% |
| Eog Res Inc |
10.85%
2,003
|
$252,118,000 | 0.06% |
| Truist Finl Corp |
Opened
6,485
|
$251,942,000 | 0.06% |
| Synopsys, Inc. |
3.66%
421
|
$250,520,000 | 0.06% |
| Brookfield Corp |
12.30%
5,988
|
$248,742,000 | 0.05% |
| DuPont de Nemours Inc |
1.53%
3,050
|
$245,495,000 | 0.05% |
| Hubbell Inc. |
7.46%
670
|
$244,872,000 | 0.05% |
| Assurant Inc |
0.62%
1,466
|
$243,723,000 | 0.05% |
| General Mtrs Co |
Opened
5,232
|
$243,079,000 | 0.05% |
| Tractor Supply Co. |
Opened
899
|
$242,730,000 | 0.05% |
| Sherwin-Williams Co. |
17.98%
807
|
$240,833,000 | 0.05% |
| CVS Health Corp |
21.85%
4,057
|
$239,606,000 | 0.05% |
| Edwards Lifesciences Corp |
Opened
2,534
|
$234,066,000 | 0.05% |
| Travelers Companies Inc. |
Opened
1,147
|
$233,231,000 | 0.05% |
| Martin Marietta Matls Inc |
4.71%
422
|
$228,640,000 | 0.05% |
| Spdr Sp Midcap 400 Etf Tr |
No change
424
|
$226,874,000 | 0.05% |
| Ge Vernova Inc |
Opened
1,296
|
$222,277,000 | 0.05% |
| Schlumberger Ltd. |
Opened
4,694
|
$221,463,000 | 0.05% |
| Pioneer Nat Res Co |
Closed
978
|
$219,933,000 | |
| Crowdstrike Holdings Inc |
Opened
569
|
$218,035,000 | 0.05% |
| Acumen Pharmaceuticals Inc |
No change
89,699
|
$217,072,000 | 0.05% |
| Target Corp |
Opened
1,459
|
$215,990,000 | 0.05% |
| The Southern Co. |
Opened
2,779
|
$215,567,000 | 0.05% |
| Lennar Corp. |
Opened
1,433
|
$214,764,000 | 0.05% |
| Phillips 66 |
Opened
1,514
|
$213,731,000 | 0.05% |
| Carrier Global Corporation |
Opened
3,387
|
$213,652,000 | 0.05% |
| Humana Inc. |
27.74%
571
|
$213,354,000 | 0.05% |
| Cf Inds Hldgs Inc |
Closed
2,683
|
$213,299,000 | |
| Vulcan Matls Co |
Opened
852
|
$211,875,000 | 0.05% |
| Gallagher Arthur J Co |
Opened
805
|
$208,745,000 | 0.05% |
| Ecolab, Inc. |
Opened
866
|
$206,108,000 | 0.05% |
| Bristol-Myers Squibb Co. |
16.55%
4,960
|
$205,989,000 | 0.05% |
| Eversource Energy |
Opened
3,625
|
$205,574,000 | 0.05% |
| Nxp Semiconductors N V |
Opened
763
|
$205,316,000 | 0.05% |
| Enstar Group Limited |
Opened
669
|
$204,513,000 | 0.04% |
| Rockwell Automation Inc |
Closed
656
|
$203,675,000 | |
| Monster Beverage Corp. |
Closed
3,510
|
$202,211,000 | |
| Simon Ppty Group Inc New |
Opened
1,328
|
$201,590,000 | 0.04% |
| Schwab Strategic Tr |
Opened
2,998
|
$200,806,000 | 0.04% |
| Ford Mtr Co Del |
37.91%
15,660
|
$196,376,000 | 0.04% |
| Globalstar Inc. |
4.89%
171,687
|
$192,289,000 | 0.04% |
| DiaMedica Therapeutics Inc. |
6.04%
38,457
|
$113,448,000 | 0.02% |
| No transactions found | |||
| Showing first 500 out of 230 holdings | |||
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