CATHY PARETO & ASSOCIATES, INC
All 13F Filings
- Location
- Coral Gables, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 170,565
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 102 | 170,565 | 13F-HR | CATHY PARETO & ASSOCIATES, INC |
| Q1 2026 | 4/14/2026 | 96 | 149,005 | 13F-HR | CATHY PARETO & ASSOCIATES, INC |
| Q4 2025 | 1/23/2026 | 92 | 144,071 | 13F-HR | CATHY PARETO & ASSOCIATES, INC |
| Q3 2025 | 10/23/2025 | 90 | 132,560 | 13F-HR | CATHY PARETO & ASSOCIATES, INC |
| Q2 2025 | 7/14/2025 | 88 | 121,030 | 13F-HR | CATHY PARETO & ASSOCIATES, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 55.14 K | 32.3% | 2.133 K | 0 | 2.133 K |
| ETFs | 115.4 K | 67.7% | 19.43 K | 0 | 19.43 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
170,565
Holdings
102
QoQ value change ($000)
21,560
(14.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.