CATHY PARETO & ASSOCIATES, INC
All 13F Filings
- Location
- Coral Gables, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 149,005
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 53.01 K | 35.6% | 0 | 31.13 K | -31.13 K |
| ETFs | 96 K | 64.4% | 36.07 K | 0 | 36.07 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
149,005
Holdings
96
QoQ value change ($000)
4,934
(3.4%)
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.