Catalyst Investment Management LLC

All 13F Filings

Location
Windham, NH
Most recent 13F
Q3 2026
Holdings value ($000)
112,732
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 10/21/2026 74 112,732 13F-HR Catalyst Investment Management LLC
Q2 2026 8/10/2026 73 110,221 13F-HR Catalyst Investment Management LLC
Q1 2026 4/23/2026 65 90,229 13F-HR Catalyst Investment Management LLC
Q4 2025 2/20/2026 72 105,570 13F-HR Catalyst Investment Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 35.19 K 31.5% 1.292 K 0 1.292 K
ETFs 76.38 K 68.5% 59 0 59
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Fund Snapshot

Q3 2026
Latest filed
10/21/2026
Total value ($000)
112,732
Holdings
74
QoQ value change ($000)
2,511 (2.3%)
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.