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Cathy Pareto

Cathy Pareto & Associates, Inc

Assets Managed
$149.005M
Holdings
96
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
3.43%(2Q avg: 6.06%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Cathy Pareto & Associates, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Cathy Pareto & Associates, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 149.005M in assets, with a quarterly growth rate of 3.43% and a 2-quarter average growth rate of 6.06%. The portfolio is managed by Cathy Pareto, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 27.34%
6.41%
$9.544M
312,957 shares@ $30.5 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.7%
5.94%
$8.848M
34,868 shares@ $253.75 avg price
EUSC
Wisdomtree Europe Hedg Sm Eq
Recent Activity
Increased 10.3%
5.38%
$8.005M
149,062 shares@ $53.71 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 14.06%
4.64%
$6.904M
222,984 shares@ $30.97 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 7.13%
4.19%
$6.237M
23,814 shares@ $261.89 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 4.1%
4.17%
$6.211M
122,715 shares@ $50.61 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -5.74%
4.12%
$6.129M
97,984 shares@ $62.56 avg price
HEDJ
Wisdomtree Europe Hedged Equ
Recent Activity
Increased 6.27%
3.5%
$5.207M
99,565 shares@ $52.3 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 8.46%
3.21%
$4.782M
186,486 shares@ $25.65 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Decreased -7.93%
3.15%
$4.682M
25,410 shares@ $184.26 avg price

1-10 of 96