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Cathy Pareto

Cathy Pareto & Associates, Inc

Assets Managed
$170.565M
Holdings
102
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
14.47%(2Q avg: 8.95%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Cathy Pareto & Associates, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 102 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 170.565M in assets, with a quarterly growth rate of 14.47% and a 2-quarter average growth rate of 8.95%. The portfolio is managed by Cathy Pareto, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHV
Schwab Us Large-cap Value
Recent Activity
Increased 30.63%
8.35%
$14.23M
408,803 shares@ $34.81 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.06%
5.92%
$10.081M
34,846 shares@ $289.32 avg price
EUSC
Wisdomtree Europe Hedg Sm Eq
Recent Activity
Increased 9.28%
5.33%
$9.091M
162,891 shares@ $55.81 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 9.98%
5.31%
$9.042M
245,233 shares@ $36.88 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 1.09%
4.28%
$7.297M
24,073 shares@ $303.12 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 12.73%
4.11%
$6.995M
138,326 shares@ $50.58 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 15.64%
3.73%
$6.347M
215,652 shares@ $29.44 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 680.9%
3.4%
$5.787M
48,431 shares@ $119.5 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Decreased -6.05%
3.36%
$5.726M
92,053 shares@ $62.21 avg price
HEDJ
Wisdomtree Europe Hedged Equ
Recent Activity
Decreased -6.5%
3.12%
$5.306M
93,087 shares@ $57.0 avg price

1-10 of 102