Cathy Pareto & Associates, Inc. has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing reports a total of 98 positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with over 60 holdings consisting of various index funds and sector-specific exchange products. Among the largest individual stock positions disclosed are Apple Inc., which holds 34,791 shares, and Microsoft Corporation, which holds 5,590 shares. Other notable individual stock holdings include Berkshire Hathaway Inc. Class B (7,657 shares), Broadcom Inc. (2,378 shares), Eli Lilly & Co. (219 shares), and Novartis AG Sponsored ADR (1,737 shares).
The filing indicates that Cathy Pareto serves as the Chief Compliance Officer for the firm, and the report was signed by her on October 15, 2026.
