13F Filings History of Cathy Pareto & Associates, Inc

Latest 13F report
Q3 2025 - Oct 23, 2025
Value $
$133M
Signature - Title
Cathy Pareto - CCO
Location
Coral Gables, FL
Summary
This page shows a list of all the recent 13F filings made by Cathy Pareto & Associates, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cathy Pareto & Associates, Inc reported 90 stock holdings with total value $133M as of Q3 2025. Top holdings included AAPL, COWZ, JPST, SCHV, and OPPE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 90 $133M +$6.7M -$4.17M +$2.53M AAPL, COWZ, JPST, SCHV, OPPE 13F-HR 10/23/2025, 11:55 AM
Q2 2025 88 $121M +$7.15M -$4.99M +$2.16M COWZ, AAPL, JPST, VB, SCHV 13F-HR 7/14/2025, 10:19 AM
Q1 2025 82 $113M +$12.5M -$5.19M +$7.36M AAPL, COWZ, JPST, VB, SCHV 13F-HR 4/10/2025, 01:15 PM
Q4 2024 77 $109M $0 $0 AAPL, COWZ, VB, SCHM, SCHV 13F-HR 1/22/2025, 09:44 AM