13F Filings History of CATHY PARETO & ASSOCIATES, INC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$144,071,085
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 92 stock holdings with total value $144,071,085 as of Q4 2025. Top holdings included AAPL, SCHV, OPPE, COWZ, and JPST.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 92 $144,071,085 +$12,214,688 -$3,547,896 +$8,666,792 AAPL, SCHV, OPPE, COWZ, JPST 13F-HR 23 Jan 2026, 11:32
Q3 2025 90 $132,559,636 +$6,699,760 -$4,170,920 +$2,528,840 AAPL, COWZ, JPST, SCHV, OPPE 13F-HR 23 Oct 2025, 11:55
Q2 2025 88 $121,030,266 +$7,150,568 -$4,991,809 +$2,158,759 COWZ, AAPL, JPST, VB, SCHV 13F-HR 14 Jul 2025, 10:19
Q1 2025 82 $113,084,576 +$12,547,467 -$5,189,186 +$7,358,281 AAPL, COWZ, JPST, VB, SCHV 13F-HR 10 Apr 2025, 13:15
Q4 2024 77 $108,838,421 $0 $0 $0 AAPL, COWZ, VB, SCHM, SCHV 13F-HR 22 Jan 2025, 09:44