CATHY PARETO & ASSOCIATES, INC

Comprehensive Analysis of SEC 13F Filing: Cathy Pareto & Associates, Inc

1. Portfolio Overview

Cathy Pareto & Associates, Inc. manages a portfolio that has undergone a significant expansion in the reporting period ending December 31, 2025. The total portfolio value surged by 137.5%, growing from $60.67 million to $144.07 million. This dramatic increase in assets under management (AUM) suggests substantial capital inflows or strong market performance on existing positions, coin...