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Portfolio (Quarterly) Guide ↗

Catalyst Funds Management Pty Ltd

· CIK 0001896150
13F Portfolio $1.8B AUM 646 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 357 New 173 Added 91 Reduced 298 Exited
Page 1 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL Apple Inc Technology 250,522.0 $72.5M 4.06% +180K +253.2% $289.36 +7.8%
2 CRDO Credo Technology Group Holding Ltd Technology 172,973.0 $47.0M 2.64% +133K +329.2% $271.95 -19.6%
3 LLY Lilly(Eli) & Co Healthcare 38,081.0 $45.7M 2.56% +36K +1800.2% $1199.43 +3.8%
4 STRL Sterling Infrastructure Inc Industrials 26,861.0 $22.5M 1.26% +26K +2533.4% $839.36 -41.9%
5 CRM Salesforce Inc Technology 126,233.0 $19.8M 1.11% +115K +980.5% $156.66 +33.8%
6 NXT Nextpower Inc. Technology 159,000.0 $18.9M 1.06% +147K +1181.8% $119.14 -29.5%
7 FN Fabrinet Technology 30,762.0 $17.3M 0.97% +28K +1228.2% $562.08 -24.9%
8 TXN Texas Instruments Inc. Technology 54,601.0 $16.3M 0.91% +52K +1752.1% $298.07 -13.2%
9 XOM Exxon Mobil Corp. Energy 114,475.0 $15.7M 0.88% +74K +179.6% $136.72 +19.4%
10 CDE Coeur Mining Inc Basic Materials 922,731.0 $15.1M 0.84% +834K +936.1% $16.32 +26.9%
11 MPWR Monolithic Power System Inc Technology 10,470.0 $14.5M 0.81% +10K +4862.1% $1382.36 -7.6%
12 NVDA NVIDIA Corp Technology 69,300.0 $13.9M 0.78% +66K +2210.0% $200.09 +4.7%
13 UBER Uber Technologies Inc Technology 179,200.0 $12.9M 0.72% +166K +1216.6% $72.16 +8.8%
14 MOD Modine Manufacturing Co. Consumer Cyclical 47,475.0 $12.7M 0.71% +42K +817.4% $267.02 -29.7%
15 ABBV Abbvie Inc Healthcare 47,019.0 $11.8M 0.66% +12K +35.1% $251.64 +5.5%
16 KO Coca-Cola Co Consumer Defensive 139,400.0 $11.3M 0.64% +134K +2493.5% $81.27 +13.2%
17 V Visa Inc Financial Services 31,800.0 $10.9M 0.61% +26K +477.7% $343.09 +10.9%
18 SPXC SPX Technologies Inc Industrials 44,100.0 $10.8M 0.61% +40K +1125.0% $245.17 -18.2%
19 WMT Walmart Inc Consumer Defensive 94,352.0 $10.7M 0.60% +39K +69.0% $113.26 -6.9%
20 VLO Valero Energy Corp. Energy 39,908.0 $10.4M 0.58% +15K +60.9% $260.44 +32.6%
Page 1 of 9  ·  173 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.7%
Industrials 16.9%
Healthcare 11.8%
Financial Services 8.5%
Consumer Cyclical 5.9%
Energy 3.9%
Communication Services 3.7%
Consumer Defensive 3.1%
Basic Materials 3.0%
Real Estate 1.9%