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Portfolio (Quarterly) Guide ↗

Catalyst Funds Management Pty Ltd

· CIK 0001896150
13F Portfolio $591M AUM 586 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 403 New 108 Added 53 Reduced 149 Exited
Page 2 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 T AT&T, Inc. Communication Services 94,877.0 $2.8M 0.47% +50K +109.4% $28.99 -22.4%
22 TRU TransUnion Industrials 39,420.0 $2.7M 0.46% +13K +49.8% $69.19 -0.5%
23 ALAB Astera Labs Inc. Technology 24,400.0 $2.7M 0.45% +8K +49.7% $109.60 +216.0%
24 BMY Bristol-Myers Squibb Co. Healthcare 42,082.0 $2.6M 0.43% +37K +694.0% $60.65 -8.4%
25 TGT Target Corp Consumer Defensive 20,224.0 $2.5M 0.41% +17K +622.3% $121.20 +2.3%
26 CF CF Industries Holdings Inc Basic Materials 18,052.0 $2.3M 0.40% +14K +351.3% $129.84 -15.7%
27 BIIB Biogen Inc Healthcare 11,970.0 $2.2M 0.37% +570.0 +5.0% $183.33 +5.1%
28 CRM Salesforce Inc Technology 11,683.0 $2.2M 0.37% +7K +178.2% $186.67 -2.2%
29 ATI ATI Inc Industrials 14,732.0 $2.1M 0.36% +13K +601.5% $145.46 +23.8%
30 SPGI S&P Global Inc Financial Services 4,985.0 $2.1M 0.36% +4K +419.3% $425.34 -1.9%
31 URI United Rentals, Inc. Industrials 2,873.0 $2.1M 0.35% +3K +698.1% $728.56 +48.8%
32 BAC Bank Of America Corp. Financial Services 42,695.0 $2.1M 0.35% +2K +4.9% $48.75 +10.0%
33 LWLG Lightwave Logic Inc Basic Materials 286,048.0 $2.0M 0.34% +83K +41.0% $7.03 +46.5%
34 RKLB Rocket Lab Corp Industrials 29,256.0 $1.9M 0.32% +14K +96.3% $64.22 +77.0%
35 LAUR Laureate Education Inc Consumer Defensive 53,500.0 $1.9M 0.32% +26K +94.5% $34.84 -2.0%
36 AFRM Affirm Holdings Inc Technology 40,600.0 $1.9M 0.32% +14K +49.8% $45.82 +42.9%
37 LAZ Lazard Inc. Financial Services 43,507.0 $1.8M 0.31% +14K +50.0% $42.48 +7.7%
38 NXE NexGen Energy Ltd Energy 158,200.0 $1.8M 0.31% +46K +41.2% $11.60 -10.3%
39 ADBE Adobe Inc Technology 7,478.0 $1.8M 0.31% +6K +379.4% $243.08 +0.8%
40 WFC Wells Fargo & Co. Financial Services 22,793.0 $1.8M 0.31% +1K +7.0% $79.61 +2.9%
Page 2 of 6  ·  108 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 23.1%
Industrials 14.5%
Healthcare 13.5%
Financial Services 11.2%
Basic Materials 8.9%
Energy 8.2%
Communication Services 5.8%
Consumer Cyclical 5.4%
Consumer Defensive 5.2%
Real Estate 2.5%