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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 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CDE Coeur Mining Inc Basic Materials 89,060.0 $1.7M 0.28% +46K +108.6% $18.77 -10.9%
42 V Visa Inc Financial Services 5,505.0 $1.7M 0.28% +545.0 +11.0% $302.24 +5.8%
43 MA Mastercard Incorporated Financial Services 3,286.0 $1.6M 0.28% +1K +49.4% $499.66 -2.8%
44 Moog, Inc. 5,600.0 $1.6M 0.28% +3K +93.1% $292.64
45 GM General Motors Company Consumer Cyclical 20,898.0 $1.6M 0.26% +9K +75.6% $74.50 +12.4%
46 MLI Mueller Industries, Inc. Industrials 13,600.0 $1.5M 0.26% +2K +20.4% $110.80 +20.3%
47 ED Consolidated Edison, Inc. Utilities 13,087.0 $1.5M 0.25% +487.0 +3.9% $113.18 -7.8%
48 WTRG Essential Utilities Inc Utilities 35,800.0 $1.4M 0.24% +28K +371.1% $40.27 -7.2%
49 BK Bank Of New York Mellon Corp Financial Services 11,502.0 $1.4M 0.23% +7K +155.6% $118.63 +17.7%
50 EA Electronic Arts, Inc. Communication Services 6,667.0 $1.4M 0.23% +5K +433.4% $203.87 -0.3%
51 TRV Travelers Companies Inc. Financial Services 4,648.0 $1.4M 0.23% +4K +330.4% $291.68 +1.7%
52 UNM Unum Group Financial Services 18,236.0 $1.3M 0.23% +15K +406.6% $73.03 +19.2%
53 SOLS Solstice Advanced Materials Inc Basic Materials 17,124.0 $1.3M 0.22% +9K +109.5% $76.16 +5.6%
54 BPOP Popular Inc. Financial Services 9,669.0 $1.3M 0.22% +1K +13.8% $134.17 +14.5%
55 HUBS HubSpot Inc Technology 5,080.0 $1.2M 0.21% +2K +49.4% $244.10 -14.7%
56 DOCU DocuSign Inc Technology 25,200.0 $1.2M 0.20% +22K +600.0% $47.41 -2.6%
57 CCO Clear Channel Outdoor Holdings Inc. Communication Services 502,800.0 $1.2M 0.20% +254K +102.4% $2.37 +1.3%
58 IAUX i-80 Gold Corp Basic Materials 740,045.0 $1.1M 0.19% +493K +199.9% $1.52 -7.9%
59 MOD Modine Manufacturing Co. Consumer Cyclical 5,175.0 $1.1M 0.19% +2K +48.9% $216.71 +27.0%
60 MPC Marathon Petroleum Corp Energy 4,554.0 $1.1M 0.19% +3K +153.0% $244.18 +9.0%
Page 3 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%