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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CMCSA Comcast Corp Communication Services 36,400.0 $1.0M 0.18% +24K +203.3% $28.71 -17.2%
62 MCK Mckesson Corporation Healthcare 1,179.0 $1.0M 0.17% +899.0 +321.1% $865.36 -11.4%
63 HCA HCA Healthcare Inc Healthcare 2,074.0 $982K 0.17% +154.0 +8.0% $473.24 -23.6%
64 NE Noble Corp Plc Energy 19,984.0 $981K 0.17% +8K +61.2% $49.07 -4.3%
65 GEV GE Vernova Inc. Utilities 1,116.0 $974K 0.17% +516.0 +86.0% $872.90 +7.0%
66 HII Huntington Ingalls Industries Inc Industrials 2,294.0 $871K 0.15% +1K +186.8% $379.90 -23.1%
67 AMGN AMGEN Inc. Healthcare 2,453.0 $863K 0.15% +473.0 +23.9% $351.85 -1.7%
68 NTNX Nutanix Inc Technology 20,983.0 $798K 0.14% +10K +87.3% $38.01 +36.4%
69 DIS Walt Disney Co (The) Communication Services 8,215.0 $792K 0.13% +5K +173.8% $96.38 +2.6%
70 BROS Dutch Bros Inc Consumer Cyclical 15,370.0 $779K 0.13% +5K +49.7% $50.66 +11.0%
71 PTCT PTC Therapeutics Inc Healthcare 11,200.0 $763K 0.13% +4K +53.4% $68.13 +4.0%
72 SOFI SoFi Technologies Inc Financial Services 46,645.0 $741K 0.12% +16K +49.8% $15.88 +3.9%
73 KTOS Kratos Defense & Security Solutions Inc Industrials 10,498.0 $740K 0.12% +6K +162.4% $70.51 -18.1%
74 ALSN Allison Transmission Holdings Inc Consumer Cyclical 6,315.0 $739K 0.12% +300.0 +5.0% $117.06 -1.3%
75 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 2,374.0 $722K 0.12% +1K +97.8% $304.08 +12.0%
76 HEI Heico Corp. Industrials 2,400.0 $658K 0.11% +1K +71.4% $274.20 +18.0%
77 Leidos Holdings Inc 4,164.0 $648K 0.11% +3K +247.0% $155.52
78 MSCI MSCI Inc Financial Services 1,200.0 $647K 0.11% +40.0 +3.5% $539.01 +11.9%
79 DHI D.R. Horton Inc. Consumer Cyclical 4,639.0 $637K 0.11% +2K +93.3% $137.22 +5.1%
80 MS Morgan Stanley Financial Services 3,756.0 $618K 0.10% +1K +63.3% $164.57 +29.0%
Page 4 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%