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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 5 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PAAS Pan American Silver Corp Basic Materials 55,254.0 $2.5M 0.14% +4K +8.1% $44.79 +19.7%
82 FCNCA First Citizens Bancshares, Inc (NC) Financial Services 1,155.0 $2.4M 0.14% +319.0 +38.2% $2080.79 +4.9%
83 MSCI MSCI Inc Financial Services 4,065.0 $2.3M 0.13% +3K +238.8% $560.04 +2.0%
84 DOV Dover Corp. Industrials 10,150.0 $2.3M 0.13% +9K +603.9% $224.28 -9.2%
85 ADBE Adobe Inc Technology 11,101.0 $2.3M 0.13% +4K +48.5% $205.02 +34.8%
86 ORLY O`Reilly Automotive, Inc. Consumer Cyclical 22,700.0 $2.1M 0.12% +19K +596.3% $92.09 -1.5%
87 TMUS T-Mobile US Inc Communication Services 12,400.0 $2.1M 0.12% +1K +10.8% $167.73 +8.9%
88 ALB Albemarle Corp. Basic Materials 15,300.0 $2.1M 0.12% +596.0 +4.0% $135.03 +4.8%
89 NWSA News Corp Communication Services 83,064.0 $2.1M 0.12% +73K +765.2% $24.83 +23.9%
90 SouthState Bank Corp. 20,600.0 $2.1M 0.12% +800.0 +4.0% $99.90
91 EOG EOG Resources, Inc. Energy 15,680.0 $2.0M 0.11% +2K +15.5% $129.73 +15.8%
92 GEV GE Vernova Inc. Utilities 1,720.0 $2.0M 0.11% +604.0 +54.1% $1174.86 -19.8%
93 EQH Equitable Holdings Inc Financial Services 45,601.0 $2.0M 0.11% +38K +521.1% $43.88 +11.7%
94 MCK Mckesson Corporation Healthcare 2,600.0 $2.0M 0.11% +1K +120.5% $755.60 +15.6%
95 ODFL Old Dominion Freight Line, Inc. Industrials 9,000.0 $1.9M 0.11% +6K +194.6% $216.60 -7.0%
96 CTAS Cintas Corporation Industrials 11,401.0 $1.9M 0.11% +9K +301.3% $170.08 +21.9%
97 HEI Heico Corp. Industrials 5,440.0 $1.9M 0.11% +3K +126.7% $356.19 -1.0%
98 SOFI SoFi Technologies Inc Financial Services 107,194.0 $1.9M 0.11% +61K +129.8% $17.93 +1.7%
99 IBKR Interactive Brokers Group Inc Financial Services 21,950.0 $1.9M 0.11% +10K +89.2% $87.04 +6.9%
100 AKAM Akamai Technologies Inc Technology 16,000.0 $1.9M 0.11% +9K +128.6% $118.21 -10.6%
Page 5 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%