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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 7 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CB Chubb Limited Financial Services 3,641.0 $1.2M 0.07% +2K +117.0% $340.74 +1.5%
122 IEX Idex Corporation Industrials 5,427.0 $1.2M 0.07% +2K +67.7% $226.95 +3.0%
123 JKHY Jack Henry & Associates, Inc. Technology 8,649.0 $1.2M 0.07% +6K +271.0% $137.74 +23.8%
124 BROS Dutch Bros Inc Consumer Cyclical 16,571.0 $1.2M 0.07% +1K +7.8% $71.81 -27.7%
125 MPC Marathon Petroleum Corp Energy 4,650.0 $1.2M 0.07% +96.0 +2.1% $255.67 +41.8%
126 MET Metlife Inc Financial Services 14,002.0 $1.2M 0.07% +10K +263.7% $84.61 +13.7%
127 MMM 3M Co. Industrials 7,301.0 $1.2M 0.07% +5K +167.8% $161.91 +10.6%
128 ABNB Airbnb Inc Consumer Cyclical 7,751.0 $1.1M 0.06% +5K +161.9% $143.10 +32.9%
129 OXY Occidental Petroleum Corp. Energy 22,600.0 $1.1M 0.06% +19K +584.9% $48.57 +23.8%
130 MTB M & T Bank Corp Financial Services 4,550.0 $1.1M 0.06% +2K +56.2% $238.01 +1.6%
131 OMF OneMain Holdings Inc Financial Services 16,882.0 $1.0M 0.06% +13K +301.9% $60.97 +3.1%
132 ATHM Autohome Inc Communication Services 54,083.0 $1.0M 0.06% +37K +209.1% $19.03 +14.8%
133 ROIV Roivant Sciences Ltd Healthcare 29,072.0 $1.0M 0.06% +4K +16.1% $35.39 +2.7%
134 VOYA Voya Financial Inc Financial Services 11,300.0 $1.0M 0.06% +1K +13.0% $90.53 +9.5%
135 CL Colgate-Palmolive Co. Consumer Defensive 11,100.0 $1.0M 0.06% +7K +193.9% $91.68 +0.9%
136 U-Haul Holding Company 17,070.0 $985K 0.06% +9K +100.8% $57.70
137 ROST Ross Stores, Inc. Consumer Cyclical 4,500.0 $958K 0.05% +2K +72.7% $212.85 +13.5%
138 GILD Gilead Sciences, Inc. Healthcare 7,400.0 $935K 0.05% +4K +95.2% $126.34 +16.1%
139 EQR Equity Residential Properties Trust Real Estate 12,532.0 $851K 0.05% +6K +97.7% $67.93 -6.3%
140 NTRS Northern Trust Corp. Financial Services 4,850.0 $843K 0.05% +3K +144.9% $173.84 +7.4%
Page 7 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%