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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 10 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CATY Cathay General Bancorp Financial Services 6,972.0 $348K 0.06% NEW $49.86 +17.1%
182 KEYS Keysight Technologies Inc Technology 1,218.0 $344K 0.06% NEW $282.37 +17.4%
183 TT Trane Technologies plc Industrials 818.0 $341K 0.06% NEW $416.74 +10.1%
184 DUK Duke Energy Corp. Utilities 2,602.0 $341K 0.06% NEW $130.94 -6.8%
185 TPC Tutor Perini Corp Industrials 4,400.0 $340K 0.06% NEW $77.19 -6.6%
186 PCAR Paccar Inc. Industrials 2,933.0 $339K 0.06% NEW $115.50 +2.5%
187 XRAY DENTSPLY Sirona Inc Healthcare 29,200.0 $339K 0.06% NEW $11.60 -11.6%
188 FOX Fox Corporation Communication Services 6,373.0 $338K 0.06% NEW $53.10 +13.6%
189 STX Seagate Technology Holdings Plc Technology 863.0 $338K 0.06% NEW $391.76 +123.8%
190 ULS UL Solutions Inc Industrials 3,900.0 $334K 0.06% NEW $85.71 +13.2%
191 OCGN Ocugen Inc Healthcare 180,600.0 $327K 0.06% NEW $1.81 -30.4%
192 CLX Clorox Co. Consumer Defensive 3,138.0 $325K 0.06% NEW $103.63 -8.2%
193 CL Colgate-Palmolive Co. Consumer Defensive 3,777.0 $322K 0.06% NEW $85.23 +1.0%
194 MDGL Madrigal Pharmaceuticals Inc Healthcare 613.0 $321K 0.05% NEW $523.47 -10.7%
195 EFX Equifax, Inc. Industrials 1,767.0 $318K 0.05% NEW $180.07 -6.8%
196 Bunge Global SA 2,496.0 $317K 0.05% NEW $127.20
197 ARW Arrow Electronics Inc. Technology 2,200.0 $316K 0.05% NEW $143.41 +53.1%
198 AGI Alamos Gold Inc. Basic Materials 7,085.0 $315K 0.05% NEW $44.43 -19.3%
199 International Bancshares Corp. 4,656.0 $313K 0.05% NEW $67.29
200 CARR Carrier Global Corp Industrials 5,520.0 $311K 0.05% NEW $56.31 +19.6%
Page 10 of 21  ·  403 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%