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Portfolio (Quarterly) Guide ↗

Catalyst Funds Management Pty Ltd

· CIK 0001896150
13F Portfolio $431M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 330 New
Page 11 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SOLS SOLSTICE ADVANCED MATERIALS ORD Basic Materials 8,175.0 $397K 0.09% NEW $48.58 +65.6%
202 WST WEST PHARM SVC ORD Healthcare 1,440.0 $396K 0.09% NEW $275.14 +16.2%
203 GEV GE VERNOVA ORD Utilities 600.0 $392K 0.09% NEW $653.57 +42.9%
204 AXS AXIS CAPITAL HOLDINGS ORD Financial Services 3,660.0 $392K 0.09% NEW $107.09 -10.2%
205 RJF RAYMOND JAMES ORD Financial Services 2,400.0 $385K 0.09% NEW $160.59 -6.5%
206 CSL CARLISLE COMPANIES ORD Industrials 1,200.0 $384K 0.09% NEW $319.86 +5.7%
207 SOLV SOLVENTUM ORD Healthcare 4,800.0 $380K 0.09% NEW $79.24 -0.6%
208 ETN EATON ORD Industrials 1,160.0 $369K 0.09% NEW $318.51 +26.6%
209 NTRS NORTHERN TRUST ORD Financial Services 2,700.0 $369K 0.09% NEW $136.59 +23.8%
210 NDSN NORDSON ORD Industrials 1,500.0 $361K 0.08% NEW $240.43 +17.4%
211 IAUX I 80 GOLD ORD Basic Materials 246,745.0 $360K 0.08% NEW $1.46 -4.1%
212 CMCSA COMCAST CL A ORD Communication Services 12,000.0 $359K 0.08% NEW $29.89 -20.5%
213 ALLE ALLEGION ORD Industrials 2,200.0 $350K 0.08% NEW $159.22 -19.8%
214 NE NOBLE CORPORATION ORD Energy 12,400.0 $350K 0.08% NEW $28.24 +66.4%
215 VLTO VERALTO ORD Industrials 3,500.0 $349K 0.08% NEW $99.78 -14.9%
216 CHCT COMMUNITY HEALTHCARE TRUST ORD Real Estate 21,257.0 $349K 0.08% NEW $16.42 +5.9%
217 DHI D R HORTON ORD Consumer Cyclical 2,400.0 $346K 0.08% NEW $144.03 +0.2%
218 HLT HILTON WORLDWIDE HOLDINGS ORD Consumer Cyclical 1,200.0 $345K 0.08% NEW $287.25 +18.6%
219 DIS WALT DISNEY ORD Communication Services 3,000.0 $341K 0.08% NEW $113.77 -13.1%
220 ACN ACCENTURE CL A ORD Technology 1,200.0 $322K 0.07% NEW $268.30 -35.0%
Page 11 of 17  ·  330 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 30.5%
Healthcare 13.4%
Financial Services 12.3%
Industrials 10.2%
Basic Materials 9.1%
Communication Services 7.1%
Consumer Cyclical 5.2%
Consumer Defensive 5.1%
Energy 4.4%
Utilities 1.8%