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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 11 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EQIX Equinix Inc Real Estate 316.0 $310K 0.05% NEW $980.24 +8.4%
202 ATHM Autohome Inc Communication Services 17,500.0 $304K 0.05% NEW $17.37 +0.0%
203 SO Southern Company Utilities 3,139.0 $303K 0.05% NEW $96.52 -5.4%
204 ORLY O`Reilly Automotive, Inc. Consumer Cyclical 3,260.0 $301K 0.05% NEW $92.31 -3.6%
205 DOV Dover Corp. Industrials 1,442.0 $301K 0.05% NEW $208.45 +3.7%
206 PSX Phillips 66 Energy 1,648.0 $300K 0.05% NEW $182.18 +0.7%
207 Hycroft Mining Holding Corporation 8,500.0 $299K 0.05% NEW $35.20
208 OLN Olin Corp. Basic Materials 10,000.0 $297K 0.05% NEW $29.73 -18.3%
209 RNR RenaissanceRe Holdings Ltd Financial Services 994.0 $295K 0.05% NEW $297.23 -5.1%
210 GLNG Golar Lng Energy 5,400.0 $292K 0.05% NEW $54.11 -6.2%
211 AMT American Tower Corp. Real Estate 1,693.0 $292K 0.05% NEW $172.58 +9.6%
212 FHN First Horizon Corporation Financial Services 12,829.0 $292K 0.05% NEW $22.76 +6.6%
213 CHD Church & Dwight Co., Inc. Consumer Defensive 3,120.0 $291K 0.05% NEW $93.32 +2.2%
214 BKNG Booking Holdings Inc Consumer Cyclical 69.0 $291K 0.05% NEW $4210.32 -96.1%
215 SIG Signet Jewelers Ltd Consumer Cyclical 3,428.0 $290K 0.05% NEW $84.64 -0.1%
216 RF Regions Financial Corp. Financial Services 11,075.0 $289K 0.05% NEW $26.12 +9.3%
217 USLM United States Lime & Minerals Inc. Basic Materials 2,200.0 $287K 0.05% NEW $130.61 -19.1%
218 XEL Xcel Energy, Inc. Utilities 3,600.0 $286K 0.05% NEW $79.44 -2.3%
219 EXEL Exelixis Inc Healthcare 6,641.0 $285K 0.05% NEW $42.89 +20.6%
220 CION CION Invt Corp Financial Services 41,406.0 $283K 0.05% NEW $6.84 +0.4%
Page 11 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%