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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 11 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TEL TE Connectivity plc Technology 2,150.0 $433K 0.02% NEW $201.61 +0.4%
202 MAS Masco Corp. Industrials 5,300.0 $431K 0.02% NEW $81.37 -10.1%
203 ALGT Allegiant Travel Industrials 3,657.0 $430K 0.02% NEW $117.60 -30.6%
204 ONB Old National Bancorp Financial Services 16,500.0 $427K 0.02% NEW $25.90 -0.5%
205 VLTO Veralto Corp Industrials 4,800.0 $426K 0.02% NEW $88.68 +12.1%
206 PRAA PRA Group Inc Financial Services 22,400.0 $425K 0.02% NEW $18.99 +6.2%
207 CRBG Corebridge Financial Inc. 14,741.0 $422K 0.02% NEW $28.63
208 HPQ HP Inc Technology 18,950.0 $416K 0.02% NEW $21.94 +30.3%
209 DUOL Duolingo Inc Technology 3,600.0 $414K 0.02% NEW $115.02 +27.7%
210 YPF YPF Energy 9,100.0 $414K 0.02% NEW $45.47 +12.8%
211 CCK Crown Holdings, Inc. Consumer Cyclical 3,700.0 $414K 0.02% NEW $111.82 +7.1%
212 AMG Affiliated Managers Group Inc. Financial Services 1,220.0 $413K 0.02% NEW $338.40 +6.1%
213 TPR Tapestry Inc Consumer Cyclical 2,800.0 $410K 0.02% NEW $146.38 -9.7%
214 AWR American States Water Co. Utilities 4,914.0 $406K 0.02% NEW $82.63 +10.3%
215 BELFB Bel Fuse Inc. Technology 1,201.0 $400K 0.02% NEW $333.04 -25.5%
216 SYY Sysco Corp. Consumer Defensive 4,751.0 $397K 0.02% NEW $83.58 +0.3%
217 Thomson-Reuters Corp 4,800.0 $392K 0.02% NEW $81.67
218 PSKY Paramount Skydance Corp. Communication Services 39,416.0 $389K 0.02% NEW $9.86 +5.0%
219 CWT California Water Service Group Utilities 7,980.0 $388K 0.02% NEW $48.65 +4.5%
220 Janus Living Inc. 13,300.0 $382K 0.02% NEW $28.74
Page 11 of 18  ·  357 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%