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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 12 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TGTX TG Therapeutics Inc Healthcare 6,950.0 $382K 0.02% NEW $54.94 +1.9%
222 BOKF BOK Financial Corp. Financial Services 2,700.0 $375K 0.02% NEW $138.88 +1.1%
223 NVR NVR Inc. Consumer Cyclical 55.0 $375K 0.02% NEW $6813.40 -6.1%
224 AMSC American Superconductor Corp. Industrials 9,000.0 $374K 0.02% NEW $41.51 -30.3%
225 EMR Emerson Electric Co. Industrials 2,601.0 $372K 0.02% NEW $143.15 +10.1%
226 Carnival Corporation Ltd. 13,007.0 $372K 0.02% NEW $28.57
227 MIDD Middleby Corp. Industrials 2,150.0 $370K 0.02% NEW $172.01 -33.0%
228 CDW CDW Corp Technology 2,601.0 $366K 0.02% NEW $140.64 -5.8%
229 EME Emcor Group, Inc. Industrials 440.0 $365K 0.02% NEW $829.88 -7.8%
230 CPRT Copart, Inc. Industrials 12,900.0 $364K 0.02% NEW $28.19 +18.0%
231 EXR Extra Space Storage Inc. Real Estate 2,500.0 $363K 0.02% NEW $145.30 +0.7%
232 BSX Boston Scientific Corp. Healthcare 8,500.0 $363K 0.02% NEW $42.68 +14.8%
233 GL Globe Life Inc Financial Services 2,000.0 $357K 0.02% NEW $178.68 -3.1%
234 KEY Keycorp Financial Services 15,401.0 $355K 0.02% NEW $23.05 -5.1%
235 B Barrick Mining Corp. Basic Materials 9,650.0 $354K 0.02% NEW $36.73 +31.1%
236 JBS N.V. 29,800.0 $353K 0.02% NEW $11.85
237 HBAN Huntington Bancshares, Inc. Financial Services 19,750.0 $350K 0.02% NEW $17.73 -3.9%
238 NNI Nelnet Inc Financial Services 2,616.0 $349K 0.02% NEW $133.33 -4.2%
239 PEN Penumbra Inc Healthcare 1,101.0 $348K 0.02% NEW $315.75 +2.5%
240 Q Qnity Electronics Inc Technology 2,107.0 $344K 0.02% NEW $163.31 -22.7%
Page 12 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%