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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 14 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RLMD Relmada Therapeutics Inc Healthcare 34,057.0 $237K 0.04% NEW $6.96 -17.8%
262 WSO Watsco Inc. Industrials 645.0 $235K 0.04% NEW $363.79 +2.2%
263 AGCO AGCO Corp. Industrials 2,022.0 $234K 0.04% NEW $115.87 -0.2%
264 AZO Autozone Inc. Consumer Cyclical 69.0 $233K 0.04% NEW $3377.78 -9.0%
265 ISBA Isabella Bank Corp Financial Services 5,074.0 $232K 0.04% NEW $45.67 -8.2%
266 MPWR Monolithic Power System Inc Technology 211.0 $231K 0.04% NEW $1093.35 +42.6%
267 DECK Deckers Outdoor Corp. Consumer Cyclical 2,258.0 $226K 0.04% NEW $100.09 +9.6%
268 CSX CSX Corp. Industrials 5,502.0 $226K 0.04% NEW $41.05 +14.8%
269 OMF OneMain Holdings Inc Financial Services 4,200.0 $225K 0.04% NEW $53.49 +1.1%
270 CME CME Group Inc Financial Services 745.0 $220K 0.04% NEW $295.35 -14.7%
271 OR Osisko Gold Royalties Ltd Basic Materials 5,736.0 $218K 0.04% NEW $38.02 -11.2%
272 ACM AECOM Industrials 2,571.0 $218K 0.04% NEW $84.82 -16.5%
273 CNP Centerpoint Energy Inc. Utilities 4,997.0 $216K 0.04% NEW $43.16 -3.0%
274 OXY Occidental Petroleum Corp. Energy 3,300.0 $214K 0.04% NEW $65.00 -11.6%
275 HWC Hancock Whitney Corp. Financial Services 3,368.0 $214K 0.04% NEW $63.59 +8.5%
276 APD Air Products & Chemicals Inc. Basic Materials 737.0 $214K 0.04% NEW $290.49 -4.7%
277 Ryanair Holdings Plc 3,700.0 $214K 0.04% NEW $57.80
278 CVS CVS Health Corp Healthcare 2,977.0 $214K 0.04% NEW $71.82 +35.2%
279 OPEN Opendoor Technologies Inc Real Estate 45,600.0 $213K 0.04% NEW $4.68 -7.9%
280 SBCF Seacoast Banking Corp. Of Florida Financial Services 7,000.0 $212K 0.04% NEW $30.29 -0.4%
Page 14 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%