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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 14 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GTX Garrett Motion Inc Consumer Cyclical 7,801.0 $283K 0.02% NEW $36.23 -28.7%
262 LVS Las Vegas Sands Corp Consumer Cyclical 6,101.0 $282K 0.02% NEW $46.19 +1.7%
263 BVN Compania de Minas Buenaventura S.A. Basic Materials 9,600.0 $281K 0.02% NEW $29.29 +20.2%
264 REXR Rexford Industrial Realty Inc Real Estate 8,350.0 $280K 0.02% NEW $33.50 +12.4%
265 ELVR Elevra Lithium Ltd. Basic Materials 4,101.0 $279K 0.02% NEW $68.15 +1.0%
266 REGCO Regency Centers Corporation 3,500.0 $279K 0.02% NEW $79.74
267 CTKB Cytek BioSciences Inc Healthcare 62,500.0 $277K 0.02% NEW $4.43 +0.2%
268 PBI Pitney Bowes, Inc. Industrials 15,750.0 $276K 0.01% NEW $17.52 -5.7%
269 CMG Chipotle Mexican Grill Consumer Cyclical 8,100.0 $275K 0.01% NEW $34.00 +11.8%
270 SEI Solaris Energy Infrastructure Inc. Energy 3,400.0 $274K 0.01% NEW $80.46 -33.5%
271 LOPE Grand Canyon Education Inc Consumer Defensive 1,902.0 $272K 0.01% NEW $143.11 +3.2%
272 WAB Westinghouse Air Brake Technologies Corp Industrials 1,000.0 $270K 0.01% NEW $269.60 +10.4%
273 ETD Ethan Allen Interiors, Inc. Consumer Cyclical 12,051.0 $269K 0.01% NEW $22.34 +4.2%
274 NCLH Norwegian Cruise Line Holdings Ltd Consumer Cyclical 12,501.0 $264K 0.01% NEW $21.11 -18.4%
275 ESS Essex Property Trust, Inc. Real Estate 901.0 $263K 0.01% NEW $291.59 +0.7%
276 OXM Oxford Industries, Inc. Consumer Cyclical 7,500.0 $262K 0.01% NEW $34.87 +4.8%
277 DINO HF Sinclair Corp. Energy 3,750.0 $261K 0.01% NEW $69.65 +36.7%
278 ZBH Zimmer Biomet Holdings Inc Healthcare 3,000.0 $258K 0.01% NEW $86.09 +17.3%
279 CART Maplebear Inc. Consumer Cyclical 5,450.0 $258K 0.01% NEW $47.35 +9.4%
280 YUM Yum Brands Inc. Consumer Cyclical 1,600.0 $256K 0.01% NEW $159.86 -1.6%
Page 14 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%