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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 15 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DGX Quest Diagnostics, Inc. Healthcare 1,065.0 $209K 0.04% NEW $195.98 +0.6%
282 LEU Centrus Energy Corp Energy 1,200.0 $208K 0.04% NEW $173.59 -5.7%
283 ROKU Roku Inc Communication Services 2,200.0 $208K 0.04% NEW $94.62 +30.6%
284 POST Post Holdings Inc Consumer Defensive 2,094.0 $207K 0.04% NEW $98.86 -8.9%
285 BEN Franklin Resources, Inc. Financial Services 8,658.0 $205K 0.04% NEW $23.62 +32.9%
286 DOLE Dole plc Consumer Defensive 14,224.0 $203K 0.03% NEW $14.29 -4.2%
287 NHI National Health Investors, Inc. Real Estate 2,500.0 $202K 0.03% NEW $80.86 -14.1%
288 SSRM SSR Mining Inc Basic Materials 6,856.0 $202K 0.03% NEW $29.40 -9.5%
289 ENSG Ensign Group Inc Healthcare 1,000.0 $202K 0.03% NEW $201.50 -22.4%
290 R Ryder System, Inc. Industrials 982.0 $201K 0.03% NEW $204.71 +32.4%
291 KRMN Karman Holdings Inc. Industrials 2,510.0 $201K 0.03% NEW $80.05 -38.0%
292 MAN ManpowerGroup Industrials 6,800.0 $200K 0.03% NEW $29.46 +10.1%
293 SXC SunCoke Energy Inc Energy 30,552.0 $199K 0.03% NEW $6.51 +39.9%
294 XFOR X4 Pharmaceuticals Inc Healthcare 47,383.0 $196K 0.03% NEW $4.13 -10.2%
295 CARS Cars.com Consumer Cyclical 23,488.0 $191K 0.03% NEW $8.12 +14.5%
296 GPGI CompoSecure Inc Industrials 11,000.0 $188K 0.03% NEW $17.10 -30.5%
297 NAUT Nautilus Biotechnology Inc Healthcare 46,328.0 $180K 0.03% NEW $3.88 -39.9%
298 KREF KKR Real Estate Finance Trust Inc Real Estate 28,844.0 $177K 0.03% NEW $6.12 +13.9%
299 INN Summit Hotel Properties Inc Real Estate 38,796.0 $171K 0.03% NEW $4.42 +35.3%
300 AI C3.ai Inc Technology 19,900.0 $168K 0.03% NEW $8.42 +25.9%
Page 15 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%