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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 15 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 Flagstar Bank NA 17,000.0 $254K 0.01% NEW $14.94
282 IVZ Invesco Ltd Financial Services 9,453.0 $249K 0.01% NEW $26.39 +24.4%
283 FIGR Figure Technology Solutions Inc. Financial Services 8,096.0 $249K 0.01% NEW $30.71 +29.4%
284 TR Tootsie Roll Industries, Inc. Consumer Defensive 6,200.0 $245K 0.01% NEW $39.55 +3.9%
285 SYF Synchrony Financial Financial Services 3,201.0 $243K 0.01% NEW $76.05 +5.5%
286 PTC PTC Inc Technology 2,140.0 $243K 0.01% NEW $113.61 +32.7%
287 ELAN Elanco Animal Health Inc Healthcare 9,850.0 $242K 0.01% NEW $24.61 +1.6%
288 MORN Morningstar Inc Financial Services 1,550.0 $242K 0.01% NEW $156.02 +37.8%
289 Iridium Communications Inc 4,400.0 $241K 0.01% NEW $54.85
290 LULU Lululemon Athletica inc. Consumer Cyclical 2,100.0 $240K 0.01% NEW $114.18 +3.0%
291 NYT New York Times Co. Communication Services 3,421.0 $239K 0.01% NEW $69.98 -2.7%
292 KNSL Kinsale Capital Group Inc Financial Services 720.0 $237K 0.01% NEW $329.81 +18.8%
293 PRU Prudential Financial Inc. Financial Services 2,200.0 $237K 0.01% NEW $107.93 +10.3%
294 VITL Vital Farms Inc Consumer Defensive 20,300.0 $236K 0.01% NEW $11.63 -4.7%
295 DAL Delta Air Lines, Inc. Industrials 2,500.0 $234K 0.01% NEW $93.66 -11.5%
296 Stubhub Holdings Inc. 18,101.0 $233K 0.01% NEW $12.87
297 MRCY Mercury Systems Inc Industrials 1,900.0 $232K 0.01% NEW $122.33 -28.8%
298 EXPE Expedia Group Inc Consumer Cyclical 901.0 $231K 0.01% NEW $255.88 +31.2%
299 CPNG Coupang Inc Consumer Cyclical 13,101.0 $228K 0.01% NEW $17.37 -5.1%
300 INCY Incyte Corp. Healthcare 2,000.0 $227K 0.01% NEW $113.36 +14.9%
Page 15 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%