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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 4 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CTSH Cognizant Technology Solutions Corp. Technology 70,600.0 $2.7M 0.15% NEW $38.73 +60.6%
62 ECL Ecolab, Inc. Basic Materials 9,160.0 $2.6M 0.14% NEW $278.61 +3.0%
63 ZS Zscaler Inc Technology 17,850.0 $2.5M 0.14% NEW $141.15 +24.7%
64 TKO TKO Group Holdings Inc Communication Services 12,257.0 $2.5M 0.14% NEW $201.31 -3.9%
65 ORCL Oracle Corp. Technology 16,100.0 $2.4M 0.13% NEW $146.55 -2.8%
66 Corpay Inc. 7,061.0 $2.4M 0.13% NEW $333.27
67 ELV Elevance Health Inc Healthcare 6,040.0 $2.3M 0.13% NEW $386.73 +4.1%
68 ITW Illinois Tool Works, Inc. Industrials 8,560.0 $2.3M 0.13% NEW $270.47 +5.0%
69 WM Waste Management, Inc. Industrials 10,100.0 $2.3M 0.13% NEW $222.88 +1.6%
70 TMO Thermo Fisher Scientific Inc. Healthcare 4,360.0 $2.2M 0.12% NEW $501.36 +25.4%
71 IT Gartner, Inc. Technology 16,850.0 $2.2M 0.12% NEW $129.62 +56.4%
72 PPG PPG Industries, Inc. Basic Materials 17,651.0 $2.1M 0.12% NEW $121.29 -6.6%
73 INTU Intuit Inc Technology 7,880.0 $2.1M 0.12% NEW $261.00 +41.7%
74 RKT Rocket Companies Inc Financial Services 130,200.0 $2.1M 0.12% NEW $15.75 -10.5%
75 ROP Roper Technologies Inc Industrials 5,900.0 $2.0M 0.11% NEW $338.39 +22.8%
76 NOW ServiceNow Inc Technology 19,951.0 $2.0M 0.11% NEW $99.28 +29.0%
77 Z Zillow Group Inc Communication Services 61,669.0 $1.9M 0.11% NEW $31.52 +17.5%
78 CRWD Crowdstrike Holdings Inc Technology 2,513.0 $1.9M 0.11% NEW $190.79 -0.1%
79 SCHW Charles Schwab Corp. Financial Services 20,450.0 $1.9M 0.11% NEW $92.27 +23.2%
80 PNC PNC Financial Services Group Inc Financial Services 7,650.0 $1.9M 0.11% NEW $246.22 -1.0%
Page 4 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%