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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 5 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FFIV F5 Inc Technology 3,000.0 $868K 0.15% NEW $289.33 +36.9%
82 CINF Cincinnati Financial Corp. Financial Services 5,400.0 $850K 0.14% NEW $157.35 +3.1%
83 FRT Federal Realty Investment Trust. Real Estate 8,000.0 $850K 0.14% NEW $106.21 +15.0%
84 ACMR ACM Research Inc Technology 21,300.0 $838K 0.14% NEW $39.35 +104.8%
85 STT State Street Corp. Financial Services 6,452.0 $817K 0.14% NEW $126.56 +27.9%
86 PM Philip Morris International Inc Consumer Defensive 4,922.0 $814K 0.14% NEW $165.34 +6.5%
87 CTRA Coterra Energy Inc Energy 23,158.0 $814K 0.14% NEW $35.14 -7.3%
88 ADM Archer Daniels Midland Co. Consumer Defensive 11,175.0 $812K 0.14% NEW $72.69 +10.4%
89 DRI Darden Restaurants, Inc. Consumer Cyclical 4,132.0 $810K 0.14% NEW $196.04 -0.0%
90 IBKR Interactive Brokers Group Inc Financial Services 11,600.0 $778K 0.13% NEW $67.07 +30.2%
91 GRMN Garmin Ltd Technology 3,332.0 $773K 0.13% NEW $232.01 +1.4%
92 DE Deere & Co. Industrials 1,338.0 $754K 0.13% NEW $563.30 +1.8%
93 ARE Alexandria Real Estate Equities Inc. Real Estate 15,875.0 $737K 0.12% NEW $46.42 +8.3%
94 TTAN ServiceTitan Inc. Technology 11,600.0 $736K 0.12% NEW $63.46 +15.0%
95 UNP Union Pacific Corp. Industrials 3,031.0 $735K 0.12% NEW $242.62 +10.7%
96 AUGO Aura Minerals Inc. Basic Materials 8,766.0 $715K 0.12% NEW $81.60 -28.1%
97 HWM Howmet Aerospace Inc Industrials 3,034.0 $699K 0.12% NEW $230.46 +7.0%
98 ROIV Roivant Sciences Ltd Healthcare 25,031.0 $693K 0.12% NEW $27.70 +2.9%
99 CVSA Covista Inc. Consumer Cyclical 5,948.0 $686K 0.12% NEW $115.25 +9.6%
100 VOYA Voya Financial Inc Financial Services 10,000.0 $683K 0.12% NEW $68.32 +29.5%
Page 5 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%