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Portfolio (Quarterly) Guide ↗

Catalyst Funds Management Pty Ltd

· CIK 0001896150
13F Portfolio $431M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 330 New
Page 6 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BSY BENTLEY SYSTEMS CL B ORD Technology 27,585.0 $1.1M 0.24% NEW $38.17 -13.5%
102 CCK CROWN HOLDINGS ORD Consumer Cyclical 10,100.0 $1.0M 0.24% NEW $102.97 -10.6%
103 RKLB ROCKET LAB ORD Industrials 14,900.0 $1.0M 0.24% NEW $69.76 +62.9%
104 NXE NEXGEN ENERGY ORD Energy 112,000.0 $1.0M 0.24% NEW $9.20 +13.0%
105 GS GOLDMAN SACHS GROUP ORD Financial Services 1,160.0 $1.0M 0.24% NEW $879.00 +18.9%
106 QXO QXO ORD Industrials 52,370.0 $1.0M 0.23% NEW $19.29 -19.4%
107 CRC CALIFORNIA RESOURCES ORD Energy 22,056.0 $986K 0.23% NEW $44.71 +34.2%
108 CPT CAMDEN PROPERTY REIT ORD Real Estate 8,900.0 $980K 0.23% NEW $110.08 +2.6%
109 LKQ LKQ ORD Consumer Cyclical 32,300.0 $975K 0.23% NEW $30.20 -17.0%
110 GM GENERAL MOTORS ORD Consumer Cyclical 11,900.0 $968K 0.23% NEW $81.32 +3.0%
111 DHR DANAHER ORD Healthcare 4,200.0 $961K 0.22% NEW $228.92 -19.8%
112 RL RALPH LAUREN CL A ORD Consumer Cyclical 2,709.0 $958K 0.22% NEW $353.61 +5.4%
113 TMO THERMO FISHER SCIENTIFIC ORD Healthcare 1,640.0 $950K 0.22% NEW $579.45 -19.0%
114 ASTS AST SPACEMOBILE CL A ORD Technology 13,028.0 $946K 0.22% NEW $72.63 +26.8%
115 CSCO CISCO SYSTEMS ORD Technology 12,100.0 $932K 0.22% NEW $77.03 +61.2%
116 TER TERADYNE ORD Technology 4,800.0 $929K 0.22% NEW $193.56 +93.6%
117 LAUR LAUREATE EDUCATION ORD Consumer Defensive 27,500.0 $926K 0.21% NEW $33.67 +1.5%
118 RTX RTX ORD Industrials 5,000.0 $917K 0.21% NEW $183.40 -2.6%
119 AWK AMERICAN WATER WORKS ORD Utilities 7,000.0 $914K 0.21% NEW $130.50 -6.1%
120 AGNC AGNC INVESTMENT REIT ORD Real Estate 85,135.0 $913K 0.21% NEW $10.72 -5.7%
Page 6 of 17  ·  330 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 30.5%
Healthcare 13.4%
Financial Services 12.3%
Industrials 10.2%
Basic Materials 9.1%
Communication Services 7.1%
Consumer Cyclical 5.2%
Consumer Defensive 5.1%
Energy 4.4%
Utilities 1.8%