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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 6 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HRL Hormel Foods Corp. Consumer Defensive 56,000.0 $1.4M 0.08% NEW $24.82 -2.9%
102 POOL Pool Corporation Industrials 6,300.0 $1.4M 0.08% NEW $214.90 -12.4%
103 SNPS Synopsys, Inc. Technology 3,001.0 $1.3M 0.07% NEW $446.07 -11.6%
104 ZBRA Zebra Technologies Corp. Technology 5,050.0 $1.3M 0.07% NEW $263.26 +38.0%
105 STLD Steel Dynamics Inc. Basic Materials 5,650.0 $1.3M 0.07% NEW $229.46 -0.1%
106 MKSI MKS Inc. Technology 2,900.0 $1.3M 0.07% NEW $444.80 -39.5%
107 VRT PUT Vertiv Holdings Co Industrials 119,000.0 $1.3M 0.07% NEW $10.76 +2270.5%
108 AON Aon plc. Financial Services 3,840.0 $1.3M 0.07% NEW $331.69 +8.3%
109 CMI Cummins Inc. Industrials 1,761.0 $1.3M 0.07% NEW $713.21 -19.9%
110 APP Applovin Corp Technology 2,400.0 $1.2M 0.07% NEW $515.23 -42.0%
111 HUM Humana Inc. Healthcare 3,101.0 $1.2M 0.07% NEW $397.22 -2.7%
112 SOLV Solventum Corp Healthcare 15,896.0 $1.2M 0.07% NEW $77.15 +18.3%
113 SNX TD Synnex Corp Technology 4,444.0 $1.2M 0.07% NEW $267.34 -8.9%
114 BR Broadridge Financial Solutions, Inc. Technology 8,600.0 $1.2M 0.07% NEW $136.95 +35.4%
115 BLDR Builders Firstsource Inc Industrials 13,100.0 $1.2M 0.07% NEW $89.48 -21.5%
116 ASTS AST SpaceMobile Inc Technology 13,156.0 $1.2M 0.07% NEW $88.86 -29.8%
117 Block Inc 15,300.0 $1.2M 0.07% NEW $76.00
118 CPB Campbells Co (The) Consumer Defensive 50,301.0 $1.1M 0.06% NEW $22.27 +8.5%
119 GDYN Grid Dynamics Holdings Inc Technology 192,001.0 $1.1M 0.06% NEW $5.68 +38.4%
120 PHM PulteGroup Inc Consumer Cyclical 7,901.0 $1.1M 0.06% NEW $137.21 -5.5%
Page 6 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%