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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 7 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PYPL PayPal Holdings Inc Financial Services 24,801.0 $1.1M 0.06% NEW $43.18 +42.8%
122 TSCO Tractor Supply Co. Consumer Cyclical 33,700.0 $1.1M 0.06% NEW $31.61 +13.6%
123 AVB Avalonbay Communities Inc. Real Estate 5,602.0 $1.1M 0.06% NEW $188.69 -2.5%
124 INVH Invitation Homes Inc Real Estate 34,201.0 $1.0M 0.06% NEW $30.21 +0.8%
125 ZWS Zurn Elkay Water Solutions Corp Industrials 20,287.0 $1.0M 0.06% NEW $50.53 -3.3%
126 JBL Jabil Inc Technology 2,600.0 $1.0M 0.06% NEW $385.48 -20.9%
127 HD Home Depot, Inc. Consumer Cyclical 2,800.0 $988K 0.06% NEW $352.68 -4.3%
128 UHS Universal Health Services, Inc. Healthcare 6,500.0 $966K 0.05% NEW $148.69 +18.6%
129 IDXX Idexx Laboratories, Inc. Healthcare 1,821.0 $959K 0.05% NEW $526.44 +6.3%
130 PRMB Primo Brands Corp. Consumer Defensive 37,421.0 $915K 0.05% NEW $24.44 -5.8%
131 PCG PG&E Corp. Utilities 53,350.0 $897K 0.05% NEW $16.82 +7.7%
132 USB U.S. Bancorp. Financial Services 14,600.0 $882K 0.05% NEW $60.40 +3.3%
133 INGR Ingredion Inc Consumer Defensive 9,200.0 $871K 0.05% NEW $94.71 +12.1%
134 AVNW Aviat Networks Inc Technology 39,000.0 $866K 0.05% NEW $22.20 -6.9%
135 CPT Camden Property Trust Real Estate 7,552.0 $865K 0.05% NEW $114.49 -4.7%
136 PFSI PennyMac Financial Services Inc. Financial Services 9,900.0 $862K 0.05% NEW $87.10 -13.7%
137 BALL Ball Corp. Consumer Cyclical 13,650.0 $852K 0.05% NEW $62.40 +3.2%
138 LSCC Lattice Semiconductor Corp. Technology 5,548.0 $849K 0.05% NEW $152.96 -25.4%
139 DKNG DraftKings Inc. Consumer Cyclical 33,501.0 $846K 0.05% NEW $25.26 +2.8%
140 SYK Stryker Corp. Healthcare 2,680.0 $844K 0.05% NEW $314.84 +4.1%
Page 7 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%