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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 8 of 21  ·  403 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NEU NewMarket Corp. Basic Materials 720.0 $461K 0.08% NEW $640.95 +25.3%
142 SNA Snap-on, Inc. Industrials 1,258.0 $457K 0.08% NEW $363.22 +4.8%
143 RDN Radian Group, Inc. Financial Services 13,786.0 $456K 0.08% NEW $33.08 +1.5%
144 LHX L3Harris Technologies Inc Industrials 1,309.0 $452K 0.08% NEW $345.15 -12.5%
145 BW Babcock & Wilcox Enterprises Inc Industrials 30,600.0 $450K 0.08% NEW $14.69 +8.1%
146 CTVA Corteva Inc Basic Materials 5,363.0 $449K 0.08% NEW $83.71 -9.4%
147 MCD McDonald`s Corp Consumer Cyclical 1,443.0 $448K 0.08% NEW $310.79 -10.6%
148 Damora Therapeutics Inc. 17,293.0 $448K 0.08% NEW $25.90
149 JBT Marel Corp. 3,500.0 $448K 0.08% NEW $127.87
150 Entergy Corp. 3,861.0 $434K 0.07% NEW $112.36
151 TSN Tyson Foods, Inc. Consumer Defensive 6,700.0 $429K 0.07% NEW $64.07 -11.1%
152 ALGM Allegro Microsystems Inc. Technology 13,500.0 $426K 0.07% NEW $31.53 +52.8%
153 RS Reliance Inc. Basic Materials 1,400.0 $425K 0.07% NEW $303.92 +30.4%
154 FDX Fedex Corp Industrials 1,182.0 $421K 0.07% NEW $356.18 -7.3%
155 HON Honeywell International Inc Industrials 1,844.0 $417K 0.07% NEW $226.03 -6.3%
156 SBET SharpLink Gaming Inc. Financial Services 64,000.0 $413K 0.07% NEW $6.45 -14.4%
157 VICR Vicor Corp. Technology 2,545.0 $410K 0.07% NEW $161.00 +70.8%
158 KO Coca-Cola Co Consumer Defensive 5,375.0 $409K 0.07% NEW $76.05 +4.6%
159 AtaiBeckley Inc. 113,400.0 $401K 0.07% NEW $3.54
160 FCX Freeport-McMoRan Inc Basic Materials 6,826.0 $401K 0.07% NEW $58.78 +8.7%
Page 8 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%