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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 8 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GWW W.W. Grainger Inc. Industrials 616.0 $838K 0.05% NEW $1360.40 -2.8%
142 ISRG Intuitive Surgical Inc Healthcare 2,082.0 $828K 0.05% NEW $397.68 -6.1%
143 FLR Fluor Corporation Industrials 15,750.0 $825K 0.05% NEW $52.39 -2.1%
144 AA Alcoa Corp Basic Materials 15,700.0 $819K 0.05% NEW $52.14 -5.3%
145 Somnigroup International Inc. 10,400.0 $815K 0.05% NEW $78.40
146 COLD Americold Realty Trust Inc Real Estate 51,100.0 $803K 0.04% NEW $15.72 -3.9%
147 ROK Rockwell Automation Inc Industrials 1,600.0 $792K 0.04% NEW $495.08 -13.2%
148 UTHR United Therapeutics Corp Healthcare 1,441.0 $781K 0.04% NEW $541.83 -5.3%
149 AXP American Express Co. Financial Services 2,281.0 $772K 0.04% NEW $338.25 -0.3%
150 NWS News Corp 26,426.0 $742K 0.04% NEW $28.06
151 ILMN Illumina Inc Healthcare 4,200.0 $738K 0.04% NEW $175.83 +27.0%
152 OWL Blue Owl Capital Inc Financial Services 83,116.0 $727K 0.04% NEW $8.75 +33.5%
153 PG Procter & Gamble Co. Consumer Defensive 4,901.0 $719K 0.04% NEW $146.64 -0.0%
154 TYL Tyler Technologies, Inc. Technology 2,384.0 $697K 0.04% NEW $292.46 +21.7%
155 PACS PACS Group Inc. Financial Services 16,301.0 $695K 0.04% NEW $42.64 +3.8%
156 WST West Pharmaceutical Services, Inc. Healthcare 1,897.0 $681K 0.04% NEW $359.00 -1.6%
157 TDG Transdigm Group Incorporated Industrials 505.0 $673K 0.04% NEW $1332.04 -10.0%
158 VIPS Vipshop Holdings Ltd Consumer Cyclical 50,429.0 $669K 0.04% NEW $13.26 +8.0%
159 BRBR Bellring Brands Inc Consumer Defensive 51,582.0 $667K 0.04% NEW $12.94 -16.2%
160 WLTH Wealthfront Corp. Technology 73,072.0 $653K 0.04% NEW $8.94 +4.8%
Page 8 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%