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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 9 of 18  ·  357 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PB Prosperity Bancshares Inc. Financial Services 8,800.0 $643K 0.04% NEW $73.03 -0.4%
162 FSLY Fastly Inc Technology 34,500.0 $633K 0.04% NEW $18.36 +24.9%
163 TPG TPG Inc Financial Services 15,593.0 $632K 0.04% NEW $40.55 +30.3%
164 JBHT J.B. Hunt Transport Services, Inc. Industrials 2,151.0 $623K 0.04% NEW $289.43 -10.2%
165 MNDY Monday.Com Ltd Technology 8,587.0 $622K 0.04% NEW $72.39 +30.2%
166 VMC Vulcan Materials Co Basic Materials 2,080.0 $614K 0.03% NEW $295.01 -6.5%
167 Ralliant Corp. 8,200.0 $604K 0.03% NEW $73.63
168 ANET Arista Networks Inc Technology 3,501.0 $595K 0.03% NEW $169.88 +10.8%
169 TAL TAL Education Group Consumer Defensive 61,098.0 $585K 0.03% NEW $9.57 +20.0%
170 TTD Trade Desk Inc Technology 32,300.0 $584K 0.03% NEW $18.08 -26.6%
171 EXPD Expeditors International Of Washington, Inc. Industrials 3,400.0 $554K 0.03% NEW $162.98 +15.2%
172 TROW T. Rowe Price Group Inc. Financial Services 4,851.0 $552K 0.03% NEW $113.69 -1.2%
173 CNC Centene Corp. Healthcare 8,450.0 $542K 0.03% NEW $64.19 +2.3%
174 BLK Blackrock Inc. Financial Services 561.0 $539K 0.03% NEW $961.56 +21.9%
175 BHR Braemar Hotels & Resorts Inc Real Estate 248,980.0 $538K 0.03% NEW $2.16 -5.1%
176 APH Amphenol Corp. Technology 3,001.0 $529K 0.03% NEW $176.32 -11.8%
177 CW Curtiss-Wright Corp. Industrials 686.0 $520K 0.03% NEW $757.76 -18.8%
178 PSN Parsons Corp Industrials 9,850.0 $516K 0.03% NEW $52.39 -6.8%
179 DBX Dropbox Inc Technology 18,251.0 $501K 0.03% NEW $27.47 +27.0%
180 TWI Titan International, Inc. Industrials 64,800.0 $500K 0.03% NEW $7.71 -8.8%
Page 9 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%