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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 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OKTA Okta Inc Technology 2,183.0 $298K 0.02% -1K -37.9% $136.45 -4.0%
62 CFG Citizens Financial Group Inc Financial Services 4,250.0 $298K 0.02% -224.0 -5.0% $70.07 +0.2%
63 AMRX Amneal Pharmaceuticals Inc Healthcare 16,900.0 $293K 0.02% -4K -17.2% $17.31 +2.7%
64 YMM Full Truck Alliance Co Ltd Technology 34,492.0 $280K 0.02% -393K -91.9% $8.12 +3.8%
65 DT Dynatrace Inc Technology 6,301.0 $277K 0.02% -65K -91.2% $43.91 +11.7%
66 ACHC Acadia Healthcare Company Inc Healthcare 8,901.0 $263K 0.01% -3K -26.4% $29.53 -2.7%
67 SRPT Sarepta Therapeutics Inc Healthcare 14,200.0 $255K 0.01% -5K -26.0% $17.97 +0.9%
68 SUNB Sunbelt Rentals Holdings Inc. Financial Services 3,401.0 $254K 0.01% -73K -95.6% $74.81 +2.1%
69 APA APA Corporation Energy 7,750.0 $252K 0.01% -4K -34.6% $32.57 +31.9%
70 BXP BXP Inc. Real Estate 3,773.0 $250K 0.01% -15K -80.0% $66.31 +5.5%
71 MAA Mid-America Apartment Communities, Inc. Real Estate 1,800.0 $250K 0.01% -3K -62.5% $138.94 -4.2%
72 MTZ Mastec Inc. Industrials 600.0 $250K 0.01% -10K -94.2% $416.06 -38.6%
73 BEN Franklin Resources, Inc. Financial Services 7,450.0 $248K 0.01% -1K -13.9% $33.27 +4.1%
74 BLMN Bloomin Brands Inc Consumer Cyclical 26,848.0 $245K 0.01% -18K -39.7% $9.14 +25.2%
75 CMCSA Comcast Corp Communication Services 9,900.0 $243K 0.01% -26K -72.8% $24.55 +10.1%
76 ARW Arrow Electronics Inc. Technology 1,100.0 $235K 0.01% -1K -50.0% $213.41 -5.4%
77 CARS Cars.com Consumer Cyclical 21,388.0 $234K 0.01% -2K -8.9% $10.94 +13.0%
78 MSI Motorola Solutions Inc Technology 561.0 $233K 0.01% -824.0 -59.5% $415.29 +15.9%
79 CVSA Covista Inc. Consumer Cyclical 1,848.0 $230K 0.01% -4K -68.9% $124.66 +6.5%
80 BFAM Bright Horizons Family Solutions, Inc. Consumer Cyclical 3,248.0 $230K 0.01% -52.0 -1.6% $70.88 +4.5%
Page 4 of 5  ·  91 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%