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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 10 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INTU Intuit Inc Technology 7,880.0 $2.1M 0.12% NEW $261.00 +41.7%
182 RKT Rocket Companies Inc Financial Services 130,200.0 $2.1M 0.12% NEW $15.75 -10.5%
183 EOG EOG Resources, Inc. Energy 15,680.0 $2.0M 0.11% +2K +15.5% $129.73 +15.8%
184 GEV GE Vernova Inc. Utilities 1,720.0 $2.0M 0.11% +604.0 +54.1% $1174.86 -19.8%
185 EQH Equitable Holdings Inc Financial Services 45,601.0 $2.0M 0.11% +38K +521.1% $43.88 +11.7%
186 ROP Roper Technologies Inc Industrials 5,900.0 $2.0M 0.11% NEW $338.39 +22.8%
187 NOW ServiceNow Inc Technology 19,951.0 $2.0M 0.11% NEW $99.28 +29.0%
188 MCK Mckesson Corporation Healthcare 2,600.0 $2.0M 0.11% +1K +120.5% $755.60 +15.6%
189 ODFL Old Dominion Freight Line, Inc. Industrials 9,000.0 $1.9M 0.11% +6K +194.6% $216.60 -7.0%
190 CF CF Industries Holdings Inc Basic Materials 17,999.0 $1.9M 0.11% $108.26 +19.4%
191 Z Zillow Group Inc Communication Services 61,669.0 $1.9M 0.11% NEW $31.52 +17.5%
192 CTAS Cintas Corporation Industrials 11,401.0 $1.9M 0.11% +9K +301.3% $170.08 +21.9%
193 HEI Heico Corp. Industrials 5,440.0 $1.9M 0.11% +3K +126.7% $356.19 -1.0%
194 SOFI SoFi Technologies Inc Financial Services 107,194.0 $1.9M 0.11% +61K +129.8% $17.93 +1.7%
195 CRWD Crowdstrike Holdings Inc Technology 2,513.0 $1.9M 0.11% NEW $190.79 -0.1%
196 IBKR Interactive Brokers Group Inc Financial Services 21,950.0 $1.9M 0.11% +10K +89.2% $87.04 +6.9%
197 AKAM Akamai Technologies Inc Technology 16,000.0 $1.9M 0.11% +9K +128.6% $118.21 -10.6%
198 SCHW Charles Schwab Corp. Financial Services 20,450.0 $1.9M 0.11% NEW $92.27 +23.2%
199 PNC PNC Financial Services Group Inc Financial Services 7,650.0 $1.9M 0.11% NEW $246.22 -1.0%
200 FISV Fiserv, Inc. Technology 38,000.0 $1.9M 0.10% -8K -17.8% $49.05 +8.0%
Page 10 of 33  ·  643 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%