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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 12 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MAA Mid-America Apartment Communities, Inc. Real Estate 4,800.0 $586K 0.10% NEW $122.12 +12.3%
222 ESTA Establishment Labs Holdings Inc Healthcare 10,300.0 $585K 0.10% NEW $56.78 +31.8%
223 UGI UGI Corp. Utilities 16,033.0 $584K 0.10% NEW $36.42 -4.7%
224 OneStream Inc. 24,200.0 $581K 0.10% NEW $24.00
225 TXN Texas Instruments Inc. Technology 2,948.0 $572K 0.10% NEW $194.14 +49.8%
226 MRSH Marsh & McLennan Cos., Inc. Financial Services 3,265.0 $566K 0.10% NEW $173.45 -6.3%
227 ROST Ross Stores, Inc. Consumer Cyclical 2,605.0 $564K 0.10% NEW $216.63 +5.0%
228 LUV Southwest Airlines Co Industrials 14,924.0 $561K 0.10% +8K +119.5% $37.57 +9.2%
229 LYFT Lyft Inc Technology 41,965.0 $558K 0.10% +13K +43.2% $13.30 +5.4%
230 ABVX Abivax Healthcare 5,000.0 $557K 0.09% NEW $111.35 -8.8%
231 CB Chubb Limited Financial Services 1,678.0 $547K 0.09% -4K -67.7% $325.93 -1.2%
232 AIG American International Group Inc Financial Services 7,159.0 $539K 0.09% -241.0 -3.3% $75.25 -1.5%
233 JHG Janus Henderson Group plc Financial Services 10,460.0 $537K 0.09% NEW $51.37 +0.9%
234 AER Aercap Holdings N.V. Industrials 3,900.0 $535K 0.09% NEW $137.18 -1.1%
235 EWBC East West Bancorp, Inc. Financial Services 5,000.0 $534K 0.09% NEW $106.76 +18.3%
236 BIPC Brookfield Infrastructure Corp. Utilities 13,500.0 $534K 0.09% NEW $39.52 +3.1%
237 CAH Cardinal Health, Inc. Healthcare 2,501.0 $528K 0.09% +1K +66.7% $211.31 -3.2%
238 GILD Gilead Sciences, Inc. Healthcare 3,791.0 $528K 0.09% NEW $139.37 -8.1%
239 LW Lamb Weston Holdings Inc Consumer Defensive 12,500.0 $528K 0.09% NEW $42.26 +0.8%
240 NVDA NVIDIA Corp Technology 3,000.0 $523K 0.09% -89K -96.8% $174.40 +19.6%
Page 12 of 30  ·  584 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%