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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 12 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FANG Diamondback Energy Inc Energy 8,904.0 $1.6M 0.09% NEW $175.78 +17.0%
222 UDR UDR Inc Real Estate 39,051.0 $1.6M 0.09% NEW $39.92 -3.8%
223 GSAT Globalstar Inc. Communication Services 19,100.0 $1.6M 0.09% NEW $81.29 +1.0%
224 MNST Monster Beverage Corp. Consumer Defensive 16,100.0 $1.5M 0.09% NEW $96.12 -49.1%
225 NFLX Netflix Inc. Communication Services 21,610.0 $1.5M 0.09% +5K +28.2% $71.40 +12.1%
226 IIIN Insteel Industries, Inc. Industrials 50,800.0 $1.5M 0.09% NEW $30.20 +0.1%
227 SSNC SS&C Technologies Holdings Inc Technology 24,709.0 $1.5M 0.09% +4K +17.7% $62.05 +34.6%
228 HSY Hershey Company Consumer Defensive 8,723.0 $1.5M 0.09% +3K +63.9% $175.45 +8.3%
229 FTV Fortive Corp Technology 24,550.0 $1.5M 0.08% NEW $61.09 -1.0%
230 NXE NexGen Energy Ltd Energy 158,200.0 $1.5M 0.08% $9.39 +16.4%
231 STT State Street Corp. Financial Services 8,757.0 $1.5M 0.08% +2K +35.7% $169.60 +12.6%
232 COMP Compass Inc Technology 120,201.0 $1.5M 0.08% NEW $12.33 -6.3%
233 MRNA Moderna Inc Healthcare 20,976.0 $1.5M 0.08% -34K -62.1% $70.03 +98.3%
234 EA Electronic Arts, Inc. Communication Services 7,152.0 $1.5M 0.08% +485.0 +7.3% $205.04 +2.3%
235 AMP Ameriprise Financial Inc Financial Services 3,180.0 $1.5M 0.08% +2K +320.1% $458.76 +22.3%
236 FOX Fox Corporation 31,089.0 $1.5M 0.08% +25K +387.8% $46.84
237 RGLD Royal Gold, Inc. Basic Materials 7,284.0 $1.5M 0.08% -9K -54.2% $199.61 +32.1%
238 MRSH Marsh Financial Services 8,700.0 $1.5M 0.08% +5K +166.5% $166.67 +16.8%
239 SHW Sherwin-Williams Co. Basic Materials 4,200.0 $1.4M 0.08% NEW $344.32 +0.7%
240 ACM AECOM Industrials 20,550.0 $1.4M 0.08% +18K +699.3% $69.80 -6.9%
Page 12 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%