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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 13 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RCL Royal Caribbean Group Consumer Cyclical 1,901.0 $523K 0.09% NEW $275.18 -1.2%
242 SLAB Silicon Laboratories Inc Technology 2,500.0 $520K 0.09% NEW $208.15 +4.8%
243 CGNX Cognex Corp. Technology 10,600.0 $519K 0.09% NEW $48.99 +27.4%
244 ZTS Zoetis Inc Healthcare 4,378.0 $518K 0.09% NEW $118.21 -33.3%
245 TPL Texas Pacific Land Corporation Energy 1,090.0 $517K 0.09% NEW $474.56 -16.5%
246 CBOE Cboe Global Markets Inc. Financial Services 1,838.0 $517K 0.09% NEW $281.07 -0.3%
247 RTX RTX Corp Industrials 2,652.0 $512K 0.09% -2K -47.0% $192.90 -7.4%
248 APA APA Corporation Energy 11,843.0 $503K 0.09% NEW $42.44 -11.3%
249 MEDP Medpace Holdings Inc Healthcare 1,040.0 $499K 0.09% NEW $480.19 -4.6%
250 LKQ LKQ Corp Consumer Cyclical 17,000.0 $499K 0.09% -15K -47.4% $29.37 -14.7%
251 KVYO Klaviyo Inc Technology 25,500.0 $496K 0.08% NEW $19.46 -21.8%
252 NWN Northwest Natural Holding Co Utilities 9,226.0 $491K 0.08% NEW $53.22 -8.1%
253 NKTR Nektar Therapeutics Healthcare 6,700.0 $482K 0.08% NEW $71.95 -21.3%
254 CTAS Cintas Corporation Industrials 2,841.0 $481K 0.08% NEW $169.14 +2.7%
255 SUI Sun Communities, Inc. Real Estate 3,800.0 $479K 0.08% -1K -20.8% $125.96 -3.0%
256 HIG Hartford Insurance Group Inc.(The) Financial Services 3,500.0 $473K 0.08% NEW $135.23 -5.6%
257 MOH Molina Healthcare Inc Healthcare 3,547.0 $473K 0.08% -5K -60.6% $133.30 +48.8%
258 TJX TJX Companies, Inc. Consumer Cyclical 2,957.0 $472K 0.08% NEW $159.70 +0.0%
259 ATMU Atmus Filtration Technologies Inc Industrials 8,254.0 $469K 0.08% NEW $56.77 -18.7%
260 ARX Accelerant Holdings Financial Services 34,900.0 $466K 0.08% NEW $13.36 +7.2%
Page 13 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%