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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 13 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SUI Sun Communities, Inc. Real Estate 11,943.0 $1.4M 0.08% +8K +214.3% $119.91 +2.9%
242 APOS Apollo Global Management Inc 12,100.0 $1.4M 0.08% NEW $118.31
243 WDAY Workday Inc Technology 11,500.0 $1.4M 0.08% NEW $122.42 +62.7%
244 ROKU Roku Inc Communication Services 10,100.0 $1.4M 0.08% +8K +359.1% $138.14 +14.5%
245 HRL Hormel Foods Corp. Consumer Defensive 56,000.0 $1.4M 0.08% NEW $24.82 -2.9%
246 MAR Marriott International, Inc. Consumer Cyclical 3,681.0 $1.4M 0.08% +1K +38.4% $370.59 -2.8%
247 POOL Pool Corporation Industrials 6,300.0 $1.4M 0.08% NEW $214.90 -12.4%
248 SNPS Synopsys, Inc. Technology 3,001.0 $1.3M 0.07% NEW $446.07 -11.6%
249 AMT American Tower Corp. Real Estate 8,151.0 $1.3M 0.07% +6K +381.4% $163.57 +9.1%
250 ZBRA Zebra Technologies Corp. Technology 5,050.0 $1.3M 0.07% NEW $263.26 +38.0%
251 STLD Steel Dynamics Inc. Basic Materials 5,650.0 $1.3M 0.07% NEW $229.46 -0.1%
252 MKSI MKS Inc. Technology 2,900.0 $1.3M 0.07% NEW $444.80 -39.5%
253 VRT PUT Vertiv Holdings Co Industrials 119,000.0 $1.3M 0.07% NEW $10.76 +2270.5%
254 AON Aon plc. Financial Services 3,840.0 $1.3M 0.07% NEW $331.69 +8.3%
255 TPL Texas Pacific Land Corporation Energy 2,880.0 $1.3M 0.07% +2K +164.2% $437.64 -14.7%
256 MTCH Match Group Inc. Communication Services 33,052.0 $1.3M 0.07% $38.05 +9.7%
257 CMI Cummins Inc. Industrials 1,761.0 $1.3M 0.07% NEW $713.21 -19.9%
258 CB Chubb Limited Financial Services 3,641.0 $1.2M 0.07% +2K +117.0% $340.74 +1.5%
259 APP Applovin Corp Technology 2,400.0 $1.2M 0.07% NEW $515.23 -42.0%
260 HUM Humana Inc. Healthcare 3,101.0 $1.2M 0.07% NEW $397.22 -2.7%
Page 13 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%