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Portfolio (Quarterly) Guide ↗

Catalyst Funds Management Pty Ltd

· CIK 0001896150
13F Portfolio $431M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 330 New
Page 14 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WCN WASTE CONNECTIONS ORD Industrials 1,400.0 $246K 0.06% NEW $175.36 -12.3%
262 EXACT SCIENCES ORD 2,400.0 $244K 0.06% NEW $101.56
263 ATI ATI ORD Industrials 2,100.0 $241K 0.06% NEW $114.76 +57.0%
264 ARIS ARIS MINING ORD Basic Materials 14,700.0 $239K 0.06% NEW $16.23 -4.5%
265 ADT ADT ORD Industrials 29,200.0 $236K 0.06% NEW $8.07 -17.3%
266 HTGC HERCULES CAPITAL ORD Financial Services 12,482.0 $235K 0.06% NEW $18.82 -19.1%
267 CZR CAESARS ENTERTAINMENT ORD Consumer Cyclical 10,000.0 $234K 0.05% NEW $23.39 +25.4%
268 VCYT VERACYTE ORD Healthcare 5,500.0 $232K 0.05% NEW $42.10 +12.3%
269 MCK MCKESSON ORD Healthcare 280.0 $230K 0.05% NEW $820.29 -6.5%
270 KGC KINROSS GOLD ORD Basic Materials 8,100.0 $228K 0.05% NEW $28.16 -8.2%
271 CNX CNX RESOURCES ORD Energy 6,200.0 $228K 0.05% NEW $36.77 -8.9%
272 DRD DRDGOLD ADR REP 10 ORD Basic Materials 7,300.0 $226K 0.05% NEW $31.01 -23.6%
273 MUSA MURPHY USA ORD Consumer Cyclical 560.0 $226K 0.05% NEW $403.52 +35.4%
274 EPAM EPAM SYSTEMS ORD Technology 1,100.0 $225K 0.05% NEW $204.88 -52.8%
275 CNO CNO FINANCIAL GROUP ORD Financial Services 5,300.0 $225K 0.05% NEW $42.47 +13.0%
276 GDDY GODADDY CL A ORD Technology 1,800.0 $223K 0.05% NEW $124.08 -35.0%
277 HAL HALLIBURTON ORD Energy 7,900.0 $223K 0.05% NEW $28.26 +43.3%
278 EIX EDISON INTERNATIONAL ORD Utilities 3,700.0 $222K 0.05% NEW $60.02 +18.0%
279 UHS UNIVERSAL HEALTH SERVICES CL B ORD Healthcare 1,006.0 $219K 0.05% NEW $218.02 -34.5%
280 LEIDOS HOLDINGS ORD 1,200.0 $216K 0.05% NEW $180.40
Page 14 of 17  ·  330 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 30.5%
Healthcare 13.4%
Financial Services 12.3%
Industrials 10.2%
Basic Materials 9.1%
Communication Services 7.1%
Consumer Cyclical 5.2%
Consumer Defensive 5.1%
Energy 4.4%
Utilities 1.8%