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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 14 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NEU NewMarket Corp. Basic Materials 720.0 $461K 0.08% NEW $640.95 +25.3%
262 SNA Snap-on, Inc. Industrials 1,258.0 $457K 0.08% NEW $363.22 +4.8%
263 VISN Vistance Networks Inc Technology 25,100.0 $457K 0.08% +9K +54.0% $18.20 -34.0%
264 Perimeter Solutions Inc. 18,700.0 $457K 0.08% +3K +19.9% $24.42
265 RDN Radian Group, Inc. Financial Services 13,786.0 $456K 0.08% NEW $33.08 +1.5%
266 LHX L3Harris Technologies Inc Industrials 1,309.0 $452K 0.08% NEW $345.15 -12.5%
267 BW Babcock & Wilcox Enterprises Inc Industrials 30,600.0 $450K 0.08% NEW $14.69 +8.1%
268 CTVA Corteva Inc Basic Materials 5,363.0 $449K 0.08% NEW $83.71 -9.4%
269 MCD McDonald`s Corp Consumer Cyclical 1,443.0 $448K 0.08% NEW $310.79 -10.6%
270 Damora Therapeutics Inc. 17,293.0 $448K 0.08% NEW $25.90
271 JBT Marel Corp. 3,500.0 $448K 0.08% NEW $127.87
272 TFC Truist Financial Corporation Financial Services 9,560.0 $439K 0.07% +4K +87.5% $45.97 +6.2%
273 MRK Merck & Co Inc Healthcare 3,616.0 $435K 0.07% -30K -89.4% $120.29 -0.6%
274 Entergy Corp. 3,861.0 $434K 0.07% NEW $112.36
275 VRTX Vertex Pharmaceuticals, Inc. Healthcare 965.0 $431K 0.07% +405.0 +72.3% $446.54 -0.8%
276 TSN Tyson Foods, Inc. Consumer Defensive 6,700.0 $429K 0.07% NEW $64.07 -11.1%
277 ON ON Semiconductor Corp. Technology 6,898.0 $427K 0.07% -23K -77.0% $61.92 +95.3%
278 CAL Caleres Inc Consumer Cyclical 40,500.0 $427K 0.07% $10.54 +29.3%
279 ALGM Allegro Microsystems Inc. Technology 13,500.0 $426K 0.07% NEW $31.53 +52.8%
280 RS Reliance Inc. Basic Materials 1,400.0 $425K 0.07% NEW $303.92 +30.4%
Page 14 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%