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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 14 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IEX Idex Corporation Industrials 5,427.0 $1.2M 0.07% +2K +67.7% $226.95 +1.5%
262 SOLV Solventum Corp Healthcare 15,896.0 $1.2M 0.07% NEW $77.15 +18.7%
263 JKHY Jack Henry & Associates, Inc. Technology 8,649.0 $1.2M 0.07% +6K +271.0% $137.74 +26.0%
264 BROS Dutch Bros Inc Consumer Cyclical 16,571.0 $1.2M 0.07% +1K +7.8% $71.81 -28.9%
265 MPC Marathon Petroleum Corp Energy 4,650.0 $1.2M 0.07% +96.0 +2.1% $255.67 +38.8%
266 SNX TD Synnex Corp Technology 4,444.0 $1.2M 0.07% NEW $267.34 -6.0%
267 MET Metlife Inc Financial Services 14,002.0 $1.2M 0.07% +10K +263.7% $84.61 +13.3%
268 MMM 3M Co. Industrials 7,301.0 $1.2M 0.07% +5K +167.8% $161.91 +10.8%
269 BR Broadridge Financial Solutions, Inc. Technology 8,600.0 $1.2M 0.07% NEW $136.95 +35.0%
270 WRB W.R. Berkley Corp. Financial Services 16,652.0 $1.2M 0.07% -500.0 -2.9% $70.53 -2.9%
271 BLDR Builders Firstsource Inc Industrials 13,100.0 $1.2M 0.07% NEW $89.48 -22.5%
272 ASTS AST SpaceMobile Inc Technology 13,156.0 $1.2M 0.07% NEW $88.86 -30.2%
273 Block Inc 15,300.0 $1.2M 0.07% NEW $76.00
274 Moog, Inc. 2,740.0 $1.2M 0.07% -3K -51.1% $423.84
275 CPB Campbells Co (The) Consumer Defensive 50,301.0 $1.1M 0.06% NEW $22.27 +5.4%
276 ABNB Airbnb Inc Consumer Cyclical 7,751.0 $1.1M 0.06% +5K +161.9% $143.10 +33.1%
277 OXY Occidental Petroleum Corp. Energy 22,600.0 $1.1M 0.06% +19K +584.9% $48.57 +20.3%
278 GDYN Grid Dynamics Holdings Inc Technology 192,001.0 $1.1M 0.06% NEW $5.68 +38.6%
279 PHM PulteGroup Inc Consumer Cyclical 7,901.0 $1.1M 0.06% NEW $137.21 -4.6%
280 MO Altria Group Inc. Consumer Defensive 15,054.0 $1.1M 0.06% -29K -65.5% $71.95 -5.4%
Page 14 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%