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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 15 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FDX Fedex Corp Industrials 1,182.0 $421K 0.07% NEW $356.18 -7.3%
282 SRPT Sarepta Therapeutics Inc Healthcare 19,200.0 $418K 0.07% +10K +102.1% $21.76 -28.5%
283 HON Honeywell International Inc Industrials 1,844.0 $417K 0.07% NEW $226.03 -6.3%
284 STRL Sterling Infrastructure Inc Industrials 1,020.0 $415K 0.07% +320.0 +45.7% $407.27 +119.0%
285 SBET SharpLink Gaming Inc. Financial Services 64,000.0 $413K 0.07% NEW $6.45 -14.4%
286 VICR Vicor Corp. Technology 2,545.0 $410K 0.07% NEW $161.00 +70.8%
287 KO Coca-Cola Co Consumer Defensive 5,375.0 $409K 0.07% NEW $76.05 +4.6%
288 IAG Iamgold Corp. Basic Materials 21,515.0 $405K 0.07% +9K +74.9% $18.82 -17.1%
289 AtaiBeckley Inc. 113,400.0 $401K 0.07% NEW $3.54
290 FCX Freeport-McMoRan Inc Basic Materials 6,826.0 $401K 0.07% NEW $58.78 +8.7%
291 CZR Caesars Entertainment Inc Consumer Cyclical 15,000.0 $396K 0.07% +5K +50.0% $26.43 +10.9%
292 MMM 3M Co. Industrials 2,726.0 $396K 0.07% -15K -84.2% $145.23 +5.9%
293 UI Ubiquiti Inc Technology 500.0 $395K 0.07% NEW $790.29 -27.5%
294 SOUN SoundHound AI Inc Technology 57,400.0 $394K 0.07% NEW $6.87 +9.0%
295 SNCY Sun Country Airlines Holdings Inc Industrials 23,600.0 $390K 0.07% NEW $16.52 -2.1%
296 ONTO Onto Innovation Inc. Technology 1,900.0 $390K 0.07% NEW $205.07 +31.2%
297 HLI Houlihan Lokey Inc Financial Services 2,700.0 $388K 0.07% NEW $143.62 -4.5%
298 MHK Mohawk Industries, Inc. Consumer Cyclical 3,900.0 $384K 0.07% $98.46 +3.0%
299 U-Haul Holding Company 8,500.0 $380K 0.06% $44.67
300 UPST Upstart Holdings Inc Financial Services 14,800.0 $380K 0.06% NEW $25.65 +20.9%
Page 15 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%