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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 15 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MTB M & T Bank Corp Financial Services 4,550.0 $1.1M 0.06% +2K +56.2% $238.01 +1.6%
282 PYPL PayPal Holdings Inc Financial Services 24,801.0 $1.1M 0.06% NEW $43.18 +42.8%
283 TSCO Tractor Supply Co. Consumer Cyclical 33,700.0 $1.1M 0.06% NEW $31.61 +13.6%
284 AVB Avalonbay Communities Inc. Real Estate 5,602.0 $1.1M 0.06% NEW $188.69 -65.1%
285 INVH Invitation Homes Inc Real Estate 34,201.0 $1.0M 0.06% NEW $30.21 +0.8%
286 UPS United Parcel Service, Inc. Industrials 9,601.0 $1.0M 0.06% -13K -57.3% $107.50 -4.4%
287 OMF OneMain Holdings Inc Financial Services 16,882.0 $1.0M 0.06% +13K +301.9% $60.97 +3.1%
288 ATHM Autohome Inc Communication Services 54,083.0 $1.0M 0.06% +37K +209.1% $19.03 +14.8%
289 ROIV Roivant Sciences Ltd Healthcare 29,072.0 $1.0M 0.06% +4K +16.1% $35.39 +2.7%
290 ZWS Zurn Elkay Water Solutions Corp Industrials 20,287.0 $1.0M 0.06% NEW $50.53 -3.3%
291 VOYA Voya Financial Inc Financial Services 11,300.0 $1.0M 0.06% +1K +13.0% $90.53 +9.5%
292 CL Colgate-Palmolive Co. Consumer Defensive 11,100.0 $1.0M 0.06% +7K +193.9% $91.68 +0.9%
293 CTRE CareTrust REIT Inc Real Estate 25,184.0 $1.0M 0.06% $40.35 -1.7%
294 MLI Mueller Industries, Inc. Industrials 8,260.0 $1.0M 0.06% -5K -39.3% $122.93 -48.4%
295 JBL Jabil Inc Technology 2,600.0 $1.0M 0.06% NEW $385.48 -20.9%
296 HD Home Depot, Inc. Consumer Cyclical 2,800.0 $988K 0.06% NEW $352.68 -4.3%
297 U-Haul Holding Company 17,070.0 $985K 0.06% +9K +100.8% $57.70
298 UHS Universal Health Services, Inc. Healthcare 6,500.0 $966K 0.05% NEW $148.69 +18.6%
299 CI Cigna Group (The) Healthcare 3,480.0 $959K 0.05% -1K -24.2% $275.68 +1.7%
300 IDXX Idexx Laboratories, Inc. Healthcare 1,821.0 $959K 0.05% NEW $526.44 +6.3%
Page 15 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%