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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 16 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EQR Equity Residential Properties Trust Real Estate 6,340.0 $375K 0.06% NEW $59.15 +13.8%
302 XLB State Street Materials Select Sector SPDR ETF 7,500.0 $375K 0.06% NEW $49.97 -0.0%
303 CCI Crown Castle Inc Real Estate 4,600.0 $374K 0.06% NEW $81.31 +12.9%
304 ABNB Airbnb Inc Consumer Cyclical 2,959.0 $374K 0.06% NEW $126.28 +6.5%
305 JKHY Jack Henry & Associates, Inc. Technology 2,331.0 $368K 0.06% NEW $158.04 -20.0%
306 KMI Kinder Morgan Inc Energy 10,978.0 $368K 0.06% NEW $33.53 -6.7%
307 VIAV Viavi Solutions Inc Technology 11,000.0 $366K 0.06% NEW $33.28 +46.5%
308 QFIN Qifu Technology Inc. Financial Services 28,300.0 $365K 0.06% +16K +121.1% $12.91 +10.5%
309 NEE NextEra Energy Inc Utilities 3,923.0 $364K 0.06% NEW $92.88 -9.5%
310 ATAT Atour Lifestyle Holdings Ltd Consumer Cyclical 9,757.0 $359K 0.06% NEW $36.81 -10.0%
311 DD DuPont de Nemours Inc Basic Materials 7,796.0 $357K 0.06% NEW $45.80 +2.6%
312 ACLS Axcelis Technologies Inc Technology 3,800.0 $354K 0.06% NEW $93.08 +66.3%
313 PWR Quanta Services, Inc. Industrials 641.0 $352K 0.06% NEW $549.02 +26.4%
314 GIS General Mills, Inc. Consumer Defensive 9,449.0 $352K 0.06% NEW $37.22 -11.0%
315 TWLO Twilio Inc Communication Services 2,785.0 $350K 0.06% NEW $125.82 +68.9%
316 AWK American Water Works Co. Inc. Utilities 2,568.0 $349K 0.06% -4K -63.3% $136.09 -10.0%
317 CATY Cathay General Bancorp Financial Services 6,972.0 $348K 0.06% NEW $49.86 +17.1%
318 SMRT SmartRent Inc Technology 229,800.0 $345K 0.06% +126K +121.6% $1.50 -24.7%
319 KEYS Keysight Technologies Inc Technology 1,218.0 $344K 0.06% NEW $282.37 +17.4%
320 TT Trane Technologies plc Industrials 818.0 $341K 0.06% NEW $416.74 +10.1%
Page 16 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%