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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 16 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ROST Ross Stores, Inc. Consumer Cyclical 4,500.0 $958K 0.05% +2K +72.7% $212.85 +13.5%
302 GILD Gilead Sciences, Inc. Healthcare 7,400.0 $935K 0.05% +4K +95.2% $126.34 +16.1%
303 KR Kroger Co. Consumer Defensive 16,476.0 $915K 0.05% -3K -14.1% $55.53 +6.4%
304 PRMB Primo Brands Corp. Consumer Defensive 37,421.0 $915K 0.05% NEW $24.44 -5.8%
305 PCG PG&E Corp. Utilities 53,350.0 $897K 0.05% NEW $16.82 +7.7%
306 USB U.S. Bancorp. Financial Services 14,600.0 $882K 0.05% NEW $60.40 +3.3%
307 THC Tenet Healthcare Corp. Healthcare 4,700.0 $879K 0.05% -5K -50.4% $187.08 +48.9%
308 INGR Ingredion Inc Consumer Defensive 9,200.0 $871K 0.05% NEW $94.71 +12.1%
309 AVNW Aviat Networks Inc Technology 39,000.0 $866K 0.05% NEW $22.20 -6.9%
310 CPT Camden Property Trust Real Estate 7,552.0 $865K 0.05% NEW $114.49 -4.7%
311 PFSI PennyMac Financial Services Inc. Financial Services 9,900.0 $862K 0.05% NEW $87.10 -13.7%
312 Kiniksa Pharmaceuticals International Plc. 13,400.0 $857K 0.05% $63.95
313 BALL Ball Corp. Consumer Cyclical 13,650.0 $852K 0.05% NEW $62.40 +3.2%
314 EQR Equity Residential Properties Trust Real Estate 12,532.0 $851K 0.05% +6K +97.7% $67.93 -6.3%
315 LSCC Lattice Semiconductor Corp. Technology 5,548.0 $849K 0.05% NEW $152.96 -25.4%
316 DKNG DraftKings Inc. Consumer Cyclical 33,501.0 $846K 0.05% NEW $25.26 +2.8%
317 OVV Ovintiv Inc Energy 16,036.0 $844K 0.05% -2K -12.1% $52.65 +25.2%
318 SYK Stryker Corp. Healthcare 2,680.0 $844K 0.05% NEW $314.84 +4.1%
319 NTRS Northern Trust Corp. Financial Services 4,850.0 $843K 0.05% +3K +144.9% $173.84 +7.4%
320 GWW W.W. Grainger Inc. Industrials 616.0 $838K 0.05% NEW $1360.40 -2.8%
Page 16 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%