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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 17 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DUK Duke Energy Corp. Utilities 2,602.0 $341K 0.06% NEW $130.94 -6.8%
322 AMPY Amplify Energy Corp. Energy 54,600.0 $341K 0.06% +12K +28.2% $6.24 -27.1%
323 TPC Tutor Perini Corp Industrials 4,400.0 $340K 0.06% NEW $77.19 -6.6%
324 PCAR Paccar Inc. Industrials 2,933.0 $339K 0.06% NEW $115.50 +2.5%
325 XRAY DENTSPLY Sirona Inc Healthcare 29,200.0 $339K 0.06% NEW $11.60 -11.6%
326 FOX Fox Corporation Communication Services 6,373.0 $338K 0.06% NEW $53.10 +13.6%
327 STX Seagate Technology Holdings Plc Technology 863.0 $338K 0.06% NEW $391.76 +123.8%
328 AMP Ameriprise Financial Inc Financial Services 757.0 $336K 0.06% -163.0 -17.7% $444.40 +1.1%
329 ULS UL Solutions Inc Industrials 3,900.0 $334K 0.06% NEW $85.71 +13.2%
330 DLTR Dollar Tree Inc Consumer Defensive 3,023.0 $331K 0.06% -277.0 -8.4% $109.51 -1.7%
331 OCGN Ocugen Inc Healthcare 180,600.0 $327K 0.06% NEW $1.81 -30.4%
332 CLX Clorox Co. Consumer Defensive 3,138.0 $325K 0.06% NEW $103.63 -8.2%
333 LXRX Lexicon Pharmaceuticals Inc Healthcare 207,900.0 $324K 0.06% +168K +415.9% $1.56 +20.5%
334 DVA DaVita Inc Healthcare 2,101.0 $323K 0.06% -3K -57.1% $153.69 +25.0%
335 CL Colgate-Palmolive Co. Consumer Defensive 3,777.0 $322K 0.06% NEW $85.23 +1.0%
336 MDGL Madrigal Pharmaceuticals Inc Healthcare 613.0 $321K 0.05% NEW $523.47 -10.7%
337 URG Ur-Energy Inc. Energy 214,324.0 $319K 0.05% -7K -3.1% $1.49 +9.4%
338 EFX Equifax, Inc. Industrials 1,767.0 $318K 0.05% NEW $180.07 -6.8%
339 Bunge Global SA 2,496.0 $317K 0.05% NEW $127.20
340 ARW Arrow Electronics Inc. Technology 2,200.0 $316K 0.05% NEW $143.41 +53.1%
Page 17 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%