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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 18 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AGI Alamos Gold Inc. Basic Materials 7,085.0 $315K 0.05% NEW $44.43 -19.3%
342 International Bancshares Corp. 4,656.0 $313K 0.05% NEW $67.29
343 DOC Healthpeak Properties Inc. Real Estate 19,063.0 $313K 0.05% -15K -43.9% $16.43 +20.3%
344 CARR Carrier Global Corp Industrials 5,520.0 $311K 0.05% NEW $56.31 +19.6%
345 AXS Axis Capital Holdings Ltd Financial Services 3,060.0 $310K 0.05% -600.0 -16.4% $101.41 -5.1%
346 EQIX Equinix Inc Real Estate 316.0 $310K 0.05% NEW $980.24 +8.4%
347 OMC Omnicom Group, Inc. Communication Services 4,038.0 $304K 0.05% -4K -50.1% $75.31 -0.3%
348 ATHM Autohome Inc Communication Services 17,500.0 $304K 0.05% NEW $17.37 +0.0%
349 LBRDK Liberty Broadband Corp Communication Services 6,030.0 $303K 0.05% $50.30 -38.4%
350 SO Southern Company Utilities 3,139.0 $303K 0.05% NEW $96.52 -5.4%
351 ORLY O`Reilly Automotive, Inc. Consumer Cyclical 3,260.0 $301K 0.05% NEW $92.31 -3.6%
352 DOV Dover Corp. Industrials 1,442.0 $301K 0.05% NEW $208.45 +3.7%
353 PSX Phillips 66 Energy 1,648.0 $300K 0.05% NEW $182.18 +0.7%
354 Hycroft Mining Holding Corporation 8,500.0 $299K 0.05% NEW $35.20
355 OLN Olin Corp. Basic Materials 10,000.0 $297K 0.05% NEW $29.73 -18.3%
356 RNR RenaissanceRe Holdings Ltd Financial Services 994.0 $295K 0.05% NEW $297.23 -5.1%
357 RIOT Riot Platforms Inc Financial Services 23,800.0 $294K 0.05% +8K +49.7% $12.36 +107.8%
358 GLNG Golar Lng Energy 5,400.0 $292K 0.05% NEW $54.11 -6.2%
359 AMT American Tower Corp. Real Estate 1,693.0 $292K 0.05% NEW $172.58 +9.6%
360 FHN First Horizon Corporation Financial Services 12,829.0 $292K 0.05% NEW $22.76 +6.6%
Page 18 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%