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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 19 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CHD Church & Dwight Co., Inc. Consumer Defensive 3,120.0 $291K 0.05% NEW $93.32 +2.2%
362 BKNG Booking Holdings Inc Consumer Cyclical 69.0 $291K 0.05% NEW $4210.32 -96.1%
363 SIG Signet Jewelers Ltd Consumer Cyclical 3,428.0 $290K 0.05% NEW $84.64 -0.1%
364 RF Regions Financial Corp. Financial Services 11,075.0 $289K 0.05% NEW $26.12 +9.3%
365 USLM United States Lime & Minerals Inc. Basic Materials 2,200.0 $287K 0.05% NEW $130.61 -19.1%
366 XEL Xcel Energy, Inc. Utilities 3,600.0 $286K 0.05% NEW $79.44 -2.3%
367 CHTR Charter Communications Inc. Communication Services 1,323.0 $286K 0.05% -2K -62.0% $215.88 -38.8%
368 EXEL Exelixis Inc Healthcare 6,641.0 $285K 0.05% NEW $42.89 +20.6%
369 CION CION Invt Corp Financial Services 41,406.0 $283K 0.05% NEW $6.84 +0.4%
370 ACHC Acadia Healthcare Company Inc Healthcare 12,100.0 $283K 0.05% NEW $23.39 +8.3%
371 RJF Raymond James Financial, Inc. Financial Services 1,942.0 $281K 0.05% -458.0 -19.1% $144.79 +3.7%
372 VCYT Veracyte Inc Healthcare 8,700.0 $280K 0.05% +3K +58.2% $32.21 +46.8%
373 INFU InfuSystem Holdings Inc Healthcare 30,200.0 $279K 0.05% +12K +64.1% $9.23 -2.4%
374 AMBP Ardagh Metal Packaging S.A. Consumer Cyclical 68,592.0 $278K 0.05% NEW $4.05 -3.0%
375 OKTA Okta Inc Technology 3,513.0 $277K 0.05% -1K -28.3% $78.71 +48.5%
376 NTRS Northern Trust Corp. Financial Services 1,980.0 $276K 0.05% -720.0 -26.7% $139.57 +21.2%
377 HUN Huntsman Corp Basic Materials 20,704.0 $276K 0.05% NEW $13.31 +6.9%
378 ACGL Arch Capital Group Ltd Financial Services 2,864.0 $275K 0.05% -3K -51.5% $95.99 -6.6%
379 WAT Waters Corp. Healthcare 920.0 $274K 0.05% -440.0 -32.4% $297.80 +22.0%
380 CHYM Chime Financial Inc Financial Services 14,620.0 $274K 0.05% NEW $18.73 -6.2%
Page 19 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%