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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 19 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 JBHT J.B. Hunt Transport Services, Inc. Industrials 2,151.0 $623K 0.04% NEW $289.43 -10.2%
362 MNDY Monday.Com Ltd Technology 8,587.0 $622K 0.04% NEW $72.39 +30.2%
363 VMC Vulcan Materials Co Basic Materials 2,080.0 $614K 0.03% NEW $295.01 -6.5%
364 EWBC East West Bancorp, Inc. Financial Services 4,700.0 $607K 0.03% -300.0 -6.0% $129.09 -0.1%
365 Ralliant Corp. 8,200.0 $604K 0.03% NEW $73.63
366 CCO Clear Channel Outdoor Holdings Inc. Communication Services 248,401.0 $601K 0.03% -254K -50.6% $2.42 -2.5%
367 ANET Arista Networks Inc Technology 3,501.0 $595K 0.03% NEW $169.88 +10.8%
368 TAL TAL Education Group Consumer Defensive 61,098.0 $585K 0.03% NEW $9.57 +20.0%
369 TTD Trade Desk Inc Technology 32,300.0 $584K 0.03% NEW $18.08 -26.6%
370 UNP Union Pacific Corp. Industrials 2,100.0 $571K 0.03% -931.0 -30.7% $272.00 +13.9%
371 VCYT Veracyte Inc Healthcare 9,650.0 $567K 0.03% +950.0 +10.9% $58.73 -29.4%
372 Perimeter Solutions Inc. 15,600.0 $556K 0.03% -3K -16.6% $35.65
373 EXPD Expeditors International Of Washington, Inc. Industrials 3,400.0 $554K 0.03% NEW $162.98 +15.2%
374 TROW T. Rowe Price Group Inc. Financial Services 4,851.0 $552K 0.03% NEW $113.69 -1.2%
375 RJF Raymond James Financial, Inc. Financial Services 3,600.0 $547K 0.03% +2K +85.4% $152.03 +16.2%
376 FFIV F5 Inc Technology 1,308.0 $544K 0.03% -2K -56.4% $415.96 -8.9%
377 CNC Centene Corp. Healthcare 8,450.0 $542K 0.03% NEW $64.19 +2.3%
378 LW Lamb Weston Holdings Inc Consumer Defensive 12,500.0 $540K 0.03% $43.18 +26.9%
379 BLK Blackrock Inc. Financial Services 561.0 $539K 0.03% NEW $961.56 +21.9%
380 BHR Braemar Hotels & Resorts Inc Real Estate 248,980.0 $538K 0.03% NEW $2.16 -5.1%
Page 19 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%