BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 20 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CARR Carrier Global Corp Industrials 7,300.0 $535K 0.03% +2K +32.2% $73.35 -18.2%
382 ACMR ACM Research Inc Technology 4,200.0 $533K 0.03% -17K -80.3% $126.89 -39.0%
383 APH Amphenol Corp. Technology 3,001.0 $529K 0.03% NEW $176.32 -11.8%
384 MDLZ Mondelez International Inc. Consumer Defensive 9,101.0 $526K 0.03% +5K +112.3% $57.84 +11.9%
385 CW Curtiss-Wright Corp. Industrials 686.0 $520K 0.03% NEW $757.76 -18.8%
386 PSN Parsons Corp Industrials 9,850.0 $516K 0.03% NEW $52.39 -6.8%
387 BDX Becton Dickinson & Co. Healthcare 3,400.0 $515K 0.03% +2K +123.8% $151.33 +26.0%
388 WAT Waters Corp. Healthcare 1,360.0 $510K 0.03% +440.0 +47.8% $375.04 +9.5%
389 TLN Talen Energy Corp Utilities 1,327.0 $510K 0.03% -684.0 -34.0% $384.26 -20.5%
390 BMY Bristol-Myers Squibb Co. Healthcare 8,782.0 $506K 0.03% -33K -79.1% $57.62 +16.8%
391 AMH American Homes 4 Rent Real Estate 15,041.0 $504K 0.03% -21K -57.8% $33.52 +3.8%
392 DBX Dropbox Inc Technology 18,251.0 $501K 0.03% NEW $27.47 +27.0%
393 F Ford Motor Co. Consumer Cyclical 36,000.0 $500K 0.03% -63K -63.8% $13.90 +0.1%
394 TWI Titan International, Inc. Industrials 64,800.0 $500K 0.03% NEW $7.71 -8.8%
395 TRGP Targa Resources Corp Energy 1,858.0 $498K 0.03% +880.0 +90.0% $268.14 +9.7%
396 XYL Xylem Inc Industrials 4,203.0 $497K 0.03% NEW $118.21 -3.4%
397 VRSN Verisign Inc. Technology 1,950.0 $491K 0.03% NEW $251.56 +15.6%
398 PCAR Paccar Inc. Industrials 4,051.0 $487K 0.03% +1K +38.1% $120.12 +8.2%
399 ALL Allstate Corp (The) Financial Services 2,001.0 $476K 0.03% NEW $237.94 +9.4%
400 UAE iShares Trust 25,000.0 $475K 0.03% NEW $19.01 +3.3%
Page 20 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%