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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 21 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TT Trane Technologies plc Industrials 960.0 $472K 0.03% +142.0 +17.4% $491.16 -7.7%
402 Rezolve AI PLC . 149,200.0 $470K 0.03% NEW $3.15
403 ATRO Astronics Corp. Industrials 5,757.0 $468K 0.03% NEW $81.26 -8.1%
404 HST Host Hotels & Resorts Inc Real Estate 19,701.0 $467K 0.03% NEW $23.71 -2.6%
405 DECK Deckers Outdoor Corp. Consumer Cyclical 4,700.0 $467K 0.03% +2K +108.2% $99.29 -10.2%
406 MCD McDonald`s Corp Consumer Cyclical 1,721.0 $465K 0.03% +278.0 +19.3% $270.31 -0.2%
407 PEP PepsiCo Inc Consumer Defensive 3,400.0 $460K 0.03% NEW $135.40 +5.1%
408 AXS Axis Capital Holdings Ltd Financial Services 4,260.0 $458K 0.03% +1K +39.2% $107.44 -7.6%
409 CZR Caesars Entertainment Inc Consumer Cyclical 15,000.0 $453K 0.03% $30.18 -1.6%
410 PFG Principal Financial Group Inc Financial Services 4,200.0 $453K 0.03% NEW $107.78 +3.1%
411 ALNT Allient Inc Technology 4,390.0 $452K 0.03% NEW $102.93 -8.6%
412 PSTG Everpure Inc. 5,702.0 $449K 0.03% NEW $78.79
413 SIRI Sirius XM Holdings Inc. Communication Services 15,079.0 $445K 0.03% NEW $29.54 -2.1%
414 DVN Devon Energy Corp. Energy 10,740.0 $444K 0.03% NEW $41.32 +14.1%
415 AEM Agnico Eagle Mines Ltd Basic Materials 2,850.0 $442K 0.03% NEW $155.13 +43.3%
416 COF Capital One Financial Corp. Financial Services 2,200.0 $441K 0.03% NEW $200.62 +8.4%
417 BX Blackstone Inc Financial Services 3,735.0 $439K 0.03% NEW $117.67 +21.4%
418 NBIX Neurocrine Biosciences, Inc. Healthcare 2,600.0 $438K 0.03% NEW $168.53 -8.9%
419 KRG Kite Realty Group Trust Real Estate 15,401.0 $437K 0.03% NEW $28.38 -7.3%
420 IQVIA Holdings Inc 2,251.0 $435K 0.02% NEW $193.22
Page 21 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%