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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 22 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LII Lennox International Inc Industrials 759.0 $435K 0.02% NEW $572.95 -31.6%
422 TEL TE Connectivity plc Technology 2,150.0 $433K 0.02% NEW $201.61 -0.4%
423 MAS Masco Corp. Industrials 5,300.0 $431K 0.02% NEW $81.37 -10.1%
424 ALGT Allegiant Travel Industrials 3,657.0 $430K 0.02% NEW $117.60 -30.4%
425 ONB Old National Bancorp Financial Services 16,500.0 $427K 0.02% NEW $25.90 -1.1%
426 HIG Hartford Insurance Group Inc.(The) Financial Services 3,217.0 $426K 0.02% -283.0 -8.1% $132.52 +4.1%
427 VLTO Veralto Corp Industrials 4,800.0 $426K 0.02% NEW $88.68 +11.2%
428 PRAA PRA Group Inc Financial Services 22,400.0 $425K 0.02% NEW $18.99 +4.2%
429 CRBG Corebridge Financial Inc. 14,741.0 $422K 0.02% NEW $28.63
430 VISN Vistance Networks Inc. Technology 32,900.0 $420K 0.02% +8K +31.1% $12.78 -15.5%
431 HPQ HP Inc Technology 18,950.0 $416K 0.02% NEW $21.94 +32.9%
432 DUOL Duolingo Inc Technology 3,600.0 $414K 0.02% NEW $115.02 +26.9%
433 YPF YPF Energy 9,100.0 $414K 0.02% NEW $45.47 +9.7%
434 CCK Crown Holdings, Inc. Consumer Cyclical 3,700.0 $414K 0.02% NEW $111.82 +6.5%
435 AMG Affiliated Managers Group Inc. Financial Services 1,220.0 $413K 0.02% NEW $338.40 +6.7%
436 TPR Tapestry Inc Consumer Cyclical 2,800.0 $410K 0.02% NEW $146.38 -11.1%
437 CATY Cathay General Bancorp Financial Services 6,572.0 $407K 0.02% -400.0 -5.7% $61.99 -0.1%
438 AWR American States Water Co. Utilities 4,914.0 $406K 0.02% NEW $82.63 +9.2%
439 BELFB Bel Fuse Inc. Technology 1,201.0 $400K 0.02% NEW $333.04 -25.0%
440 ABVX Abivax Healthcare 3,000.0 $400K 0.02% -2K -40.0% $133.26 -11.0%
Page 22 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%