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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 23 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 APD Air Products & Chemicals Inc. Basic Materials 737.0 $214K 0.04% NEW $290.49 -4.7%
442 Ryanair Holdings Plc 3,700.0 $214K 0.04% NEW $57.80
443 CVS CVS Health Corp Healthcare 2,977.0 $214K 0.04% NEW $71.82 +35.2%
444 OPEN Opendoor Technologies Inc Real Estate 45,600.0 $213K 0.04% NEW $4.68 -7.9%
445 SBCF Seacoast Banking Corp. Of Florida Financial Services 7,000.0 $212K 0.04% NEW $30.29 -0.4%
446 DGX Quest Diagnostics, Inc. Healthcare 1,065.0 $209K 0.04% NEW $195.98 +0.6%
447 LEU Centrus Energy Corp Energy 1,200.0 $208K 0.04% NEW $173.59 -5.7%
448 ROKU Roku Inc Communication Services 2,200.0 $208K 0.04% NEW $94.62 +30.6%
449 Ingersoll Rand Inc. 2,585.0 $207K 0.04% -22K -89.5% $80.12
450 POST Post Holdings Inc Consumer Defensive 2,094.0 $207K 0.04% NEW $98.86 -8.9%
451 BEN Franklin Resources, Inc. Financial Services 8,658.0 $205K 0.04% NEW $23.62 +32.9%
452 DOLE Dole plc Consumer Defensive 14,224.0 $203K 0.03% NEW $14.29 -4.2%
453 ICE Intercontinental Exchange Inc Financial Services 1,289.0 $203K 0.03% -11.0 -0.8% $157.28 -11.6%
454 NHI National Health Investors, Inc. Real Estate 2,500.0 $202K 0.03% NEW $80.86 -14.1%
455 SSRM SSR Mining Inc Basic Materials 6,856.0 $202K 0.03% NEW $29.40 -9.5%
456 ENSG Ensign Group Inc Healthcare 1,000.0 $202K 0.03% NEW $201.50 -22.4%
457 R Ryder System, Inc. Industrials 982.0 $201K 0.03% NEW $204.71 +32.4%
458 KRMN Karman Holdings Inc. Industrials 2,510.0 $201K 0.03% NEW $80.05 -38.0%
459 MAN ManpowerGroup Industrials 6,800.0 $200K 0.03% NEW $29.46 +10.1%
460 SXC SunCoke Energy Inc Energy 30,552.0 $199K 0.03% NEW $6.51 +39.9%
Page 23 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%