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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 23 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SYY Sysco Corp. Consumer Defensive 4,751.0 $397K 0.02% NEW $83.58 -0.1%
442 Thomson-Reuters Corp 4,800.0 $392K 0.02% NEW $81.67
443 PSKY Paramount Skydance Corp. Communication Services 39,416.0 $389K 0.02% NEW $9.86 +8.2%
444 CWT California Water Service Group Utilities 7,980.0 $388K 0.02% NEW $48.65 +4.0%
445 International Bancshares Corp. 5,056.0 $384K 0.02% +400.0 +8.6% $75.95
446 Janus Living Inc. 13,300.0 $382K 0.02% NEW $28.74
447 TGTX TG Therapeutics Inc Healthcare 6,950.0 $382K 0.02% NEW $54.94 +0.9%
448 PM Philip Morris International Inc Consumer Defensive 2,100.0 $380K 0.02% -3K -57.3% $180.91 +7.2%
449 BWXT BWX Technologies Inc Industrials 1,951.0 $380K 0.02% -5K -70.5% $194.65 -23.1%
450 T AT&T, Inc. Communication Services 18,300.0 $379K 0.02% -77K -80.7% $20.70 +24.5%
451 BOKF BOK Financial Corp. Financial Services 2,700.0 $375K 0.02% NEW $138.88 -0.2%
452 NVR NVR Inc. Consumer Cyclical 55.0 $375K 0.02% NEW $6813.40 -5.6%
453 AMSC American Superconductor Corp. Industrials 9,000.0 $374K 0.02% NEW $41.51 -28.6%
454 EMR Emerson Electric Co. Industrials 2,601.0 $372K 0.02% NEW $143.15 +8.3%
455 Life360 Inc. 6,719.0 $372K 0.02% +55.0 +0.8% $55.36
456 Carnival Corporation Ltd. 13,007.0 $372K 0.02% NEW $28.57
457 MIDD Middleby Corp. Industrials 2,150.0 $370K 0.02% NEW $172.01 -33.7%
458 AIG American International Group Inc Financial Services 4,950.0 $369K 0.02% -2K -30.9% $74.53 +2.5%
459 CDW CDW Corp Technology 2,601.0 $366K 0.02% NEW $140.64 +1.0%
460 EME Emcor Group, Inc. Industrials 440.0 $365K 0.02% NEW $829.88 -10.8%
Page 23 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%