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 25 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CHE Chemed Corp. Healthcare 721.0 $336K 0.02% NEW $465.74 +16.0%
482 CLF Cleveland-Cliffs Inc Basic Materials 35,100.0 $330K 0.02% NEW $9.39 +21.6%
483 Flutter Entertainment Plc 3,200.0 $327K 0.02% NEW $102.17
484 MWA Mueller Water Products Inc Industrials 12,621.0 $326K 0.02% NEW $25.83 -3.7%
485 BFH Bread Financial Holdings Inc Financial Services 3,000.0 $325K 0.02% NEW $108.35 -0.6%
486 PAYX Paychex Inc. Industrials 3,300.0 $324K 0.02% -8K -70.1% $98.33 +27.2%
487 FNV Franco-Nevada Corporation Basic Materials 1,551.0 $323K 0.02% NEW $208.44 +30.5%
488 PSA Public Storage Real Estate 1,014.0 $323K 0.02% NEW $318.31 +1.1%
489 DRS Leonardo DRS Inc. Industrials 7,530.0 $321K 0.02% NEW $42.67 -9.2%
490 PODD Insulet Corporation Healthcare 2,101.0 $320K 0.02% NEW $152.25 -5.8%
491 UHT Universal Health Realty Income Trust Real Estate 7,202.0 $316K 0.02% NEW $43.86 -4.7%
492 FAST Fastenal Co. Industrials 6,561.0 $315K 0.02% -24K -78.5% $48.03 +5.4%
493 LAD Lithia Motors, Inc. Consumer Cyclical 1,081.0 $314K 0.02% NEW $290.49 +27.7%
494 RMD Resmed Inc. Healthcare 1,600.0 $312K 0.02% NEW $194.88 +21.2%
495 ICE Intercontinental Exchange Inc Financial Services 2,500.0 $308K 0.02% +1K +94.0% $123.11 +31.6%
496 VST Vistra Corp Utilities 1,900.0 $301K 0.02% NEW $158.63 -12.6%
497 OKTA Okta Inc Technology 2,183.0 $298K 0.02% -1K -37.9% $136.45 -3.8%
498 CFG Citizens Financial Group Inc Financial Services 4,250.0 $298K 0.02% -224.0 -5.0% $70.07 -0.3%
499 MOS Mosaic Company Basic Materials 14,000.0 $297K 0.02% NEW $21.19 +13.9%
500 MNRO Monro Inc Consumer Cyclical 17,100.0 $293K 0.02% NEW $17.11 -25.6%
Page 25 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%