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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 27 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ETD Ethan Allen Interiors, Inc. Consumer Cyclical 12,051.0 $269K 0.01% NEW $22.34 +4.2%
522 NCLH Norwegian Cruise Line Holdings Ltd Consumer Cyclical 12,501.0 $264K 0.01% NEW $21.11 -18.4%
523 ACHC Acadia Healthcare Company Inc Healthcare 8,901.0 $263K 0.01% -3K -26.4% $29.53 -2.7%
524 ESS Essex Property Trust, Inc. Real Estate 901.0 $263K 0.01% NEW $291.59 +0.7%
525 OXM Oxford Industries, Inc. Consumer Cyclical 7,500.0 $262K 0.01% NEW $34.87 +4.8%
526 DINO HF Sinclair Corp. Energy 3,750.0 $261K 0.01% NEW $69.65 +36.7%
527 ZBH Zimmer Biomet Holdings Inc Healthcare 3,000.0 $258K 0.01% NEW $86.09 +17.3%
528 CART Maplebear Inc. Consumer Cyclical 5,450.0 $258K 0.01% NEW $47.35 +9.4%
529 YUM Yum Brands Inc. Consumer Cyclical 1,600.0 $256K 0.01% NEW $159.86 -1.6%
530 SRPT Sarepta Therapeutics Inc Healthcare 14,200.0 $255K 0.01% -5K -26.0% $17.97 +0.9%
531 SUNB Sunbelt Rentals Holdings Inc. Financial Services 3,401.0 $254K 0.01% -73K -95.6% $74.81 +2.1%
532 Flagstar Bank NA 17,000.0 $254K 0.01% NEW $14.94
533 APA APA Corporation Energy 7,750.0 $252K 0.01% -4K -34.6% $32.57 +31.9%
534 BXP BXP Inc. Real Estate 3,773.0 $250K 0.01% -15K -80.0% $66.31 +5.5%
535 MAA Mid-America Apartment Communities, Inc. Real Estate 1,800.0 $250K 0.01% -3K -62.5% $138.94 -4.2%
536 MTZ Mastec Inc. Industrials 600.0 $250K 0.01% -10K -94.2% $416.06 -38.6%
537 IVZ Invesco Ltd Financial Services 9,453.0 $249K 0.01% NEW $26.39 +23.0%
538 FIGR Figure Technology Solutions Inc. Financial Services 8,096.0 $249K 0.01% NEW $30.71 +25.8%
539 BEN Franklin Resources, Inc. Financial Services 7,450.0 $248K 0.01% -1K -13.9% $33.27 +4.1%
540 SXC SunCoke Energy Inc Energy 30,552.0 $246K 0.01% $8.05 +19.4%
Page 27 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%