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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 28 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 BLMN Bloomin Brands Inc Consumer Cyclical 26,848.0 $245K 0.01% -18K -39.7% $9.14 +25.2%
542 TR Tootsie Roll Industries, Inc. Consumer Defensive 6,200.0 $245K 0.01% NEW $39.55 +4.8%
543 SYF Synchrony Financial Financial Services 3,201.0 $243K 0.01% NEW $76.05 +5.2%
544 PTC PTC Inc Technology 2,140.0 $243K 0.01% NEW $113.61 +35.8%
545 CMCSA Comcast Corp Communication Services 9,900.0 $243K 0.01% -26K -72.8% $24.55 +10.1%
546 ELAN Elanco Animal Health Inc Healthcare 9,850.0 $242K 0.01% NEW $24.61 -0.8%
547 MORN Morningstar Inc Financial Services 1,550.0 $242K 0.01% NEW $156.02 +39.4%
548 Iridium Communications Inc 4,400.0 $241K 0.01% NEW $54.85
549 LULU Lululemon Athletica inc. Consumer Cyclical 2,100.0 $240K 0.01% NEW $114.18 +7.5%
550 NYT New York Times Co. Communication Services 3,421.0 $239K 0.01% NEW $69.98 -3.6%
551 GNW Genworth Financial Inc Financial Services 25,150.0 $238K 0.01% +15K +136.3% $9.47 +4.4%
552 KNSL Kinsale Capital Group Inc Financial Services 720.0 $237K 0.01% NEW $329.81 +19.9%
553 PRU Prudential Financial Inc. Financial Services 2,200.0 $237K 0.01% NEW $107.93 +13.7%
554 VITL Vital Farms Inc Consumer Defensive 20,300.0 $236K 0.01% NEW $11.63 -4.7%
555 ARW Arrow Electronics Inc. Technology 1,100.0 $235K 0.01% -1K -50.0% $213.41 -5.4%
556 DAL Delta Air Lines, Inc. Industrials 2,500.0 $234K 0.01% NEW $93.66 -11.9%
557 CARS Cars.com Consumer Cyclical 21,388.0 $234K 0.01% -2K -8.9% $10.94 +13.0%
558 MSI Motorola Solutions Inc Technology 561.0 $233K 0.01% -824.0 -59.5% $415.29 +15.9%
559 Stubhub Holdings Inc. 18,101.0 $233K 0.01% NEW $12.87
560 MRCY Mercury Systems Inc Industrials 1,900.0 $232K 0.01% NEW $122.33 -26.8%
Page 28 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%