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Portfolio (Quarterly) Guide ↗

Catalyst Funds Management Pty Ltd

· CIK 0001896150
13F Portfolio $431M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 330 New
Page 5 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ALGN ALIGN TECHNOLOGY ORD Healthcare 8,300.0 $1.3M 0.30% NEW $156.15 +10.2%
82 CDW CDW ORD Technology 9,500.0 $1.3M 0.30% NEW $136.20 -1.0%
83 ASTRAZENECA ADR REP 0.5 ORD 14,000.0 $1.3M 0.30% NEW $91.93
84 MA MASTERCARD CL A ORD Financial Services 2,200.0 $1.3M 0.29% NEW $570.88 -14.9%
85 ED CONSOLIDATED EDISON ORD Utilities 12,600.0 $1.3M 0.29% NEW $99.32 +5.0%
86 BMRN BIOMARIN PHARMACEUTICAL ORD Healthcare 20,800.0 $1.2M 0.29% NEW $59.43 -4.8%
87 IQ IQIYI ADS REP 7 CL A ORD Communication Services 627,600.0 $1.2M 0.28% NEW $1.92 -45.3%
88 OC OWENS CORNIING ORD Industrials 10,737.0 $1.2M 0.28% NEW $111.91 +6.5%
89 AXP AMERICAN EXPRESS ORD Financial Services 3,240.0 $1.2M 0.28% NEW $369.95 -15.6%
90 EXPAND ENERGY ORD 10,700.0 $1.2M 0.27% NEW $110.36
91 AMAT APPLIED MATERIAL ORD Technology 4,584.0 $1.2M 0.27% NEW $256.99 +91.5%
92 T AT&T ORD Communication Services 45,300.0 $1.1M 0.26% NEW $24.84 -9.4%
93 TW TRADEWEB MARKETS CL A ORD Financial Services 10,400.0 $1.1M 0.26% NEW $107.54 -8.6%
94 CRM SALESFORCE ORD Technology 4,200.0 $1.1M 0.26% NEW $264.91 -31.1%
95 QCOM QUALCOMM ORD Technology 6,423.0 $1.1M 0.26% NEW $171.05 +27.3%
96 CYBER ARK SOFTWARE ORD 2,440.0 $1.1M 0.25% NEW $446.06
97 MSEX MIDDLESEX WATER ORD Utilities 21,488.0 $1.1M 0.25% NEW $50.42 +4.4%
98 AMRIZE ORD 20,000.0 $1.1M 0.25% NEW $54.08
99 IT GARTNER ORD Technology 4,280.0 $1.1M 0.25% NEW $252.28 -36.4%
100 BPOP POPULAR ORD Financial Services 8,500.0 $1.1M 0.25% NEW $124.52 +23.4%
Page 5 of 17  ·  330 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 30.5%
Healthcare 13.4%
Financial Services 12.3%
Industrials 10.2%
Basic Materials 9.1%
Communication Services 7.1%
Consumer Cyclical 5.2%
Consumer Defensive 5.1%
Energy 4.4%
Utilities 1.8%