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Portfolio (Quarterly) Guide ↗

Catalyst Funds Management Pty Ltd

· CIK 0001896150
13F Portfolio $591M AUM 586 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 403 New 108 Added 53 Reduced 149 Exited
Page 6 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NFLX Netflix Inc. Communication Services 16,856.0 $1.6M 0.27% NEW $96.15 -14.1%
102 Amcor Plc 40,276.0 $1.6M 0.27% NEW $39.75
103 PAYC Paycom Software Inc Technology 13,156.0 $1.6M 0.27% NEW $121.54 +11.7%
104 INFY Infosys Ltd Technology 116,664.0 $1.6M 0.27% NEW $13.51 -9.1%
105 FCNCA First Citizens Bancshares, Inc (NC) Financial Services 836.0 $1.6M 0.27% -14.0 -1.6% $1884.66 +10.1%
106 BTSG BrightSpring Health Services Inc Healthcare 36,800.0 $1.6M 0.27% $42.61 +39.0%
107 WIX Wix.com Ltd Technology 17,400.0 $1.6M 0.27% NEW $90.07 -46.5%
108 GM General Motors Company Consumer Cyclical 20,898.0 $1.6M 0.26% +9K +75.6% $74.50 +12.4%
109 MKL Markel Group Inc Financial Services 800.0 $1.5M 0.26% $1914.07 -6.2%
110 MLI Mueller Industries, Inc. Industrials 13,600.0 $1.5M 0.26% +2K +20.4% $110.80 +20.3%
111 ADI Analog Devices Inc. Technology 4,706.0 $1.5M 0.25% NEW $318.14 +27.0%
112 NXT Nextracker Inc Technology 12,404.0 $1.5M 0.25% NEW $120.55 +4.2%
113 CHRW C.H. Robinson Worldwide, Inc. Industrials 8,952.0 $1.5M 0.25% NEW $166.07 +13.3%
114 ED Consolidated Edison, Inc. Utilities 13,087.0 $1.5M 0.25% +487.0 +3.9% $113.18 -7.8%
115 WTRG Essential Utilities Inc Utilities 35,800.0 $1.4M 0.24% +28K +371.1% $40.27 -9.0%
116 SSNC SS&C Technologies Holdings Inc Technology 21,000.0 $1.4M 0.24% -700.0 -3.2% $67.57 +0.9%
117 FAST Fastenal Co. Industrials 30,460.0 $1.4M 0.24% NEW $46.40 -0.9%
118 JNJ Johnson & Johnson Healthcare 5,739.0 $1.4M 0.24% NEW $244.44 -5.0%
119 PEGA Pegasystems Inc. Technology 32,800.0 $1.4M 0.24% NEW $42.56 -17.5%
120 KR Kroger Co. Consumer Defensive 19,176.0 $1.4M 0.23% NEW $72.36 -13.0%
Page 6 of 30  ·  584 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 23.1%
Industrials 14.5%
Healthcare 13.5%
Financial Services 11.2%
Basic Materials 8.9%
Energy 8.2%
Communication Services 5.8%
Consumer Cyclical 5.4%
Consumer Defensive 5.2%
Real Estate 2.5%