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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 7 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BK Bank Of New York Mellon Corp Financial Services 11,502.0 $1.4M 0.23% +7K +155.6% $118.63 +17.7%
122 EA Electronic Arts, Inc. Communication Services 6,667.0 $1.4M 0.23% +5K +433.4% $203.87 -0.3%
123 TRV Travelers Companies Inc. Financial Services 4,648.0 $1.4M 0.23% +4K +330.4% $291.68 +1.7%
124 BWXT BWX Technologies Inc Industrials 6,602.0 $1.4M 0.23% NEW $204.49 -8.3%
125 UNM Unum Group Financial Services 18,236.0 $1.3M 0.23% +15K +406.6% $73.03 +19.2%
126 CRS Carpenter Technology Corp. Industrials 3,366.0 $1.3M 0.23% NEW $394.15 +26.6%
127 AFL Aflac Inc. Financial Services 11,928.0 $1.3M 0.22% -5K -27.7% $109.71 +5.0%
128 SOLS Solstice Advanced Materials Inc Basic Materials 17,124.0 $1.3M 0.22% +9K +109.5% $76.16 +5.6%
129 SJM J.M. Smucker Co. Consumer Defensive 13,500.0 $1.3M 0.22% NEW $96.44 +5.5%
130 BPOP Popular Inc. Financial Services 9,669.0 $1.3M 0.22% +1K +13.8% $134.17 +14.5%
131 OKE Oneok Inc. Energy 14,099.0 $1.3M 0.22% NEW $90.39 -2.5%
132 HUBS HubSpot Inc Technology 5,080.0 $1.2M 0.21% +2K +49.4% $244.10 -14.7%
133 CI Cigna Group (The) Healthcare 4,591.0 $1.2M 0.21% NEW $266.75 +8.6%
134 TW Tradeweb Markets Inc Financial Services 10,400.0 $1.2M 0.21% $117.66 -16.5%
135 FN Fabrinet Technology 2,316.0 $1.2M 0.20% NEW $521.52 +19.6%
136 WDC Western Digital Corp. Technology 4,453.0 $1.2M 0.20% NEW $270.49 +94.8%
137 DOCU DocuSign Inc Technology 25,200.0 $1.2M 0.20% +22K +600.0% $47.41 -2.6%
138 CCO Clear Channel Outdoor Holdings Inc. Communication Services 502,800.0 $1.2M 0.20% +254K +102.4% $2.37 +1.3%
139 WEC WEC Energy Group Inc Utilities 10,146.0 $1.2M 0.20% NEW $115.77 -3.9%
140 F Ford Motor Co. Consumer Cyclical 99,486.0 $1.1M 0.19% NEW $11.54 +30.0%
Page 7 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%