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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 8 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WRB W.R. Berkley Corp. Financial Services 17,152.0 $1.1M 0.19% NEW $66.28 +0.7%
142 IAUX i-80 Gold Corp Basic Materials 740,045.0 $1.1M 0.19% +493K +199.9% $1.52 -7.9%
143 MOD Modine Manufacturing Co. Consumer Cyclical 5,175.0 $1.1M 0.19% +2K +48.9% $216.71 +27.0%
144 MPC Marathon Petroleum Corp Energy 4,554.0 $1.1M 0.19% +3K +153.0% $244.18 +9.0%
145 HSY Hershey Company Consumer Defensive 5,322.0 $1.1M 0.19% NEW $207.89 -15.4%
146 AFG American Financial Group Inc Financial Services 8,597.0 $1.1M 0.19% NEW $127.71 +2.6%
147 OVV Ovintiv Inc Energy 18,236.0 $1.1M 0.18% NEW $59.36 -2.4%
148 ELS Equity Lifestyle Properties Inc. Real Estate 16,900.0 $1.1M 0.18% NEW $62.42 -1.5%
149 CMCSA Comcast Corp Communication Services 36,400.0 $1.0M 0.18% +24K +203.3% $28.71 -17.2%
150 MCK Mckesson Corporation Healthcare 1,179.0 $1.0M 0.17% +899.0 +321.1% $865.36 -11.4%
151 PAYX Paychex Inc. Industrials 11,049.0 $1.0M 0.17% NEW $92.12 +7.4%
152 QXO QXO Inc. Industrials 52,370.0 $1.0M 0.17% $19.42 -20.0%
153 MTCH Match Group Inc. Communication Services 33,052.0 $1.0M 0.17% NEW $30.71 +11.3%
154 AMH American Homes 4 Rent Real Estate 35,600.0 $994K 0.17% NEW $27.92 +17.4%
155 HCA HCA Healthcare Inc Healthcare 2,074.0 $982K 0.17% +154.0 +8.0% $473.24 -23.6%
156 BXP BXP Inc. Real Estate 18,900.0 $981K 0.17% NEW $51.90 +24.3%
157 NE Noble Corp Plc Energy 19,984.0 $981K 0.17% +8K +61.2% $49.07 -4.3%
158 UBER Uber Technologies Inc Technology 13,611.0 $979K 0.17% NEW $71.93 -2.6%
159 Berkshire Hathaway Inc. 2,039.0 $977K 0.17% NEW $479.20
160 UCTT Ultra Clean Hldgs Inc Technology 15,700.0 $976K 0.17% NEW $62.18 +35.0%
Page 8 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%