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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 8 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WWD Woodward Inc Industrials 6,921.0 $2.9M 0.17% -7K -48.9% $425.44 -21.7%
142 DE Deere & Co. Industrials 4,640.0 $2.9M 0.17% +3K +246.8% $634.33 +2.3%
143 ABT Abbott Laboratories Healthcare 32,301.0 $2.9M 0.16% NEW $90.74 +28.6%
144 FIX Comfort Systems USA, Inc. Industrials 1,470.0 $2.9M 0.16% NEW $1981.95 -18.8%
145 RCL Royal Caribbean Group Consumer Cyclical 9,120.0 $2.9M 0.16% +7K +379.8% $317.53 -7.7%
146 PGR Progressive Corp. Financial Services 13,250.0 $2.9M 0.16% NEW $218.45 +2.5%
147 HUBS HubSpot Inc Technology 15,858.0 $2.9M 0.16% +11K +212.2% $182.51 +33.8%
148 BK Bank Of New York Mellon Corp Financial Services 19,752.0 $2.9M 0.16% +8K +71.7% $144.61 -0.6%
149 INSM Insmed Inc Healthcare 26,200.0 $2.8M 0.16% NEW $106.62 +16.3%
150 PINS Pinterest Inc Communication Services 132,000.0 $2.8M 0.16% NEW $21.03 +11.6%
151 GDDY Godaddy Inc Technology 32,664.0 $2.8M 0.15% NEW $84.88 +18.4%
152 CTSH Cognizant Technology Solutions Corp. Technology 70,600.0 $2.7M 0.15% NEW $38.73 +60.6%
153 AIT Applied Industrial Technologies Inc. Industrials 8,000.0 $2.7M 0.15% -195.0 -2.4% $338.15 +0.2%
154 ECL Ecolab, Inc. Basic Materials 9,160.0 $2.6M 0.14% NEW $278.61 +3.0%
155 KMB Kimberly-Clark Corp. Consumer Defensive 23,200.0 $2.5M 0.14% -6K -21.4% $109.77 +1.5%
156 ZS Zscaler Inc Technology 17,850.0 $2.5M 0.14% NEW $141.15 +24.7%
157 UNM Unum Group Financial Services 28,086.0 $2.5M 0.14% +10K +54.0% $89.40 +0.1%
158 WMB Williams Cos Inc Energy 33,416.0 $2.5M 0.14% +30K +912.3% $74.34 -4.5%
159 MS Morgan Stanley Financial Services 11,850.0 $2.5M 0.14% +8K +215.5% $209.04 +2.4%
160 PAAS Pan American Silver Corp Basic Materials 55,254.0 $2.5M 0.14% +4K +8.1% $44.79 +19.7%
Page 8 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%