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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 9 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ACGL ARCH CAPITAL GROUP ORD Financial Services 5,900.0 $566K 0.13% NEW $95.92 -6.6%
162 DVA DAVITA ORD Healthcare 4,900.0 $557K 0.13% NEW $113.61 +69.1%
163 PTCT PTC THERAPEUTICS ORD Healthcare 7,300.0 $555K 0.13% NEW $75.96 -6.7%
164 KINIKSA PHARMACEUTICALS INT CL A ORD 13,400.0 $553K 0.13% NEW $41.25
165 CCO CLEAR CHANNEL OUTDOOR HLDG ORD Communication Services 248,400.0 $549K 0.13% NEW $2.21 +8.6%
166 DOC HEALTHPEAK PROPERTIES ORD Real Estate 34,000.0 $547K 0.13% NEW $16.08 +22.9%
167 ADBE ADOBE ORD Technology 1,560.0 $546K 0.13% NEW $349.99 -30.0%
168 TKO TKO GROUP HOLDINGS CL A ORD Communication Services 2,600.0 $543K 0.13% NEW $209.00 -3.1%
169 CTSH COGNIZANT TECHNOLOGY SOLUTN CL A ORD Technology 6,500.0 $540K 0.12% NEW $83.00 -36.2%
170 NRGV ENERGY VAULT HOLDINGS ORD Utilities 116,760.0 $538K 0.12% NEW $4.61 +12.1%
171 VLO VALERO ENERGY ORD Energy 3,300.0 $537K 0.12% NEW $162.79 +58.7%
172 BK BANK OF NEW YORK MELLON ORD Financial Services 4,500.0 $522K 0.12% NEW $116.09 +20.3%
173 WAT WATERS ORD Healthcare 1,360.0 $517K 0.12% NEW $379.83 -4.3%
174 CCJ CAMECO ORD Energy 5,500.0 $503K 0.12% NEW $91.49 +15.2%
175 SPGI S&P GLOBAL ORD Financial Services 960.0 $502K 0.12% NEW $522.59 -20.2%
176 CRH PUBLIC LIMITED ORD 4,000.0 $499K 0.12% NEW $124.80
177 CAL CALERES ORD Consumer Cyclical 40,500.0 $493K 0.11% NEW $12.17 +12.0%
178 WERN WERNER ENTERPRISES ORD Industrials 16,400.0 $492K 0.11% NEW $30.01 +48.3%
179 REGN REGENERON PHARMACEUTICALS ORD Healthcare 630.0 $486K 0.11% NEW $771.87 -20.8%
180 DPZ DOMINOS PIZZA ORD Consumer Cyclical 1,120.0 $467K 0.11% NEW $416.82 -24.8%
Page 9 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%