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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 9 of 30  ·  584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GEV GE Vernova Inc. Utilities 1,116.0 $974K 0.17% +516.0 +86.0% $872.90 +7.0%
162 CTRE CareTrust REIT Inc Real Estate 25,184.0 $923K 0.16% NEW $36.65 +0.7%
163 BWA BorgWarner Inc Consumer Cyclical 16,900.0 $917K 0.15% -44K -72.3% $54.26 +39.8%
164 BAX Baxter International Inc. Healthcare 54,300.0 $912K 0.15% NEW $16.80 +14.5%
165 SITM SiTime Corp Technology 2,613.0 $902K 0.15% NEW $345.35 +92.3%
166 NOC Northrop Grumman Corp. Industrials 1,303.0 $889K 0.15% NEW $682.24 -20.7%
167 IDCC Interdigital Inc Technology 2,886.0 $872K 0.15% NEW $302.00 -15.4%
168 HII Huntington Ingalls Industries Inc Industrials 2,294.0 $871K 0.15% +1K +186.8% $379.90 -23.1%
169 MAR Marriott International, Inc. Consumer Cyclical 2,660.0 $870K 0.15% NEW $327.07 +19.7%
170 FFIV F5 Inc Technology 3,000.0 $868K 0.15% NEW $289.33 +36.9%
171 AMGN AMGEN Inc. Healthcare 2,453.0 $863K 0.15% +473.0 +23.9% $351.85 -1.7%
172 CINF Cincinnati Financial Corp. Financial Services 5,400.0 $850K 0.14% NEW $157.35 +3.1%
173 FRT Federal Realty Investment Trust. Real Estate 8,000.0 $850K 0.14% NEW $106.21 +15.0%
174 BSY Bentley Systems Inc Technology 24,048.0 $845K 0.14% -4K -12.8% $35.12 -6.0%
175 ACMR ACM Research Inc Technology 21,300.0 $838K 0.14% NEW $39.35 +104.8%
176 AGNC AGNC Investment Corp Real Estate 82,835.0 $831K 0.14% -2K -2.7% $10.03 +0.8%
177 STT State Street Corp. Financial Services 6,452.0 $817K 0.14% NEW $126.56 +27.9%
178 PM Philip Morris International Inc Consumer Defensive 4,922.0 $814K 0.14% NEW $165.34 +6.5%
179 CTRA Coterra Energy Inc Energy 23,158.0 $814K 0.14% NEW $35.14 -7.3%
180 ADM Archer Daniels Midland Co. Consumer Defensive 11,175.0 $812K 0.14% NEW $72.69 +10.4%
Page 9 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%