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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 9 of 33  ·  643 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TKO TKO Group Holdings Inc Communication Services 12,257.0 $2.5M 0.14% NEW $201.31 -3.9%
162 BIIB Biogen Inc Healthcare 11,400.0 $2.5M 0.14% -570.0 -4.8% $216.06 +1.0%
163 FCNCA First Citizens Bancshares, Inc (NC) Financial Services 1,155.0 $2.4M 0.14% +319.0 +38.2% $2080.79 +4.9%
164 ORCL Oracle Corp. Technology 16,100.0 $2.4M 0.13% NEW $146.55 -2.8%
165 Corpay Inc. 7,061.0 $2.4M 0.13% NEW $333.27
166 ELV Elevance Health Inc Healthcare 6,040.0 $2.3M 0.13% NEW $386.73 +4.1%
167 ITW Illinois Tool Works, Inc. Industrials 8,560.0 $2.3M 0.13% NEW $270.47 +5.0%
168 MSCI MSCI Inc Financial Services 4,065.0 $2.3M 0.13% +3K +238.8% $560.04 +2.0%
169 DOV Dover Corp. Industrials 10,150.0 $2.3M 0.13% +9K +603.9% $224.28 -9.2%
170 ADBE Adobe Inc Technology 11,101.0 $2.3M 0.13% +4K +48.5% $205.02 +34.8%
171 WM Waste Management, Inc. Industrials 10,100.0 $2.3M 0.13% NEW $222.88 +1.6%
172 TMO Thermo Fisher Scientific Inc. Healthcare 4,360.0 $2.2M 0.12% NEW $501.36 +25.4%
173 IT Gartner, Inc. Technology 16,850.0 $2.2M 0.12% NEW $129.62 +56.4%
174 PPG PPG Industries, Inc. Basic Materials 17,651.0 $2.1M 0.12% NEW $121.29 -6.6%
175 ORLY O`Reilly Automotive, Inc. Consumer Cyclical 22,700.0 $2.1M 0.12% +19K +596.3% $92.09 -1.5%
176 TMUS T-Mobile US Inc Communication Services 12,400.0 $2.1M 0.12% +1K +10.8% $167.73 +8.9%
177 ALB Albemarle Corp. Basic Materials 15,300.0 $2.1M 0.12% +596.0 +4.0% $135.03 +4.8%
178 NWSA News Corp Communication Services 83,064.0 $2.1M 0.12% +73K +765.2% $24.83 +23.9%
179 LPLA LPL Financial Holdings Inc Financial Services 7,320.0 $2.1M 0.12% -10K -57.1% $281.68 +29.3%
180 SouthState Bank Corp. 20,600.0 $2.1M 0.12% +800.0 +4.0% $99.90
Page 9 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%