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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 7 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BZ KANZHUN ADR REP 2 ORD Industrials 44,600.0 $909K 0.21% NEW $20.38 -35.5%
122 HCA HCA HEALTHCARE ORD Healthcare 1,920.0 $896K 0.21% NEW $466.86 -16.9%
123 HEICO CL A ORD 3,500.0 $884K 0.20% NEW $252.43
124 TAP MOLSON COORS BEVERAGE COMPA CL B ORD Consumer Defensive 18,800.0 $878K 0.20% NEW $46.68 -13.2%
125 CORZ CORE SCIENTIFIC ORD Technology 58,768.0 $856K 0.20% NEW $14.56 +90.9%
126 PH PARKER HANNIFIN ORD Industrials 960.0 $844K 0.20% NEW $878.96 +9.3%
127 HSIC HENRY SCHEIN ORD Healthcare 11,000.0 $831K 0.19% NEW $75.58 +9.6%
128 FTV FORTIVE ORD Technology 15,000.0 $828K 0.19% NEW $55.21 +9.4%
129 SOFI SOFI TECHNOLOGIES ORD Financial Services 31,145.0 $815K 0.19% NEW $26.18 -33.9%
130 CAT CATERPILLAR ORD Industrials 1,400.0 $802K 0.19% NEW $572.87 +73.6%
131 KLAC KLA ORD Technology 660.0 $802K 0.19% NEW $1215.08 -80.2%
132 ACI ALBERTSONS COMPANIES CL A ORD Consumer Defensive 46,400.0 $797K 0.18% NEW $17.17 -17.7%
133 CDE COEUR MINING ORD Basic Materials 42,700.0 $761K 0.18% NEW $17.83 -13.2%
134 DY DYCOM INDUSTRIES ORD Industrials 2,240.0 $757K 0.18% NEW $337.90 +43.1%
135 ASML ASML HOLDING ADR REP ORD Technology 700.0 $749K 0.17% NEW $1069.86 +64.8%
136 DAYFORCE ORD 10,800.0 $747K 0.17% NEW $69.16
137 USB US BANCORP ORD Financial Services 13,900.0 $742K 0.17% NEW $53.36 +12.6%
138 CHTR CHARTER COMMUNICATIONS CL A ORD Communication Services 3,480.0 $726K 0.17% NEW $208.75 -37.0%
139 SPXC SPX TECHNOLOGIES ORD Industrials 3,600.0 $720K 0.17% NEW $200.06 +18.6%
140 MOOG CL A ORD 2,900.0 $706K 0.16% NEW $243.55
Page 7 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%