# Portfolio overlap — INSIX vs HSUAX

Comparing **Catalyst Insider Buying Fund** (2026-03-31) and **Rational Dynamic Brands Fund** (2026-03-31).

- Shared positions: 8
- Catalyst Insider Buying Fund covered by Rational Dynamic Brands Fund: 0.1271819468673383932936770070
- Rational Dynamic Brands Fund covered by Catalyst Insider Buying Fund: 0.1271819468673383932936770070

## Catalyst Insider Buying Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TEVA PHARMACEUTICAL IND ADR | 0.079410 |  |
| COMFORT SYSTEMS USA INC | 0.064001 |  |
| TALEN ENERGY CORP | 0.063482 |  |
| KINSALE CAPITAL GROUP INC | 0.044928 |  |
| PALOMAR HOLDINGS | 0.043522 |  |
| FLUOR CORP | 0.037589 |  |
| MEDPACE HOLDINGS INC | 0.036835 |  |
| Spotify Technology SA | 0.036259 | ✓ |
| ARISTA NETWORKS INC | 0.034586 |  |
| TRANSMEDICS GROUP INC | 0.034315 |  |
| MERCADOLIBRE INC | 0.032879 | ✓ |
| MARATHON PETROLEUM CORP | 0.031087 |  |
| SERVICENOW INC | 0.027497 | ✓ |
| FORTINET INC | 0.026734 |  |
| U.S. Treasury Bills | 0.025859 |  |
| STERLING INFRASTRUCTURE INC | 0.024546 |  |
| GIGACLOUD TECHNOLOGY INC COMMON STOCK USD.05 | 0.023987 |  |
| STONEX GROUP INC | 0.021788 |  |
| QUANTA SVCS INC | 0.020880 |  |
| MASTERCARD INC CL A | 0.020324 |  |
| ZETA GLOBAL HOLDINGS CORP | 0.020011 |  |
| BUMBLE INC CL A | 0.019753 |  |
| UBER TECHNOLOGIES INC | 0.015973 | ✓ |
| International General Insurance Holdings, Ltd. | 0.015850 |  |
| META PLATFORMS INC CL A | 0.015490 |  |
| PALO ALTO NETWORKS INC | 0.013755 |  |
| RAYMOND JAMES FINANCIAL INC. | 0.013720 |  |
| SYNOPSYS INC | 0.012012 |  |
| NAYAX LTD | 0.011885 |  |
| LPL FINL HLDGS INC | 0.011538 |  |
| O'REILLY AUTOMOTIVE INC | 0.011157 |  |
| TOAST INC-A | 0.011108 |  |
| ROBINHOOD MARKETS INC | 0.008130 |  |
| Opera Ltd. (Norway) | 0.007767 |  |
| IES HOLDINGS INC | 0.006757 |  |
| FIRST AM-TR OB-X | 0.006086 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.005880 |  |
| NASDAQ INC | 0.005582 |  |
| DEXCOM INC | 0.004858 |  |
| BADGER METER INC | 0.004370 |  |
| CLIMB GLOBAL SOLUTIONS INC | 0.004293 |  |
| ALLOT LTD COMMON STOCK | 0.004164 |  |
| ALPHABET INC CL A | 0.003985 | ✓ |
| DAVE INC | 0.003647 |  |
| INTUIT INC | 0.003345 |  |
| BROADCOM INC | 0.002594 | ✓ |
| TAT Technologies ORD NEW | 0.002357 |  |
| MSCI INC | 0.002085 |  |
| LEMAITRE VASCULAR INC | 0.002041 |  |
| XPEL INC | 0.001997 |  |

## Rational Dynamic Brands Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| APPLE INC | 0.066925 |  |
| AMAZON.COM INC | 0.054373 |  |
| NETFLIX INC | 0.053877 |  |
| MERCADOLIBRE INC | 0.051391 | ✓ |
| COSTCO WHOLESALE CORP | 0.051154 |  |
| ALPHABET INC CL A | 0.050441 | ✓ |
| Spotify Technology SA | 0.049807 | ✓ |
| WALMART INC | 0.049535 |  |
| UBER TECHNOLOGIES INC | 0.048367 | ✓ |
| FIRST AM-TR OB-X | 0.047846 | ✓ |
| Tencent Holdings Ltd. UNSP ADR EACH REP 1 ORD | 0.044913 |  |
| NVIDIA CORP | 0.043168 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.042814 |  |
| ALIBABA GROUP HOLDING LTD SPON ADR | 0.042278 |  |
| SERVICENOW INC | 0.038105 | ✓ |
| MICROSOFT CORP | 0.033527 | ✓ |
| GENERAL ELECTRIC CO | 0.033184 |  |
| GLOBAL X DEFENSE TECH ETF | 0.030375 |  |
| APOLLO GLOBAL MANAGEMENT INC | 0.026711 |  |
| APPLOVIN CORP | 0.025598 |  |
| NU Holdings Ltd/Cayman Islands | 0.021566 |  |
| PALANTIR TECHNOLOGIES INC | 0.021383 |  |
| HEICO CORP | 0.021377 |  |
| BLACKSTONE INC | 0.020843 |  |
| BROADCOM INC | 0.012065 | ✓ |
| SHOPIFY INC CL A | 0.009248 |  |
| CROWDSTRIKE HOLDINGS INC | 0.009131 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-007891` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1355064/000091047226007891/0000910472-26-007891-index.htm>
- N-PORT (fund B) — accession `0000910472-26-008456` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/810695/000091047226008456/0000910472-26-008456-index.htm>

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