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Portfolio (Quarterly) Guide ↗

IFM Investors Pty Ltd

· CIK 0001698246
13F Portfolio $15.1B AUM 641 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 526 Added 59 Reduced 62 Exited
Page 10 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MCO MOODYS CORP Financial Services 32,802.0 $14.9M 0.10% +2K +5.8% $452.92 +12.9%
182 TRGP TARGA RES CORP Energy 55,074.0 $14.8M 0.10% +6K +12.5% $268.14 +9.7%
183 ALAB ASTERA LABS INC Technology 30,562.0 $14.8M 0.10% +4K +16.7% $483.02 -42.5%
184 ABNB AIRBNB INC Consumer Cyclical 101,767.0 $14.6M 0.10% +14K +15.6% $143.10 +32.9%
185 MPWR MONOLITHIC PWR SYS INC Technology 10,473.0 $14.5M 0.10% +904.0 +9.4% $1382.36 -7.0%
186 IRM IRON MTN INC DEL Real Estate 113,862.0 $14.4M 0.10% +8K +7.8% $126.31 -4.1%
187 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 48,977.0 $14.4M 0.10% +2K +3.5% $293.18 +4.5%
188 VLO VALERO ENERGY CORP Energy 54,895.0 $14.3M 0.10% +4K +7.3% $260.44 +32.9%
189 LNG CHENIERE ENERGY INC Energy 59,781.0 $14.3M 0.10% +3K +4.6% $239.01 +17.5%
190 WBD WARNER BROS DISCOVERY INC Communication Services 534,940.0 $14.3M 0.09% +68K +14.5% $26.66 +7.7%
191 LITE LUMENTUM HLDGS INC Technology 16,601.0 $14.2M 0.09% +2K +13.2% $858.06 -3.3%
192 TGT TARGET CORP Consumer Defensive 109,022.0 $14.2M 0.09% +15K +15.9% $130.61 +30.1%
193 HCA HCA HEALTHCARE INC Healthcare 35,839.0 $14.0M 0.09% +2K +6.9% $389.89 +10.1%
194 WEC WEC ENERGY GROUP INC Utilities 119,219.0 $13.9M 0.09% +14K +13.2% $116.77 -7.9%
195 KEYS KEYSIGHT TECHNOLOGIES INC Technology 39,728.0 $13.9M 0.09% +5K +16.0% $350.07 -11.3%
196 ENTERGY CORP NEW 120,836.0 $13.9M 0.09% +7K +6.2% $114.86
197 FLEX FLEX LTD Technology 85,480.0 $13.9M 0.09% +3K +4.0% $162.07 -34.2%
198 PCAR PACCAR INC Industrials 114,327.0 $13.7M 0.09% +13K +12.8% $120.12 +8.2%
199 CARR CARRIER GLOBAL CORPORATION Industrials 184,995.0 $13.6M 0.09% +7K +3.9% $73.35 -18.2%
200 ALL ALLSTATE CORP Financial Services 57,017.0 $13.6M 0.09% +6K +11.9% $237.94 +9.4%
Page 10 of 27  ·  526 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 39.2%
Financial Services 10.6%
Consumer Cyclical 9.7%
Healthcare 9.4%
Industrials 7.8%
Communication Services 7.5%
Consumer Defensive 4.4%
Real Estate 3.4%
Utilities 3.2%
Energy 3.2%