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Portfolio (Quarterly) Guide ↗

IFM Investors Pty Ltd

· CIK 0001698246
13F Portfolio $12.0B AUM 689 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 100 New 425 Added 84 Reduced 20 Exited
Page 11 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AME AMETEK INC Industrials 46,691.0 $10.0M 0.08% +2K +3.4% $214.36 +10.8%
202 FERG FERGUSON ENTERPRISES INC Industrials 42,742.0 $10.0M 0.08% +894.0 +2.1% $233.26 +2.3%
203 EXR EXTRA SPACE STORAGE INC Real Estate 75,909.0 $10.0M 0.08% +2K +2.1% $131.13 +13.8%
204 AEE AMEREN CORP Utilities 90,487.0 $9.9M 0.08% +31K +51.8% $109.92 +7.6%
205 KEYS KEYSIGHT TECHNOLOGIES INC Technology 34,260.0 $9.7M 0.08% +1K +3.2% $282.37 +16.4%
206 EA ELECTRONIC ARTS INC Communication Services 46,976.0 $9.6M 0.08% +525.0 +1.1% $203.87 +0.7%
207 SNOW SNOWFLAKE INC Technology 63,225.0 $9.5M 0.08% +2K +3.1% $150.82 +65.1%
208 CENCORA INC 30,111.0 $9.5M 0.08% +1K +3.6% $314.14
209 EQT EQT CORP Energy 147,514.0 $9.4M 0.08% +4K +2.7% $63.64 -17.2%
210 CCI CROWN CASTLE INC Real Estate 114,709.0 $9.3M 0.08% +2K +2.2% $81.31 +1.6%
211 ROK ROCKWELL AUTOMATION INC Industrials 25,981.0 $9.3M 0.08% +1K +4.2% $358.88 +32.9%
212 TER TERADYNE INC Technology 31,350.0 $9.3M 0.08% +1K +5.0% $296.46 +47.4%
213 AMP AMERIPRISE FINL INC Financial Services 20,815.0 $9.3M 0.08% +1K +5.7% $444.40 +1.9%
214 CAH CARDINAL HEALTH INC Healthcare 42,962.0 $9.1M 0.08% +5K +14.7% $211.31 +12.6%
215 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 27,266.0 $9.0M 0.07% +1K +3.9% $330.87 -11.9%
216 KDP KEURIG DR PEPPER INC Consumer Defensive 341,885.0 $9.0M 0.07% +33K +10.5% $26.33 +26.9%
217 BDX BECTON DICKINSON & CO Healthcare 56,716.0 $8.9M 0.07% +2K +3.8% $157.23 -0.8%
218 F FORD MTR CO Consumer Cyclical 767,275.0 $8.9M 0.07% +14K +1.9% $11.54 +22.4%
219 AIG AMERICAN INTL GROUP INC Financial Services 116,757.0 $8.8M 0.07% +905.0 +0.8% $75.25 +0.4%
220 NDAQ NASDAQ INC Financial Services 103,347.0 $8.8M 0.07% +4K +4.5% $84.89 -7.5%
Page 11 of 22  ·  425 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 32.8%
Financial Services 11.1%
Communication Services 10.6%
Consumer Cyclical 9.9%
Healthcare 9.7%
Industrials 8.3%
Consumer Defensive 4.9%
Energy 4.2%
Real Estate 3.7%
Utilities 3.5%