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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 12 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 F FORD MTR CO Consumer Cyclical 858,428.0 $11.9M 0.08% +91K +11.9% $13.90 +0.1%
222 AZO AUTOZONE INC Consumer Cyclical 3,714.0 $11.9M 0.08% +334.0 +9.9% $3195.94 -5.8%
223 NI NISOURCE INC Utilities 245,956.0 $11.7M 0.08% +23K +10.2% $47.55 -14.1%
224 FITB FIFTH THIRD BANCORP Financial Services 205,107.0 $11.6M 0.08% +29K +16.5% $56.37 -2.6%
225 EBAY EBAY INC. Consumer Cyclical 103,030.0 $11.5M 0.08% +8K +7.9% $111.75 -4.2%
226 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 141,136.0 $11.5M 0.08% +10K +7.7% $81.16 -9.4%
227 EXR EXTRA SPACE STORAGE INC Real Estate 78,580.0 $11.4M 0.08% +3K +3.5% $145.30 +0.7%
228 CAH CARDINAL HEALTH INC Healthcare 47,946.0 $11.4M 0.07% +5K +11.6% $237.56 -2.2%
229 MCHP MICROCHIP TECHNOLOGY INC. Technology 122,165.0 $11.1M 0.07% +16K +15.1% $91.20 -18.6%
230 HUM HUMANA INC Healthcare 27,762.0 $11.0M 0.07% +1K +4.7% $397.22 -2.7%
231 ED CONSOLIDATED EDISON INC Utilities 99,470.0 $11.0M 0.07% +6K +6.7% $110.63 -2.6%
232 FERG FERGUSON ENTERPRISES INC Industrials 45,766.0 $10.9M 0.07% +3K +7.1% $237.33 -0.4%
233 ADSK AUTODESK INC Technology 54,781.0 $10.7M 0.07% +2K +3.3% $194.42 +30.9%
234 NKE NIKE INC Consumer Cyclical 258,298.0 $10.6M 0.07% +23K +9.6% $41.05 -0.7%
235 CNP CENTERPOINT ENERGY INC Utilities 240,728.0 $10.6M 0.07% +45K +23.0% $44.04 -11.2%
236 AMP AMERIPRISE FINL INC Financial Services 22,936.0 $10.5M 0.07% +2K +10.2% $458.76 +22.3%
237 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 308,054.0 $10.5M 0.07% +44K +16.5% $34.00 +11.9%
238 NUE NUCOR CORP Basic Materials 46,957.0 $10.5M 0.07% +6K +13.7% $222.75 +9.8%
239 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 38,300.0 $10.4M 0.07% +4K +13.2% $271.95 -18.1%
240 PCG PG&E CORP Utilities 618,969.0 $10.4M 0.07% +51K +9.1% $16.82 +7.7%
Page 12 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%