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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 13 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MLM MARTIN MARIETTA MATLS INC Basic Materials 13,020.0 $7.7M 0.06% +1K +12.6% $588.68 +4.7%
242 PRU PRUDENTIAL FINL INC Financial Services 77,613.0 $7.6M 0.06% +2K +2.2% $97.69 +10.8%
243 ROP ROPER TECHNOLOGIES INC Industrials 21,040.0 $7.4M 0.06% +672.0 +3.3% $353.86 -4.4%
244 ACGL ARCH CAP GROUP LTD Financial Services 77,513.0 $7.4M 0.06% +3K +3.8% $95.99 +1.6%
245 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 104,403.0 $7.4M 0.06% +2K +2.4% $71.18 -7.6%
246 SYF SYNCHRONY FINANCIAL Financial Services 109,072.0 $7.4M 0.06% +2K +1.6% $68.02 +15.6%
247 COIN COINBASE GLOBAL INC Financial Services 42,269.0 $7.4M 0.06% +3K +8.6% $174.61 -14.6%
248 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 244,364.0 $7.4M 0.06% +7K +2.8% $30.12 +10.3%
249 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 36,541.0 $7.2M 0.06% +2K +5.7% $197.50 +20.8%
250 INSM INSMED INC Healthcare 42,740.0 $7.0M 0.06% +3K +6.4% $163.52 -36.8%
251 NUE NUCOR CORP Basic Materials 41,296.0 $7.0M 0.06% +2K +3.9% $169.10 +41.8%
252 DDOG DATADOG INC Technology 59,049.0 $7.0M 0.06% +1K +2.2% $118.05 +103.1%
253 MCHP MICROCHIP TECHNOLOGY INC. Technology 106,105.0 $6.9M 0.06% +6K +6.3% $64.61 +36.1%
254 KVUE KENVUE INC Consumer Defensive 396,701.0 $6.8M 0.06% +5K +1.3% $17.24 +11.0%
255 AXON AXON ENTERPRISE INC Industrials 16,042.0 $6.8M 0.06% +956.0 +6.3% $424.69 +9.5%
256 RMD RESMED INC Healthcare 30,271.0 $6.8M 0.06% +1K +4.5% $224.48 -10.8%
257 TPR TAPESTRY INC Consumer Cyclical 48,018.0 $6.8M 0.06% +3K +7.4% $141.11 +3.5%
258 RBLX ROBLOX CORP Technology 118,418.0 $6.7M 0.06% +8K +6.9% $56.56 -15.9%
259 MSTR STRATEGY INC Technology 52,880.0 $6.6M 0.06% +2K +4.5% $124.80 -34.0%
260 SE SEA LTD Consumer Cyclical 79,651.0 $6.6M 0.06% +6K +8.2% $82.81 +10.3%
Page 13 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%