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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 13 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AVB AVALONBAY CMNTYS INC Real Estate 53,838.0 $10.2M 0.07% +593.0 +1.1% $188.69 -2.5%
242 IDXX IDEXX LABS INC Healthcare 19,244.0 $10.1M 0.07% +1K +6.6% $526.44 +6.3%
243 YUM YUM BRANDS INC Consumer Cyclical 62,875.0 $10.1M 0.07% +7K +11.6% $159.86 -1.6%
244 LMT LOCKHEED MARTIN CORP Industrials 19,586.0 $10.0M 0.07% +3K +15.8% $509.46 +10.7%
245 EA ELECTRONIC ARTS INC Communication Services 48,619.0 $10.0M 0.07% +2K +3.5% $205.04 +2.3%
246 DVN DEVON ENERGY CORP NEW Energy 241,026.0 $10.0M 0.07% +79K +48.8% $41.32 +16.7%
247 MTB M & T BK CORP Financial Services 41,151.0 $9.8M 0.07% +3K +9.2% $238.01 +1.6%
248 AXON AXON ENTERPRISE INC Industrials 17,430.0 $9.8M 0.07% +1K +8.7% $560.61 +6.6%
249 CVNA CARVANA CO Consumer Cyclical 145,498.0 $9.6M 0.06% +118K +425.9% $65.82 +9.9%
250 VMC VULCAN MATLS CO Basic Materials 32,366.0 $9.5M 0.06% +5K +18.1% $295.01 -6.5%
251 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 279,547.0 $9.5M 0.06% +35K +14.4% $33.88 +9.0%
252 BDX BECTON DICKINSON & CO Healthcare 62,250.0 $9.4M 0.06% +6K +9.8% $151.33 +26.0%
253 EIX EDISON INTL Utilities 126,493.0 $9.4M 0.06% +14K +12.5% $74.45 -0.6%
254 EMR EMERSON ELEC CO Industrials 65,717.0 $9.4M 0.06% +2K +3.6% $143.15 +10.1%
255 CCI CROWN CASTLE INC Real Estate 123,973.0 $9.4M 0.06% +9K +8.1% $75.73 +0.9%
256 PRU PRUDENTIAL FINL INC Financial Services 86,860.0 $9.4M 0.06% +9K +11.9% $107.93 +13.7%
257 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 37,240.0 $9.3M 0.06% +699.0 +1.9% $249.98 -6.6%
258 AIG AMERICAN INTL GROUP INC Financial Services 124,747.0 $9.3M 0.06% +8K +6.8% $74.53 +3.8%
259 CBRE CBRE GROUP INC Real Estate 68,251.0 $9.2M 0.06% +6K +9.5% $134.69 +12.8%
260 CENCORA INC 32,166.0 $9.1M 0.06% +2K +6.8% $282.98
Page 13 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%