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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 16 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NTRS NORTHERN TR CORP Financial Services 36,793.0 $5.1M 0.04% +266.0 +0.7% $139.57 +24.6%
302 NRG NRG ENERGY INC Utilities 35,102.0 $5.1M 0.04% +4K +11.3% $146.14 +2.2%
303 PNR PENTAIR PLC Industrials 58,788.0 $5.1M 0.04% +7K +13.7% $87.11 -12.3%
304 JBL JABIL INC Technology 19,169.0 $5.1M 0.04% +537.0 +2.9% $265.63 +35.0%
305 CINF CINCINNATI FINL CORP Financial Services 32,204.0 $5.1M 0.04% +2K +6.3% $157.35 +17.0%
306 WSM WILLIAMS SONOMA INC Consumer Cyclical 27,707.0 $5.1M 0.04% +1K +4.6% $182.33 +31.2%
307 NU NU HLDGS LTD Financial Services 351,137.0 $5.0M 0.04% +9K +2.6% $14.37 -8.4%
308 DG DOLLAR GEN CORP Consumer Defensive 42,422.0 $5.0M 0.04% +266.0 +0.6% $118.73 +0.7%
309 STLD STEEL DYNAMICS INC Basic Materials 27,519.0 $5.0M 0.04% +2K +6.4% $180.00 +36.4%
310 RF REGIONS FINANCIAL CORP NEW Financial Services 187,988.0 $4.9M 0.04% +2K +1.0% $26.12 +15.1%
311 OMC OMNICOM GROUP INC Communication Services 64,793.0 $4.9M 0.04% +6K +10.3% $75.31 -2.9%
312 Q QNITY ELECTRONICS INC Technology 42,262.0 $4.9M 0.04% +1K +3.4% $115.38 +37.1%
313 ON ON SEMICONDUCTOR CORP Technology 76,450.0 $4.7M 0.04% +1K +1.4% $61.92 +46.4%
314 SMURFIT WESTROCK PLC 118,214.0 $4.7M 0.04% +25K +27.2% $39.85
315 LYV LIVE NATION ENTERTAINMENT IN Communication Services 30,879.0 $4.7M 0.04% +986.0 +3.3% $152.51 +17.7%
316 DTE DTE ENERGY CO Utilities 32,139.0 $4.7M 0.04% +1K +4.1% $146.22 +5.6%
317 LNT ALLIANT ENERGY CORP Utilities 65,336.0 $4.7M 0.04% +7K +12.9% $71.76 +7.7%
318 VLTO VERALTO CORP Industrials 52,868.0 $4.7M 0.04% +2K +3.1% $88.42 +1.5%
319 DGX QUEST DIAGNOSTICS INC Healthcare 23,777.0 $4.7M 0.04% +196.0 +0.8% $195.98 +7.1%
320 LH LABCORP HOLDINGS INC Healthcare 17,374.0 $4.6M 0.04% +660.0 +4.0% $266.81 +1.7%
Page 16 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%