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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 17 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PKG PACKAGING CORP AMER Consumer Cyclical 21,778.0 $4.6M 0.04% +4K +23.4% $212.22 +13.8%
322 HUM HUMANA INC Healthcare 26,511.0 $4.6M 0.04% +1K +4.4% $173.39 +121.4%
323 EFX EQUIFAX INC Industrials 25,250.0 $4.5M 0.04% +1K +5.8% $180.07 -12.0%
324 DOW DOW HLDGS INC Basic Materials 109,144.0 $4.5M 0.04% +6K +6.1% $41.65 -30.3%
325 J JACOBS SOLUTIONS INC Industrials 35,468.0 $4.5M 0.04% +9K +32.9% $127.28 -1.2%
326 FSLR FIRST SOLAR INC Energy 22,390.0 $4.4M 0.04% +1K +4.7% $197.26 +21.2%
327 PSTG EVERPURE INC Technology 74,730.0 $4.4M 0.04% +5K +7.0% $59.04 +26.4%
328 ZM ZOOM COMMUNICATIONS INC Technology 53,489.0 $4.3M 0.04% +2K +4.4% $80.39 +7.6%
329 KEY KEYCORP Financial Services 213,357.0 $4.3M 0.04% +24K +13.0% $20.05 +16.0%
330 BBY BEST BUY INC Consumer Cyclical 66,157.0 $4.2M 0.04% +8K +13.7% $64.20 +21.0%
331 DOC HEALTHPEAK PROPERTIES INC Real Estate 258,497.0 $4.2M 0.04% +4K +1.4% $16.43 +31.2%
332 BURL BURLINGTON STORES INC Consumer Cyclical 12,989.0 $4.2M 0.04% +856.0 +7.1% $325.38 -1.4%
333 TYL TYLER TECHNOLOGIES INC Technology 12,254.0 $4.2M 0.04% +350.0 +2.9% $342.38 -14.0%
334 EVRG EVERGY INC Utilities 51,209.0 $4.2M 0.04% +2K +3.9% $81.92 +6.5%
335 STE STERIS PLC Healthcare 18,861.0 $4.2M 0.04% +616.0 +3.4% $221.13 -2.5%
336 MDB MONGODB INC Technology 16,871.0 $4.1M 0.03% +664.0 +4.1% $244.77 +28.3%
337 FFIV F5 INC Technology 14,268.0 $4.1M 0.03% +652.0 +4.8% $289.33 +36.4%
338 DECK DECKERS OUTDOOR CORP Consumer Cyclical 41,146.0 $4.1M 0.03% +3K +7.7% $100.09 +4.5%
339 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 44,468.0 $4.0M 0.03% +3K +7.7% $90.42 +3.0%
340 TROW PRICE T ROWE GROUP INC Financial Services 44,561.0 $4.0M 0.03% +2K +4.3% $90.14 +22.3%
Page 17 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%