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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 17 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 RMD RESMED INC Healthcare 33,859.0 $6.6M 0.04% +4K +11.8% $194.88 +19.3%
322 FFIV F5 INC Technology 15,801.0 $6.6M 0.04% +2K +10.7% $415.96 -8.9%
323 RVMD REVOLUTION MEDICINES INC Healthcare 35,035.0 $6.6M 0.04% +6K +21.6% $187.28 +13.0%
324 PPL PPL CORP Utilities 178,877.0 $6.5M 0.04% +15K +8.8% $36.35 -3.6%
325 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 84,423.0 $6.4M 0.04% +10K +14.1% $76.40 +2.3%
326 OTIS OTIS WORLDWIDE CORP Industrials 89,794.0 $6.4M 0.04% +9K +11.4% $71.60 +0.8%
327 TPL TEXAS PACIFIC LAND CORPORATI Energy 14,600.0 $6.4M 0.04% +2K +15.8% $437.64 -14.7%
328 ASTS AST SPACEMOBILE INC Technology 71,653.0 $6.4M 0.04% +14K +23.6% $88.86 -29.8%
329 MDB MONGODB INC Technology 18,914.0 $6.4M 0.04% +2K +12.1% $335.90 +19.9%
330 HSY HERSHEY CO Consumer Defensive 36,204.0 $6.4M 0.04% +6K +20.9% $175.45 +8.3%
331 VLTO VERALTO CORP Industrials 71,494.0 $6.3M 0.04% +19K +35.2% $88.68 +12.1%
332 DXCM DEXCOM INC Healthcare 93,394.0 $6.3M 0.04% +9K +10.4% $67.35 +35.2%
333 LYV LIVE NATION ENTERTAINMENT IN Communication Services 33,652.0 $6.2M 0.04% +3K +9.0% $183.11 +0.8%
334 NRG NRG ENERGY INC Utilities 41,978.0 $6.1M 0.04% +7K +19.6% $146.06 -23.5%
335 FICO FAIR ISAAC CORP Technology 5,124.0 $6.1M 0.04% +286.0 +5.9% $1194.78 -2.4%
336 CPRT COPART INC Industrials 215,458.0 $6.1M 0.04% +26K +13.6% $28.19 +18.0%
337 FTAI AVIATION LTD 22,298.0 $6.0M 0.04% +2K +11.9% $270.53
338 RF REGIONS FINANCIAL CORP NEW Financial Services 199,634.0 $6.0M 0.04% +12K +6.2% $30.20 +1.4%
339 ENTG ENTEGRIS INC Technology 33,454.0 $6.0M 0.04% +5K +15.8% $179.86 -23.1%
340 PSTG EVERPURE INC 76,342.0 $6.0M 0.04% +2K +2.2% $78.79
Page 17 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%