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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 19 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NU NU HLDGS LTD Financial Services 416,580.0 $5.6M 0.04% +65K +18.6% $13.36 +10.5%
362 DTE DTE ENERGY CO Utilities 36,460.0 $5.6M 0.04% +4K +13.4% $152.37 -11.0%
363 LH LABCORP HOLDINGS INC Healthcare 19,626.0 $5.5M 0.04% +2K +13.0% $280.00 +21.2%
364 WDAY WORKDAY INC Technology 44,813.0 $5.5M 0.04% +3K +6.7% $122.42 +62.7%
365 MTD METTLER TOLEDO INTERNATIONAL Healthcare 4,271.0 $5.5M 0.04% +417.0 +10.8% $1277.51 +9.5%
366 DG DOLLAR GEN CORP Consumer Defensive 47,311.0 $5.4M 0.04% +5K +11.5% $115.11 +8.9%
367 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 50,457.0 $5.4M 0.04% +4K +8.8% $107.78 +3.8%
368 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 20,619.0 $5.4M 0.04% +1K +6.5% $261.37 +34.2%
369 DLTR DOLLAR TREE INC Consumer Defensive 43,582.0 $5.3M 0.04% +4K +11.5% $120.95 +13.1%
370 EXPD EXPEDITORS INTL WASH INC Industrials 32,306.0 $5.3M 0.04% +4K +13.9% $162.98 +15.2%
371 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 9,675.0 $5.2M 0.04% +797.0 +9.0% $541.83 -5.3%
372 MKL MARKEL GROUP INC Financial Services 2,682.0 $5.2M 0.04% +157.0 +6.2% $1953.01 -6.9%
373 IEX IDEX CORP Industrials 22,991.0 $5.2M 0.04% +338.0 +1.5% $226.95 +3.0%
374 AFRM AFFIRM HLDGS INC Technology 63,449.0 $5.2M 0.03% +9K +17.3% $81.55 -5.7%
375 REGCO REGENCY CTRS CORP 64,749.0 $5.2M 0.03% +4K +7.1% $79.74
376 OKTA OKTA INC Technology 37,832.0 $5.2M 0.03% +6K +17.6% $136.45 -4.0%
377 SNA SNAP ON INC Industrials 12,825.0 $5.2M 0.03% +2K +13.5% $402.40 -2.0%
378 SOFI SOFI TECHNOLOGIES INC Financial Services 285,967.0 $5.1M 0.03% +40K +16.2% $17.93 +1.7%
379 SUI SUN CMNTYS INC Real Estate 42,072.0 $5.0M 0.03% +1K +3.3% $119.91 +2.9%
380 MSTR STRATEGY INC Technology 57,207.0 $5.0M 0.03% +4K +8.2% $86.93 +41.1%
Page 19 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%