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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 20 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EVRG EVERGY INC Utilities 56,886.0 $4.9M 0.03% +6K +11.1% $86.43 -5.8%
382 ZM ZOOM COMMUNICATIONS INC Technology 56,521.0 $4.9M 0.03% +3K +5.7% $86.31 +21.5%
383 LIBERTY MEDIA CORP DEL 51,056.0 $4.9M 0.03% +8K +17.7% $95.14
384 DRI DARDEN RESTAURANTS INC Consumer Cyclical 23,504.0 $4.8M 0.03% +3K +14.0% $206.01 +9.5%
385 CHRW C H ROBINSON WORLDWIDE IN Industrials 25,659.0 $4.8M 0.03% +3K +11.4% $188.34 -24.1%
386 CORPAY INC 14,407.0 $4.8M 0.03% +693.0 +5.0% $333.27
387 SBAC SBA COMMUNICATIONS CORP Real Estate 27,076.0 $4.8M 0.03% +2K +6.6% $176.46 +4.9%
388 NVR NVR INC Consumer Cyclical 688.0 $4.7M 0.03% +102.0 +17.4% $6813.40 -6.1%
389 BURL BURLINGTON STORES INC Consumer Cyclical 14,680.0 $4.7M 0.03% +2K +13.0% $316.80 +4.4%
390 VRSN VERISIGN INC Technology 18,359.0 $4.6M 0.03% +2K +12.2% $251.56 +15.6%
391 HPQ HP INC Technology 210,084.0 $4.6M 0.03% +2K +1.2% $21.94 +30.3%
392 EFX EQUIFAX INC Industrials 28,954.0 $4.6M 0.03% +4K +14.7% $158.72 +22.6%
393 MAS MASCO CORP Industrials 56,169.0 $4.6M 0.03% +9K +20.3% $81.37 -10.1%
394 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 57,544.0 $4.6M 0.03% +5K +8.9% $79.22 +8.3%
395 FIS FIDELITY NATL INFORMATION SV Technology 117,130.0 $4.6M 0.03% +17K +17.5% $38.88 +6.5%
396 STZ CONSTELLATION BRANDS INC Consumer Defensive 32,598.0 $4.5M 0.03% +3K +8.3% $139.09 -1.1%
397 FTV FORTIVE CORP Technology 73,767.0 $4.5M 0.03% +36K +94.9% $61.09 -1.0%
398 STE STERIS PLC Healthcare 21,171.0 $4.5M 0.03% +2K +12.2% $210.57 +13.0%
399 NDSN NORDSON CORP Industrials 14,729.0 $4.4M 0.03% +2K +16.8% $301.69 +10.7%
400 CDW CDW CORP Technology 31,580.0 $4.4M 0.03% +4K +15.6% $140.64 -5.8%
Page 20 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%