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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 22 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 RPM RPM INTL INC Basic Materials 35,125.0 $3.9M 0.03% +4K +13.0% $111.15 -4.3%
422 WRB BERKLEY W R CORP Financial Services 54,774.0 $3.9M 0.03% +2K +4.8% $70.53 -1.2%
423 TRU TRANSUNION Industrials 52,488.0 $3.8M 0.03% +8K +19.2% $72.14 +17.6%
424 GEN GEN DIGITAL INC Technology 151,648.0 $3.8M 0.03% +11K +7.4% $24.89 +17.0%
425 ZS ZSCALER INC Technology 26,692.0 $3.8M 0.03% +5K +22.9% $141.15 +24.7%
426 WSO WATSCO INC Industrials 8,857.0 $3.7M 0.02% +1K +18.7% $416.73 -25.4%
427 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 95,263.0 $3.7M 0.02% +14K +17.9% $38.73 +60.6%
428 PINNACLE FINL PARTNERS INC 36,475.0 $3.7M 0.02% +5K +14.2% $100.88
429 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1,753.0 $3.6M 0.02% +84.0 +5.0% $2080.79 +4.9%
430 AVY AVERY DENNISON CORP Industrials 22,157.0 $3.6M 0.02% +3K +14.8% $162.35 +13.1%
431 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 205,479.0 $3.6M 0.02% +30K +16.9% $17.35 -4.3%
432 DOW DOW HLDGS INC Basic Materials 128,779.0 $3.5M 0.02% +20K +18.0% $27.36 +14.9%
433 LEN LENNAR CORP Consumer Cyclical 38,426.0 $3.5M 0.02% +1K +3.7% $90.49 -2.6%
434 IREN IREN LIMITED Financial Services 75,828.0 $3.5M 0.02% +7K +10.6% $45.73 -12.9%
435 GGG GRACO INC Industrials 45,692.0 $3.5M 0.02% +3K +7.9% $75.61 +6.0%
436 SMCI SUPER MICRO COMPUTER INC Technology 117,571.0 $3.4M 0.02% +13K +12.8% $29.33 +19.9%
437 DKS DICKS SPORTING GOODS INC Consumer Cyclical 15,102.0 $3.4M 0.02% +2K +16.3% $226.81 -20.9%
438 DAL DELTA AIR LINES INC Industrials 35,686.0 $3.3M 0.02% +3K +10.4% $93.66 -11.9%
439 LVS LAS VEGAS SANDS CORP Consumer Cyclical 71,777.0 $3.3M 0.02% +7K +10.9% $46.19 +1.7%
440 RKT ROCKET COS INC Financial Services 206,528.0 $3.3M 0.02% +27K +15.3% $15.75 -10.5%
Page 22 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%