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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 23 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 L LOEWS CORP Financial Services 28,713.0 $3.3M 0.02% +2K +5.8% $113.21 -1.6%
442 BALL BALL CORP Consumer Cyclical 51,717.0 $3.2M 0.02% +6K +14.3% $62.40 +3.2%
443 GPC GENUINE PARTS CO Consumer Cyclical 27,178.0 $3.2M 0.02% +5K +20.6% $117.98 +15.0%
444 BAP CREDICORP LTD Financial Services 8,198.0 $3.2M 0.02% +759.0 +10.2% $389.58 -2.5%
445 CSGP COSTAR GROUP INC Real Estate 112,204.0 $3.2M 0.02% +27K +31.0% $28.32 +16.0%
446 MKC MCCORMICK & CO INC Consumer Defensive 62,474.0 $3.1M 0.02% +10K +18.4% $50.42 +11.5%
447 CW CURTISS WRIGHT CORP Industrials 4,114.0 $3.1M 0.02% +430.0 +11.7% $757.76 -18.8%
448 SSNC SS&C TECH HLDGS Technology 50,177.0 $3.1M 0.02% +7K +15.0% $62.05 +34.6%
449 CF CF INDUSTRIES HOLD Basic Materials 27,907.0 $3.0M 0.02% +3K +11.0% $108.26 +19.4%
450 COOPER COS INC 42,130.0 $3.0M 0.02% +2K +5.8% $71.71
451 PTC PTC INC Technology 26,579.0 $3.0M 0.02% +3K +12.5% $113.61 +35.8%
452 ROL ROLLINS INC Consumer Cyclical 69,510.0 $2.9M 0.02% +12K +20.1% $41.74 -10.7%
453 TOST TOAST INC Technology 102,851.0 $2.9M 0.02% +16K +18.4% $27.82 +32.0%
454 WY WEYERHAEUSER CO Real Estate 117,905.0 $2.8M 0.02% +10K +9.1% $23.94 +1.9%
455 TEAM ATLASSIAN CORPORATION Technology 36,156.0 $2.8M 0.02% +5K +16.5% $77.79 +120.2%
456 PODD INSULET CORP Healthcare 18,240.0 $2.8M 0.02% +2K +10.8% $152.25 -4.5%
457 TW TRADEWEB MKTS INC Financial Services 27,557.0 $2.7M 0.02% +5K +23.5% $99.66 +8.7%
458 APTIV PLC 44,541.0 $2.7M 0.02% +4K +10.6% $61.38
459 TRMB TRIMBLE INC Technology 53,209.0 $2.7M 0.02% +6K +12.2% $51.18 +18.5%
460 CHTR CHARTER COMMUNICATIONS INC Communication Services 19,069.0 $2.7M 0.02% +882.0 +4.8% $142.21 +5.7%
Page 23 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%