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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 24 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TSN TYSON FOODS INC Consumer Defensive 47,343.0 $2.7M 0.02% +4K +9.0% $57.25 +1.1%
462 CG CARLYLE GROUP INC Financial Services 61,919.0 $2.6M 0.02% +12K +24.8% $42.11 +16.7%
463 FNF FIDELITY NATL FINL INC Financial Services 55,171.0 $2.6M 0.02% +10K +21.1% $47.16 +0.6%
464 LULU LULULEMON ATHLETICA INC Consumer Cyclical 21,786.0 $2.5M 0.02% +704.0 +3.3% $114.18 +7.5%
465 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 47,150.0 $2.5M 0.02% +7K +17.6% $52.65 +23.8%
466 CLX CLOROX CO DEL Consumer Defensive 25,473.0 $2.4M 0.02% +1K +4.9% $95.44 +12.3%
467 IOT SAMSARA INC Technology 74,919.0 $2.4M 0.02% +6K +8.0% $32.43 +24.4%
468 OHI OMEGA HEALTHCARE INVS INC Real Estate 48,922.0 $2.3M 0.01% +535.0 +1.1% $47.68 -2.3%
469 SCCO SOUTHERN COPPER CORP Basic Materials 13,374.0 $2.3M 0.01% +911.0 +7.3% $174.26 +22.9%
470 HEICO CORP NEW 9,003.0 $2.3M 0.01% +173.0 +2.0% $257.91
471 NWSA NEWS CORP NEW Communication Services 89,923.0 $2.2M 0.01% +2K +2.8% $24.83 +23.9%
472 DPZ DOMINOS PIZZA INC Consumer Cyclical 7,482.0 $2.2M 0.01% +775.0 +11.6% $296.04 +17.9%
473 FOX FOX CORP 46,307.0 $2.2M 0.01% +4K +9.2% $46.84
474 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 31,665.0 $2.0M 0.01% +188.0 +0.6% $64.45 +2.0%
475 GRAB GRAB HOLDINGS LIMITED Technology 539,704.0 $2.0M 0.01% +50K +10.3% $3.77 -6.6%
476 CNH INDL N V 176,732.0 $2.0M 0.01% +5K +3.2% $11.23
477 UAL UNITED AIRLS HLDGS INC Industrials 13,914.0 $1.9M 0.01% +2K +15.2% $135.99 -16.5%
478 CRBG COREBRIDGE FINL INC 65,907.0 $1.9M 0.01% +8K +13.8% $28.63
479 TIGO MILLICOM INTL CELLULAR S A Communication Services 20,529.0 $1.9M 0.01% +20K +10000.0% $90.76 +2.4%
480 EGP EASTGROUP PPTYS INC Real Estate 8,805.0 $1.8M 0.01% +100.0 +1.1% $202.53 -0.1%
Page 24 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%