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Portfolio (Quarterly) Guide ↗

IFM Investors Pty Ltd

· CIK 0001698246
13F Portfolio $12.0B AUM 689 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 100 New 425 Added 84 Reduced 20 Exited
Page 7 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WM WASTE MGMT INC DEL Industrials 75,475.0 $17.3M 0.14% +2K +3.4% $229.79 -1.9%
122 MRSH MARSH & MCLENNAN COS INC Financial Services 97,885.0 $17.0M 0.14% +3K +3.4% $173.45 -2.5%
123 MO ALTRIA GROUP INC Consumer Defensive 256,753.0 $16.9M 0.14% +15K +6.4% $65.99 +11.8%
124 HON HONEYWELL INTL INC Industrials 73,618.0 $16.6M 0.14% +2K +2.1% $226.03 +2.7%
125 BX BLACKSTONE INC Financial Services 143,467.0 $16.5M 0.14% +6K +4.0% $114.99 +0.4%
126 MMM 3M CO Industrials 113,201.0 $16.4M 0.14% +4K +4.0% $145.23 +12.9%
127 ADP AUTOMATIC DATA PROCESSING IN Industrials 80,580.0 $16.4M 0.14% +3K +3.6% $203.18 +10.0%
128 CDNS CADENCE DESIGN SYSTEM INC Technology 58,761.0 $16.3M 0.14% +2K +3.3% $277.87 +35.8%
129 PWR QUANTA SVCS INC Industrials 29,646.0 $16.3M 0.14% +922.0 +3.2% $549.02 +25.3%
130 FCX FREEPORT MCMORAN INC Basic Materials 276,536.0 $16.3M 0.14% +4K +1.6% $58.78 +6.2%
131 REGN REGENERON PHARMACEUTICALS Healthcare 21,032.0 $16.3M 0.14% +294.0 +1.4% $772.64 -18.1%
132 LNG CHENIERE ENERGY INC Energy 57,134.0 $16.2M 0.14% +745.0 +1.3% $283.76 -14.8%
133 SPOT SPOTIFY TECHNOLOGY S A Communication Services 32,961.0 $16.0M 0.13% +2K +6.1% $484.91 -5.1%
134 CI THE CIGNA GROUP Healthcare 59,170.0 $15.8M 0.13% +5K +8.8% $266.75 +6.0%
135 SNPS SYNOPSYS INC Technology 39,257.0 $15.6M 0.13% +2K +5.5% $396.48 +14.6%
136 PSA PUBLIC STORAGE OPER CO Real Estate 57,448.0 $15.6M 0.13% +1K +2.1% $270.88 +19.8%
137 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 168,109.0 $15.5M 0.13% +3K +1.6% $92.31 -3.0%
138 FDX FEDEX CORP Industrials 43,346.0 $15.4M 0.13% +6K +17.5% $356.18 -10.6%
139 MSI MOTOROLA SOLUTIONS INC Technology 35,120.0 $15.2M 0.13% +1K +4.0% $433.97 -7.2%
140 SHW SHERWIN WILLIAMS CO Basic Materials 47,545.0 $15.2M 0.13% +2K +4.7% $320.55 +7.3%
Page 7 of 22  ·  425 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 32.8%
Financial Services 11.1%
Communication Services 10.6%
Consumer Cyclical 9.9%
Healthcare 9.7%
Industrials 8.3%
Consumer Defensive 4.9%
Energy 4.2%
Real Estate 3.7%
Utilities 3.5%