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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 7 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FCX FREEPORT MCMORAN INC Basic Materials 317,429.0 $20.0M 0.13% +41K +14.8% $62.89 +23.7%
122 MMM 3M CO Industrials 122,896.0 $19.9M 0.13% +10K +8.6% $161.91 +10.6%
123 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 51,315.0 $19.8M 0.13% +2K +4.9% $386.73 +4.1%
124 PSA PUBLIC STORAGE Real Estate 60,410.0 $19.2M 0.13% +3K +5.2% $318.31 +2.1%
125 TMUS T-MOBILE US INC Communication Services 114,168.0 $19.1M 0.13% +13K +13.2% $167.73 +8.9%
126 SNOW SNOWFLAKE INC Technology 74,447.0 $18.9M 0.12% +11K +17.8% $254.50 +26.8%
127 MAR MARRIOTT INTL INC NEW Consumer Cyclical 50,938.0 $18.9M 0.12% +5K +10.6% $370.59 -2.8%
128 BX BLACKSTONE INC Financial Services 160,231.0 $18.9M 0.12% +17K +11.7% $117.67 +22.1%
129 SNPS SYNOPSYS INC Technology 42,153.0 $18.8M 0.12% +3K +7.4% $446.07 -11.6%
130 WM WASTE MGMT INC DEL Industrials 84,283.0 $18.8M 0.12% +9K +11.7% $222.88 +1.6%
131 BE BLOOM ENERGY CORP Industrials 61,743.0 $18.7M 0.12% +15K +32.6% $302.70 -32.6%
132 CME CME GROUP INC Financial Services 84,021.0 $18.6M 0.12% +11K +14.8% $220.83 +26.4%
133 SHW SHERWIN WILLIAMS CO Basic Materials 53,541.0 $18.4M 0.12% +6K +12.6% $344.32 +0.7%
134 ETN EATON CORP PLC Industrials 43,206.0 $18.4M 0.12% +2K +5.9% $426.12 -4.1%
135 DDOG DATADOG INC Technology 70,277.0 $18.3M 0.12% +11K +19.0% $260.36 -13.3%
136 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 56,610.0 $18.0M 0.12% +3K +6.4% $317.53 -7.7%
137 MELI MERCADOLIBRE INC Consumer Cyclical 10,529.0 $17.9M 0.12% +1K +11.1% $1697.39 +14.8%
138 ACN ACCENTURE PLC IRELAND Technology 143,330.0 $17.8M 0.12% +11K +8.2% $124.44 +49.9%
139 MRSH MARSH & MCLENNAN COS INC Financial Services 106,629.0 $17.8M 0.12% +9K +8.9% $166.67 +16.8%
140 NET CLOUDFLARE INC Technology 72,061.0 $17.7M 0.12% +8K +12.7% $245.28 +14.3%
Page 7 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%