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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 8 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NSC NORFOLK SOUTHN CORP Industrials 55,590.0 $17.5M 0.12% +5K +9.1% $314.59 +12.2%
142 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 189,279.0 $17.4M 0.12% +21K +12.6% $92.09 -1.5%
143 OKE ONEOK INC NEW Energy 200,167.0 $17.4M 0.12% +11K +5.7% $86.94 +7.0%
144 TER TERADYNE INC Technology 35,767.0 $17.3M 0.12% +4K +14.1% $483.84 -24.6%
145 KMI KINDER MORGAN INC DEL Energy 538,224.0 $17.2M 0.11% +32K +6.3% $31.97 -3.0%
146 INTU INTUIT Technology 65,911.0 $17.2M 0.11% +5K +8.5% $261.00 +41.7%
147 BA BOEING CO Industrials 79,295.0 $17.2M 0.11% +6K +8.5% $216.47 -2.8%
148 MDLZ MONDELEZ INTL INC Consumer Defensive 296,581.0 $17.2M 0.11% +37K +14.3% $57.84 +11.9%
149 CI THE CIGNA GROUP Healthcare 62,180.0 $17.1M 0.11% +3K +5.1% $275.68 +1.7%
150 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 51,749.0 $17.1M 0.11% +6K +12.0% $330.46 -0.1%
151 HOOD ROBINHOOD MKTS INC Financial Services 170,318.0 $17.1M 0.11% +21K +14.3% $100.28 +3.3%
152 ECL ECOLAB INC Basic Materials 61,275.0 $17.1M 0.11% +8K +14.8% $278.61 +3.0%
153 CEG CONSTELLATION ENERGY CORP Utilities 68,098.0 $16.9M 0.11% +6K +8.8% $248.37 +10.1%
154 URI UNITED RENTALS INC Industrials 14,845.0 $16.8M 0.11% +859.0 +6.1% $1132.89 -4.4%
155 FIX COMFORT SYS USA INC Industrials 8,435.0 $16.7M 0.11% +1K +14.2% $1981.95 -18.8%
156 COHR COHERENT CORP Technology 42,220.0 $16.7M 0.11% +12K +37.5% $394.47 -30.2%
157 VTR VENTAS INC Real Estate 184,800.0 $16.4M 0.11% +16K +9.7% $88.80 +5.3%
158 NXPI NXP SEMICONDUCTORS N V Technology 58,350.0 $16.4M 0.11% +6K +10.5% $281.03 -20.8%
159 CIEN CIENA CORP Technology 33,302.0 $16.3M 0.11% +2K +6.1% $490.56 -24.2%
160 CRH PLC 152,605.0 $16.3M 0.11% +19K +13.9% $107.00
Page 8 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%