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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 9 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 D DOMINION ENERGY INC Utilities 209,231.0 $12.9M 0.11% +15K +7.5% $61.82 +12.2%
162 WBD WARNER BROS DISCOVERY INC Communication Services 467,341.0 $12.8M 0.11% +4K +0.8% $27.46 -2.6%
163 ENTERGY CORP NEW 113,819.0 $12.8M 0.11% +2K +1.6% $112.36
164 ADSK AUTODESK INC Technology 53,026.0 $12.7M 0.11% +2K +3.6% $239.40 -18.0%
165 VLO VALERO ENERGY CORP Energy 51,179.0 $12.6M 0.10% +4K +7.3% $247.08 +5.0%
166 TEL TE CONNECTIVITY PLC Technology 60,029.0 $12.5M 0.10% +2K +3.4% $209.02 -5.4%
167 NKE NIKE INC Consumer Cyclical 235,740.0 $12.5M 0.10% +11K +5.0% $52.82 -22.9%
168 CTAS CINTAS CORP Industrials 73,611.0 $12.5M 0.10% +2K +3.0% $169.14 +1.6%
169 MPC MARATHON PETE CORP Energy 50,282.0 $12.3M 0.10% +2K +5.0% $244.18 +4.0%
170 AFL AFLAC INC Financial Services 111,901.0 $12.3M 0.10% +730.0 +0.7% $109.71 +9.5%
171 WEC WEC ENERGY GROUP INC Utilities 105,276.0 $12.2M 0.10% +34K +48.7% $115.77 +2.7%
172 PSX PHILLIPS 66 Energy 66,891.0 $12.2M 0.10% +5K +7.6% $182.18 -5.8%
173 CIEN CIENA CORP Technology 31,384.0 $12.2M 0.10% +1K +3.6% $388.23 +23.5%
174 PCAR PACCAR INC Industrials 101,367.0 $11.7M 0.10% +10K +10.8% $115.50 +4.5%
175 HIG HARTFORD INSURANCE GROUP INC Financial Services 86,277.0 $11.7M 0.10% +4K +4.8% $135.23 -1.0%
176 DASH DOORDASH INC Communication Services 77,012.0 $11.6M 0.10% +4K +5.3% $150.15 +21.9%
177 TGT TARGET CORP Consumer Defensive 94,063.0 $11.4M 0.10% +9K +11.1% $121.20 +15.8%
178 APOS APOLLO GLOBAL MGMT INC Financial Services 101,026.0 $11.3M 0.09% +11K +12.5% $111.42 -77.1%
179 KKR KKR & CO INC Financial Services 121,487.0 $11.2M 0.09% +5K +4.0% $92.50 -2.6%
180 DELL DELL TECHNOLOGIES INC Technology 68,444.0 $11.2M 0.09% +2K +2.5% $164.13 +143.4%
Page 9 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%