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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 9 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ITW ILLINOIS TOOL WKS INC Industrials 60,363.0 $16.3M 0.11% +5K +9.5% $270.47 +5.0%
162 SLB SLB LIMITED Energy 349,899.0 $16.3M 0.11% +4K +1.1% $46.49 +16.2%
163 MSI MOTOROLA SOLUTIONS INC Technology 38,988.0 $16.2M 0.11% +4K +11.0% $415.29 +15.9%
164 SRE SEMPRA Utilities 173,768.0 $16.1M 0.11% +9K +5.7% $92.71 -8.8%
165 UPS UNITED PARCEL SVCS INC Industrials 149,756.0 $16.1M 0.11% +16K +11.7% $107.50 -4.4%
166 CL COLGATE PALMOLIVE CO Consumer Defensive 174,744.0 $16.0M 0.11% +19K +11.8% $91.68 +0.9%
167 TRV TRAVELERS COMPANIES INC Financial Services 47,674.0 $15.7M 0.10% +3K +7.1% $330.12 +12.2%
168 BSX BOSTON SCIENTIFIC CORP Healthcare 366,521.0 $15.6M 0.10% +34K +10.3% $42.68 +14.8%
169 ROST ROSS STORES INC Consumer Cyclical 73,278.0 $15.6M 0.10% +9K +13.3% $212.85 +13.5%
170 TFC TRUIST FINL CORP Financial Services 311,784.0 $15.5M 0.10% +28K +10.1% $49.82 +2.0%
171 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 161,351.0 $15.5M 0.10% +13K +8.6% $96.12 -49.1%
172 FDX FEDEX CORP Industrials 49,518.0 $15.5M 0.10% +6K +14.2% $313.13 +6.7%
173 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 124,995.0 $15.4M 0.10% +13K +11.3% $123.11 +32.4%
174 VICI VICI PPTYS INC Real Estate 579,529.0 $15.4M 0.10% +56K +10.7% $26.55 +0.9%
175 AON AON PLC Financial Services 46,337.0 $15.4M 0.10% +6K +13.5% $331.69 +8.3%
176 SPOT SPOTIFY TECHNOLOGY S A Communication Services 33,428.0 $15.3M 0.10% +467.0 +1.4% $459.13 +17.1%
177 D DOMINION ENERGY INC Utilities 224,612.0 $15.3M 0.10% +15K +7.3% $68.29 -2.5%
178 DASH DOORDASH INC Communication Services 82,971.0 $15.3M 0.10% +6K +7.7% $184.53 +24.1%
179 GM GENERAL MTRS CO Consumer Cyclical 196,662.0 $15.2M 0.10% +13K +7.3% $77.08 +12.8%
180 REGN REGENERON PHARMACEUTICALS Healthcare 24,134.0 $15.0M 0.10% +3K +14.8% $623.54 +32.9%
Page 9 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%