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Portfolio (Quarterly) Guide ↗

IFM Investors Pty Ltd

· CIK 0001698246
13F Portfolio $12.0B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 606 New
Page 14 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DDOG DATADOG INC Technology 57,759.0 $7.9M 0.07% NEW $136.00 +76.3%
262 EBAY EBAY INC. Consumer Cyclical 89,905.0 $7.8M 0.07% NEW $87.10 +23.8%
263 MPC MARATHON PETE CORP Energy 47,897.0 $7.8M 0.07% NEW $162.62 +56.2%
264 VLO VALERO ENERGY CORP Energy 47,678.0 $7.8M 0.07% NEW $162.80 +59.3%
265 LMT LOCKHEED MARTIN CORP Industrials 16,032.0 $7.8M 0.07% NEW $483.66 +4.9%
266 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 93,146.0 $7.7M 0.06% NEW $83.00 -51.8%
267 CAH CARDINAL HEALTH INC Healthcare 37,473.0 $7.7M 0.06% NEW $205.51 +15.8%
268 EQT EQT CORP Energy 143,580.0 $7.7M 0.06% NEW $53.60 -1.7%
269 MSTR STRATEGY INC Technology 50,595.0 $7.7M 0.06% NEW $151.95 -45.8%
270 FLUTTER ENTMT PLC 35,579.0 $7.7M 0.06% NEW $215.04
271 IQVIA HLDGS INC 33,282.0 $7.5M 0.06% NEW $225.41
272 WEC WEC ENERGY GROUP INC Utilities 70,818.0 $7.5M 0.06% NEW $105.45 +12.7%
273 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 237,725.0 $7.4M 0.06% NEW $31.21 +6.4%
274 MTB M & T BK CORP Financial Services 36,532.0 $7.4M 0.06% NEW $201.47 +17.8%
275 MLM MARTIN MARIETTA MATLS INC Basic Materials 11,566.0 $7.2M 0.06% NEW $622.69 -1.1%
276 EIX EDISON INTL Utilities 119,661.0 $7.2M 0.06% NEW $60.02 +26.1%
277 ARES ARES MANAGEMENT CORPORATION Financial Services 44,311.0 $7.2M 0.06% NEW $161.63 -32.5%
278 ACGL ARCH CAP GROUP LTD Financial Services 74,654.0 $7.2M 0.06% NEW $95.92 +1.7%
279 A AGILENT TECHNOLOGIES INC Healthcare 52,611.0 $7.2M 0.06% NEW $136.07 -0.0%
280 DHI D R HORTON INC Consumer Cyclical 49,665.0 $7.2M 0.06% NEW $144.02 +15.5%
Page 14 of 31  ·  606 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 35.4%
Financial Services 11.9%
Communication Services 11.0%
Healthcare 9.8%
Consumer Cyclical 9.8%
Industrials 6.6%
Consumer Defensive 4.4%
Real Estate 3.5%
Utilities 3.0%
Energy 3.0%