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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 16 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NOC NORTHROP GRUMMAN CORP Industrials 11,628.0 $6.6M 0.06% NEW $570.18 -12.3%
302 FIS FIDELITY NATL INFORMATION SV Technology 99,708.0 $6.6M 0.06% NEW $66.46 -42.0%
303 BR BROADRIDGE FINL SOLUTIONS IN Technology 29,435.0 $6.6M 0.06% NEW $223.17 -38.2%
304 HUM HUMANA INC Healthcare 25,393.0 $6.5M 0.05% NEW $256.13 +49.9%
305 VRSK VERISK ANALYTICS INC Industrials 29,040.0 $6.5M 0.05% NEW $223.69 -18.6%
306 NUE NUCOR CORP Basic Materials 39,748.0 $6.5M 0.05% NEW $163.10 +47.0%
307 KMB KIMBERLY-CLARK CORP Consumer Defensive 64,150.0 $6.5M 0.05% NEW $100.89 +8.4%
308 LPLA LPL FINL HLDGS INC Financial Services 18,054.0 $6.4M 0.05% NEW $357.15 -24.8%
309 GD GENERAL DYNAMICS CORP Industrials 19,143.0 $6.4M 0.05% NEW $336.68 +3.0%
310 GRMN GARMIN LTD Technology 31,666.0 $6.4M 0.05% NEW $202.84 +14.6%
311 MCHP MICROCHIP TECHNOLOGY INC. Technology 99,793.0 $6.4M 0.05% NEW $63.72 +38.0%
312 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 19,307.0 $6.3M 0.05% NEW $328.59 -19.2%
313 NTAP NETAPP INC Technology 59,168.0 $6.3M 0.05% NEW $107.08 +42.4%
314 VEEV VEEVA SYS INC Healthcare 28,371.0 $6.3M 0.05% NEW $223.22 -23.2%
315 MAA MID-AMER APT CMNTYS INC Real Estate 44,618.0 $6.2M 0.05% NEW $138.91 +1.3%
316 EXPE EXPEDIA GROUP INC Consumer Cyclical 21,212.0 $6.0M 0.05% NEW $283.33 -7.2%
317 RJF RAYMOND JAMES FINL INC Financial Services 37,232.0 $6.0M 0.05% NEW $160.59 -6.6%
318 CCL CARNIVAL CORP Consumer Cyclical 195,743.0 $6.0M 0.05% NEW $30.54 -4.8%
319 ESS ESSEX PPTY TR INC Real Estate 22,833.0 $6.0M 0.05% NEW $261.68 +12.9%
320 SYY SYSCO CORP Consumer Defensive 80,937.0 $6.0M 0.05% NEW $73.69 +12.4%
Page 16 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%