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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 24 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 Q QNITY ELECTRONICS INC Technology 40,893.0 $3.3M 0.03% NEW $81.65 +93.7%
462 NEBIUS GROUP N.V. 39,642.0 $3.3M 0.03% NEW $83.70
463 CSL CARLISLE COS INC Industrials 10,353.0 $3.3M 0.03% NEW $319.91 +21.4%
464 TTD THE TRADE DESK INC Technology 86,580.0 $3.3M 0.03% NEW $37.96 -51.6%
465 IP INTERNATIONAL PAPER CO Consumer Cyclical 83,413.0 $3.3M 0.03% NEW $39.39 -1.6%
466 GGG GRACO INC Industrials 39,606.0 $3.2M 0.03% NEW $81.98 -6.8%
467 CHKP CHECK POINT SOFTWARE TECH LT Technology 17,255.0 $3.2M 0.03% NEW $185.57 -29.9%
468 RKT ROCKET COS INC Financial Services 165,281.0 $3.2M 0.03% NEW $19.36 -22.5%
469 INCY INCYTE CORP Healthcare 32,289.0 $3.2M 0.03% NEW $98.76 +15.2%
470 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 161,038.0 $3.2M 0.03% NEW $19.71 -20.7%
471 TOST TOAST INC Technology 85,176.0 $3.0M 0.03% NEW $35.51 -23.7%
472 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 21,316.0 $3.0M 0.03% NEW $141.82 +18.8%
473 PINS PINTEREST INC Communication Services 116,177.0 $3.0M 0.03% NEW $25.89 -19.6%
474 FOXA FOX CORP Communication Services 40,963.0 $3.0M 0.03% NEW $73.07 -31.4%
475 APTIV PLC 38,928.0 $3.0M 0.03% NEW $76.09
476 MAS MASCO CORP Industrials 46,664.0 $3.0M 0.03% NEW $63.45 +26.0%
477 SMCI SUPER MICRO COMPUTER INC Technology 100,884.0 $3.0M 0.03% NEW $29.27 +4.6%
478 DKNG DRAFTKINGS INC NEW Consumer Cyclical 84,513.0 $2.9M 0.02% NEW $34.46 -25.4%
479 BALL BALL CORP Consumer Cyclical 54,842.0 $2.9M 0.02% NEW $52.97 +16.7%
480 FOX FOX CORP Communication Services 44,319.0 $2.9M 0.02% NEW $64.94 -29.3%
Page 24 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%