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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SMITHFIELD FOODS INC 90.0 $3K NEW $27.97
82 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 58.0 $2K NEW $42.60 +61.9%
83 AUGO AURA MINERALS INC Basic Materials 30.0 $2K NEW $81.60 -21.5%
84 VTRS VIATRIS INC Healthcare 174.0 $2K NEW $13.51 +20.9%
85 ALB ALBEMARLE CORP Basic Materials 13.0 $2K NEW $179.54 -25.5%
86 GLOBUS MED INC 27.0 $2K NEW $86.15
87 MKSI MKS INC. Technology 10.0 $2K NEW $229.80 +69.1%
88 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 209.0 $2K NEW $10.80 +27.5%
89 PEGA PEGASYSTEMS INC Technology 53.0 $2K NEW $42.57 -27.7%
90 FRO FRONTLINE PLC Energy 63.0 $2K NEW $34.86 +1.9%
91 OVV OVINTIV INC Energy 37.0 $2K NEW $59.35 -10.4%
92 TIGO MILLICOM INTL CELLULAR S A Communication Services 29.0 $2K NEW $74.93 +19.1%
93 BPOP POPULAR INC Financial Services 16.0 $2K NEW $134.19 +23.6%
94 JLL JONES LANG LASALLE INC Real Estate 7.0 $2K NEW $304.29 +3.5%
95 LEA LEAR CORP Consumer Cyclical 17.0 $2K NEW $121.06 +13.0%
96 HCC WARRIOR MET COAL INC Energy 22.0 $2K NEW $93.14 -12.7%
97 ANGLOGOLD ASHANTI PLC 20.0 $2K NEW $97.35
98 THC TENET HEALTHCARE CORP Healthcare 10.0 $2K NEW $188.70 +0.2%
99 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 36.0 $2K NEW $46.36 +90.9%
100 LUV SOUTHWEST AIRLS CO Industrials 43.0 $2K NEW $37.58 +38.1%
Page 5 of 5  ·  100 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%