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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 1 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NEE NEXTERA ENERGY INC Utilities 524,530.0 $48.7M 0.41% -7K -1.2% $92.88 -4.7%
2 EOG EOG RES INC Energy 129,947.0 $18.8M 0.16% -2K -1.4% $144.57 -8.3%
3 JCI JOHNSON CONTROLS INTERNATION Industrials 140,358.0 $18.4M 0.15% -804.0 -0.6% $130.95 +5.7%
4 SLB SLB LIMITED Energy 346,004.0 $17.8M 0.15% -28K -7.4% $51.39 -8.5%
5 OKE ONEOK INC NEW Energy 189,346.0 $17.1M 0.14% -18K -8.5% $90.39 -1.3%
6 KMI KINDER MORGAN INC DEL Energy 506,250.0 $17.0M 0.14% -7K -1.3% $33.53 -1.0%
7 EXC EXELON CORP Utilities 338,020.0 $16.6M 0.14% -15K -4.3% $49.02 -3.3%
8 SRE SEMPRA Utilities 164,392.0 $16.0M 0.13% -16K -9.1% $97.17 -3.0%
9 HCA HCA HEALTHCARE INC Healthcare 33,520.0 $15.9M 0.13% -301.0 -0.9% $473.24 -17.2%
10 NSC NORFOLK SOUTHN CORP Industrials 50,954.0 $14.6M 0.12% -5K -8.6% $287.00 +9.0%
11 CL COLGATE PALMOLIVE CO Consumer Defensive 156,228.0 $13.3M 0.11% -4K -2.3% $85.23 +8.0%
12 BKR BAKER HUGHES COMPANY Energy 202,742.0 $12.4M 0.10% -18K -8.2% $61.05 -7.4%
13 TRGP TARGA RES CORP Energy 48,937.0 $12.3M 0.10% -3K -5.0% $250.73 +8.7%
14 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 131,094.0 $10.6M 0.09% -1K -0.8% $80.95 +3.2%
15 ED CONSOLIDATED EDISON INC Utilities 93,207.0 $10.5M 0.09% -16K -14.6% $113.18 -1.0%
16 PCG PG&E CORP Utilities 567,486.0 $10.0M 0.08% -21K -3.6% $17.57 -1.1%
17 VST VISTRA CORP Utilities 62,501.0 $9.4M 0.08% -1K -1.9% $150.33 +8.8%
18 AWK AMERICAN WTR WKS CO INC NEW Utilities 63,312.0 $8.6M 0.07% -7K -9.4% $136.09 -2.5%
19 FANG DIAMONDBACK ENERGY INC Energy 43,125.0 $8.5M 0.07% -3K -5.6% $197.79 -9.0%
20 EMR EMERSON ELEC CO Industrials 63,420.0 $8.3M 0.07% -1K -1.9% $131.02 +9.5%
Page 1 of 5  ·  84 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%