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Portfolio (Quarterly) Guide ↗

IFM Investors Pty Ltd

· CIK 0001698246
13F Portfolio $15.1B AUM 641 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 526 Added 59 Reduced 62 Exited
Page 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INDA ISHARES TR 1,913,759.0 $94.5M 0.62% -27K -1.4% $49.39 -0.1%
2 CRM SALESFORCE INC Technology 186,305.0 $29.2M 0.19% -8K -3.9% $156.66 +36.0%
3 JCI JOHNSON CONTROLS INTERNATION Industrials 138,167.0 $20.2M 0.13% -2K -1.6% $146.11 -2.8%
4 EOG EOG RES INC Energy 127,752.0 $16.6M 0.11% -2K -1.7% $129.73 +17.3%
5 EXC EXELON CORP Utilities 324,726.0 $15.1M 0.10% -13K -3.9% $46.62 -5.5%
6 HPE HEWLETT PACKARD ENTERPRISE C Technology 326,568.0 $14.7M 0.10% -38K -10.5% $45.11 +15.2%
7 STT STATE STR CORP Financial Services 75,952.0 $12.9M 0.09% -9K -10.2% $169.60 +11.3%
8 HIG HARTFORD INSURANCE GROUP INC Financial Services 83,749.0 $11.1M 0.07% -3K -2.9% $132.52 +4.9%
9 KDP KEURIG DR PEPPER INC Consumer Defensive 324,651.0 $10.6M 0.07% -17K -5.0% $32.73 -0.2%
10 AEE AMEREN CORP Utilities 88,024.0 $10.0M 0.07% -2K -2.7% $113.04 -5.8%
11 RSG REPUBLIC SVCS INC Industrials 44,028.0 $9.4M 0.06% -7K -13.7% $213.08 +4.7%
12 NTAP NETAPP INC Technology 53,873.0 $8.3M 0.06% -8K -13.5% $154.76 +21.1%
13 WCN WASTE CONNECTIONS INC Industrials 47,774.0 $8.0M 0.05% -2K -3.9% $166.69 +2.4%
14 BIIB BIOGEN INC Healthcare 36,263.0 $7.8M 0.05% -2K -5.9% $216.06 -0.2%
15 CNC CENTENE CORP DEL Healthcare 119,850.0 $7.7M 0.05% -3K -2.1% $64.19 +2.3%
16 FE FIRSTENERGY CORP Utilities 155,157.0 $7.4M 0.05% -7K -4.6% $47.54 -2.9%
17 SYF SYNCHRONY FINANCIAL Financial Services 94,475.0 $7.2M 0.05% -15K -13.4% $76.05 +6.4%
18 PHM PULTE GROUP INC Consumer Cyclical 47,198.0 $6.5M 0.04% -2K -3.5% $137.21 -4.4%
19 KR KROGER CO Consumer Defensive 111,010.0 $6.2M 0.04% -9K -7.2% $55.53 +6.1%
20 AER AERCAP HOLDINGS NV Industrials 34,558.0 $5.0M 0.03% -90K -72.2% $145.78 +1.0%
Page 1 of 3  ·  59 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 39.2%
Financial Services 10.6%
Consumer Cyclical 9.7%
Healthcare 9.4%
Industrials 7.8%
Communication Services 7.5%
Consumer Defensive 4.4%
Real Estate 3.4%
Utilities 3.2%
Energy 3.2%