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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 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BR BROADRIDGE FINL SOLUTIONS IN Technology 26,911.0 $4.4M 0.04% -3K -8.6% $162.48 -15.1%
42 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 46,371.0 $4.2M 0.04% -3K -5.3% $90.11 +19.6%
43 VRSN VERISIGN INC Technology 16,369.0 $4.1M 0.03% -462.0 -2.7% $248.36 +2.9%
44 EXPD EXPEDITORS INTL WASH INC Industrials 28,373.0 $4.1M 0.03% -893.0 -3.0% $143.23 +12.2%
45 DRI DARDEN RESTAURANTS INC Consumer Cyclical 20,624.0 $4.0M 0.03% -4K -15.0% $196.04 +9.0%
46 HPQ HP INC Technology 207,584.0 $4.0M 0.03% -10K -4.6% $19.21 +19.1%
47 TWLO TWILIO INC Communication Services 31,439.0 $4.0M 0.03% -3K -8.4% $125.82 +52.3%
48 GIS GENERAL MILLS INC Consumer Defensive 105,220.0 $3.9M 0.03% -5K -4.8% $37.22 -3.3%
49 HOLOGIC INC 51,302.0 $3.9M 0.03% -6K -10.3% $75.59
50 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 52,815.0 $3.8M 0.03% -4K -6.4% $72.55 +5.2%
51 UDR UDR INC Real Estate 104,168.0 $3.5M 0.03% -13K -10.9% $33.78 +18.4%
52 WRB BERKLEY W R CORP Financial Services 52,277.0 $3.5M 0.03% -6K -9.7% $66.28 +7.5%
53 CSL CARLISLE COS INC Industrials 10,098.0 $3.4M 0.03% -255.0 -2.5% $333.62 +16.4%
54 AVY AVERY DENNISON CORP Industrials 19,302.0 $3.3M 0.03% -3K -13.9% $172.68 -4.0%
55 CF CF INDUSTRIES HOLD Basic Materials 25,137.0 $3.3M 0.03% -2K -5.7% $129.84 -18.6%
56 BRO BROWN & BROWN INC Financial Services 49,398.0 $3.2M 0.03% -3K -6.1% $65.21 -1.5%
57 LEN LENNAR CORP Consumer Cyclical 37,045.0 $3.2M 0.03% -1K -2.8% $86.84 +7.7%
58 EQH EQUITABLE HLDGS INC Financial Services 83,925.0 $3.1M 0.03% -2K -2.2% $37.11 +18.6%
59 RS RELIANCE INC Basic Materials 10,187.0 $3.1M 0.03% -3K -24.8% $303.92 +26.9%
60 TRMB TRIMBLE INC Technology 47,436.0 $3.1M 0.03% -2K -3.1% $65.23 -22.3%
Page 3 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%