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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 10 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PWR QUANTA SVCS INC Industrials 28,724.0 $12.1M 0.10% NEW $422.05 +63.0%
182 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 43,993.0 $12.1M 0.10% NEW $275.38 +226.8%
183 NET CLOUDFLARE INC Technology 61,363.0 $12.1M 0.10% NEW $197.15 +20.3%
184 IDXX IDEXX LABS INC Healthcare 17,471.0 $11.8M 0.10% NEW $676.55 -18.5%
185 ABNB AIRBNB INC Consumer Cyclical 85,140.0 $11.6M 0.10% NEW $135.72 +7.3%
186 ROST ROSS STORES INC Consumer Cyclical 63,465.0 $11.4M 0.10% NEW $180.15 +18.4%
187 D DOMINION ENERGY INC Utilities 194,575.0 $11.4M 0.10% NEW $58.59 +18.4%
188 HIG HARTFORD INSURANCE GROUP INC Financial Services 82,321.0 $11.3M 0.10% NEW $137.80 -2.8%
189 VRT VERTIV HOLDINGS CO Industrials 69,230.0 $11.2M 0.09% NEW $162.01 +87.6%
190 URI UNITED RENTALS INC Industrials 13,709.0 $11.1M 0.09% NEW $809.32 +38.6%
191 MET METLIFE INC Financial Services 139,913.0 $11.0M 0.09% NEW $78.94 +8.9%
192 EW EDWARDS LIFESCIENCES CORP Healthcare 129,386.0 $11.0M 0.09% NEW $85.25 +6.5%
193 LNG CHENIERE ENERGY INC Energy 56,389.0 $11.0M 0.09% NEW $194.38 +24.3%
194 ZTS ZOETIS INC Healthcare 86,914.0 $10.9M 0.09% NEW $125.83 -39.5%
195 ED CONSOLIDATED EDISON INC Utilities 109,146.0 $10.8M 0.09% NEW $99.32 +12.8%
196 NXPI NXP SEMICONDUCTORS N V Technology 49,806.0 $10.8M 0.09% NEW $217.06 +27.6%
197 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 140,695.0 $10.8M 0.09% NEW $76.67 +25.7%
198 CVNA CARVANA CO Consumer Cyclical 25,518.0 $10.8M 0.09% NEW $422.02 -85.2%
199 FDX FEDEX CORP Industrials 36,894.0 $10.7M 0.09% NEW $288.85 +10.3%
200 PYPL PAYPAL HLDGS INC Financial Services 181,944.0 $10.6M 0.09% NEW $58.38 -24.1%
Page 10 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%