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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 10 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ENTERGY CORP NEW 113,819.0 $12.8M 0.11% +2K +1.6% $112.36
182 ADSK AUTODESK INC Technology 53,026.0 $12.7M 0.11% +2K +3.6% $239.40 -18.0%
183 VLO VALERO ENERGY CORP Energy 51,179.0 $12.6M 0.10% +4K +7.3% $247.08 +5.0%
184 TEL TE CONNECTIVITY PLC Technology 60,029.0 $12.5M 0.10% +2K +3.4% $209.02 -5.4%
185 NKE NIKE INC Consumer Cyclical 235,740.0 $12.5M 0.10% +11K +5.0% $52.82 -22.9%
186 CTAS CINTAS CORP Industrials 73,611.0 $12.5M 0.10% +2K +3.0% $169.14 +1.6%
187 BKR BAKER HUGHES COMPANY Energy 202,742.0 $12.4M 0.10% -18K -8.2% $61.05 -7.4%
188 MPC MARATHON PETE CORP Energy 50,282.0 $12.3M 0.10% +2K +5.0% $244.18 +4.0%
189 AFL AFLAC INC Financial Services 111,901.0 $12.3M 0.10% +730.0 +0.7% $109.71 +9.5%
190 TRGP TARGA RES CORP Energy 48,937.0 $12.3M 0.10% -3K -5.0% $250.73 +8.7%
191 WEC WEC ENERGY GROUP INC Utilities 105,276.0 $12.2M 0.10% +34K +48.7% $115.77 +2.7%
192 PSX PHILLIPS 66 Energy 66,891.0 $12.2M 0.10% +5K +7.6% $182.18 -5.8%
193 CIEN CIENA CORP Technology 31,384.0 $12.2M 0.10% +1K +3.6% $388.23 +23.5%
194 PCAR PACCAR INC Industrials 101,367.0 $11.7M 0.10% +10K +10.8% $115.50 +4.5%
195 CTVA CORTEVA INC Basic Materials 139,846.0 $11.7M 0.10% $83.71 -1.3%
196 HIG HARTFORD INSURANCE GROUP INC Financial Services 86,277.0 $11.7M 0.10% +4K +4.8% $135.23 -1.0%
197 DASH DOORDASH INC Communication Services 77,012.0 $11.6M 0.10% +4K +5.3% $150.15 +21.9%
198 AZO AUTOZONE INC Consumer Cyclical 3,380.0 $11.4M 0.10% NEW $3377.78 -7.4%
199 TGT TARGET CORP Consumer Defensive 94,063.0 $11.4M 0.10% +9K +11.1% $121.20 +15.8%
200 APOS APOLLO GLOBAL MGMT INC Financial Services 101,026.0 $11.3M 0.09% +11K +12.5% $111.42 -77.1%
Page 10 of 35  ·  686 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%