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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 10 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FDX FEDEX CORP Industrials 49,518.0 $15.5M 0.10% +6K +14.2% $313.13 +6.7%
182 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 124,995.0 $15.4M 0.10% +13K +11.3% $123.11 +32.4%
183 VICI VICI PPTYS INC Real Estate 579,529.0 $15.4M 0.10% +56K +10.7% $26.55 +0.9%
184 AON AON PLC Financial Services 46,337.0 $15.4M 0.10% +6K +13.5% $331.69 +8.3%
185 SPOT SPOTIFY TECHNOLOGY S A Communication Services 33,428.0 $15.3M 0.10% +467.0 +1.4% $459.13 +17.1%
186 D DOMINION ENERGY INC Utilities 224,612.0 $15.3M 0.10% +15K +7.3% $68.29 -2.5%
187 DASH DOORDASH INC Communication Services 82,971.0 $15.3M 0.10% +6K +7.7% $184.53 +24.1%
188 GM GENERAL MTRS CO Consumer Cyclical 196,662.0 $15.2M 0.10% +13K +7.3% $77.08 +12.8%
189 EXC EXELON CORP Utilities 324,726.0 $15.1M 0.10% -13K -3.9% $46.62 -4.9%
190 REGN REGENERON PHARMACEUTICALS Healthcare 24,134.0 $15.0M 0.10% +3K +14.8% $623.54 +32.9%
191 MCO MOODYS CORP Financial Services 32,802.0 $14.9M 0.10% +2K +5.8% $452.92 +12.9%
192 TRGP TARGA RES CORP Energy 55,074.0 $14.8M 0.10% +6K +12.5% $268.14 +9.7%
193 ALAB ASTERA LABS INC Technology 30,562.0 $14.8M 0.10% +4K +16.7% $483.02 -42.5%
194 HPE HEWLETT PACKARD ENTERPRISE C Technology 326,568.0 $14.7M 0.10% -38K -10.5% $45.11 +16.2%
195 ABNB AIRBNB INC Consumer Cyclical 101,767.0 $14.6M 0.10% +14K +15.6% $143.10 +32.9%
196 MPWR MONOLITHIC PWR SYS INC Technology 10,473.0 $14.5M 0.10% +904.0 +9.4% $1382.36 -7.0%
197 IRM IRON MTN INC DEL Real Estate 113,862.0 $14.4M 0.10% +8K +7.8% $126.31 -4.1%
198 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 48,977.0 $14.4M 0.10% +2K +3.5% $293.18 +4.5%
199 VLO VALERO ENERGY CORP Energy 54,895.0 $14.3M 0.10% +4K +7.3% $260.44 +32.9%
200 LNG CHENIERE ENERGY INC Energy 59,781.0 $14.3M 0.10% +3K +4.6% $239.01 +17.5%
Page 10 of 33  ·  641 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%