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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 11 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KKR KKR & CO INC Financial Services 121,487.0 $11.2M 0.09% +5K +4.0% $92.50 -2.6%
202 DELL DELL TECHNOLOGIES INC Technology 68,444.0 $11.2M 0.09% +2K +2.5% $164.13 +143.4%
203 RSG REPUBLIC SVCS INC Industrials 51,005.0 $11.2M 0.09% +11K +26.6% $219.02 -1.2%
204 ABNB AIRBNB INC Consumer Cyclical 88,029.0 $11.1M 0.09% +3K +3.4% $126.28 +15.3%
205 FORTINET INC 134,543.0 $11.0M 0.09% +2K +1.6% $81.72
206 AJG GALLAGHER ARTHUR J & CO Financial Services 50,353.0 $10.9M 0.09% +2K +5.2% $216.58 +4.4%
207 FAST FASTENAL CO Industrials 234,397.0 $10.9M 0.09% +7K +3.2% $46.40 +1.5%
208 IRM IRON MTN INC DEL Real Estate 105,601.0 $10.8M 0.09% +2K +1.9% $102.14 +29.7%
209 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 148,647.0 $10.8M 0.09% +8K +5.7% $72.46 +33.0%
210 STT STATE STR CORP Financial Services 84,534.0 $10.7M 0.09% +7K +9.7% $126.56 +32.8%
211 EW EDWARDS LIFESCIENCES CORP Healthcare 133,340.0 $10.7M 0.09% +4K +3.1% $80.08 +13.4%
212 MET METLIFE INC Financial Services 150,382.0 $10.6M 0.09% +10K +7.5% $70.72 +21.5%
213 XEL XCEL ENERGY INC Utilities 133,874.0 $10.6M 0.09% +4K +3.0% $79.44 +3.5%
214 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 131,094.0 $10.6M 0.09% -1K -0.8% $80.95 +3.2%
215 WAB WABTEC Industrials 42,416.0 $10.6M 0.09% +1K +3.6% $249.91 +7.9%
216 ZTS ZOETIS INC Healthcare 89,557.0 $10.6M 0.09% +3K +3.0% $118.21 -35.6%
217 ALL ALLSTATE CORP Financial Services 50,957.0 $10.6M 0.09% $207.34 +15.6%
218 ED CONSOLIDATED EDISON INC Utilities 93,207.0 $10.5M 0.09% -16K -14.6% $113.18 -1.0%
219 MPWR MONOLITHIC PWR SYS INC Technology 9,569.0 $10.5M 0.09% NEW $1093.35 +20.1%
220 NI NISOURCE INC Utilities 223,244.0 $10.4M 0.09% +27K +13.8% $46.66 +5.2%
Page 11 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%