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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 11 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WBD WARNER BROS DISCOVERY INC Communication Services 534,940.0 $14.3M 0.09% +68K +14.5% $26.66 +7.7%
202 LITE LUMENTUM HLDGS INC Technology 16,601.0 $14.2M 0.09% +2K +13.2% $858.06 -3.3%
203 TGT TARGET CORP Consumer Defensive 109,022.0 $14.2M 0.09% +15K +15.9% $130.61 +30.1%
204 HCA HCA HEALTHCARE INC Healthcare 35,839.0 $14.0M 0.09% +2K +6.9% $389.89 +10.1%
205 WEC WEC ENERGY GROUP INC Utilities 119,219.0 $13.9M 0.09% +14K +13.2% $116.77 -7.9%
206 KEYS KEYSIGHT TECHNOLOGIES INC Technology 39,728.0 $13.9M 0.09% +5K +16.0% $350.07 -11.3%
207 ENTERGY CORP NEW 120,836.0 $13.9M 0.09% +7K +6.2% $114.86
208 FLEX FLEX LTD Technology 85,480.0 $13.9M 0.09% +3K +4.0% $162.07 -34.2%
209 PCAR PACCAR INC Industrials 114,327.0 $13.7M 0.09% +13K +12.8% $120.12 +8.2%
210 CARR CARRIER GLOBAL CORPORATION Industrials 184,995.0 $13.6M 0.09% +7K +3.9% $73.35 -18.2%
211 ALL ALLSTATE CORP Financial Services 57,017.0 $13.6M 0.09% +6K +11.9% $237.94 +9.4%
212 MET METLIFE INC Financial Services 159,972.0 $13.5M 0.09% +10K +6.4% $84.61 +13.7%
213 MPC MARATHON PETE CORP Energy 52,906.0 $13.5M 0.09% +3K +5.2% $255.67 +41.8%
214 CTVA CORTEVA INC Basic Materials 159,009.0 $13.5M 0.09% +19K +13.7% $84.69 -2.2%
215 TEL TE CONNECTIVITY PLC Technology 66,476.0 $13.4M 0.09% +6K +10.7% $201.61 +0.4%
216 AFL AFLAC INC Financial Services 113,717.0 $13.3M 0.09% +2K +1.6% $117.25 +0.8%
217 CTAS CINTAS CORP Industrials 77,807.0 $13.2M 0.09% +4K +5.7% $170.08 +21.9%
218 GWW WW GRAINGER INC Industrials 9,689.0 $13.2M 0.09% +637.0 +7.0% $1360.40 -2.8%
219 ROK ROCKWELL AUTOMATION INC Industrials 26,610.0 $13.2M 0.09% +629.0 +2.4% $495.08 -13.2%
220 EW EDWARDS LIFESCIENCES CORP Healthcare 145,101.0 $13.1M 0.09% +12K +8.8% $90.46 +0.0%
Page 11 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%