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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 12 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AJG GALLAGHER ARTHUR J & CO Financial Services 57,035.0 $13.1M 0.09% +7K +13.3% $229.57 +18.5%
222 STT STATE STR CORP Financial Services 75,952.0 $12.9M 0.09% -9K -10.2% $169.60 +12.6%
223 KKR KKR & CO INC 138,671.0 $12.7M 0.08% +17K +14.1% $91.78
224 NEBIUS GROUP N.V. 46,057.0 $12.7M 0.08% +6K +15.6% $276.17
225 FAST FASTENAL CO Industrials 263,886.0 $12.7M 0.08% +29K +12.6% $48.03 +6.8%
226 BKR BAKER HUGHES COMPANY Energy 226,822.0 $12.6M 0.08% +24K +11.9% $55.50 +11.7%
227 AME AMETEK INC Industrials 51,479.0 $12.5M 0.08% +5K +10.2% $241.94 +0.2%
228 XEL XCEL ENERGY INC Utilities 152,549.0 $12.2M 0.08% +19K +13.9% $80.30 -3.7%
229 APOS APOLLO GLOBAL MGMT INC 102,873.0 $12.2M 0.08% +2K +1.8% $118.31
230 PSX PHILLIPS 66 Energy 71,928.0 $12.2M 0.08% +5K +7.5% $169.05 +43.1%
231 WAB WABTEC Industrials 44,668.0 $12.0M 0.08% +2K +5.3% $269.60 +10.4%
232 RKLB ROCKET LAB CORP Industrials 117,741.0 $12.0M 0.08% +20K +20.9% $101.65 -32.8%
233 F FORD MTR CO Consumer Cyclical 858,428.0 $11.9M 0.08% +91K +11.9% $13.90 +0.2%
234 AZO AUTOZONE INC Consumer Cyclical 3,714.0 $11.9M 0.08% +334.0 +9.9% $3195.94 -5.8%
235 NI NISOURCE INC Utilities 245,956.0 $11.7M 0.08% +23K +10.2% $47.55 -14.1%
236 FITB FIFTH THIRD BANCORP Financial Services 205,107.0 $11.6M 0.08% +29K +16.5% $56.37 -2.6%
237 EBAY EBAY INC. Consumer Cyclical 103,030.0 $11.5M 0.08% +8K +7.9% $111.75 -4.2%
238 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 141,136.0 $11.5M 0.08% +10K +7.7% $81.16 -9.4%
239 EXR EXTRA SPACE STORAGE INC Real Estate 78,580.0 $11.4M 0.08% +3K +3.5% $145.30 +0.7%
240 CAH CARDINAL HEALTH INC Healthcare 47,946.0 $11.4M 0.07% +5K +11.6% $237.56 -2.2%
Page 12 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%