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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 13 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CCI CROWN CASTLE INC Real Estate 114,709.0 $9.3M 0.08% +2K +2.2% $81.31 +1.6%
242 ROK ROCKWELL AUTOMATION INC Industrials 25,981.0 $9.3M 0.08% +1K +4.2% $358.88 +32.9%
243 TER TERADYNE INC Technology 31,350.0 $9.3M 0.08% +1K +5.0% $296.46 +47.4%
244 AMP AMERIPRISE FINL INC Financial Services 20,815.0 $9.3M 0.08% +1K +5.7% $444.40 +1.9%
245 CAH CARDINAL HEALTH INC Healthcare 42,962.0 $9.1M 0.08% +5K +14.7% $211.31 +12.6%
246 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 27,266.0 $9.0M 0.07% +1K +3.9% $330.87 -11.9%
247 KDP KEURIG DR PEPPER INC Consumer Defensive 341,885.0 $9.0M 0.07% +33K +10.5% $26.33 +26.9%
248 BDX BECTON DICKINSON & CO Healthcare 56,716.0 $8.9M 0.07% +2K +3.8% $157.23 -0.8%
249 F FORD MTR CO Consumer Cyclical 767,275.0 $8.9M 0.07% +14K +1.9% $11.54 +22.4%
250 AIG AMERICAN INTL GROUP INC Financial Services 116,757.0 $8.8M 0.07% +905.0 +0.8% $75.25 +0.4%
251 NDAQ NASDAQ INC Financial Services 103,347.0 $8.8M 0.07% +4K +4.5% $84.89 -7.5%
252 YUM YUM BRANDS INC Consumer Cyclical 56,367.0 $8.8M 0.07% +2K +2.9% $155.48 +0.6%
253 AVB AVALONBAY CMNTYS INC Real Estate 53,245.0 $8.7M 0.07% +1K +2.0% $163.35 +16.4%
254 CVNA CARVANA CO Consumer Cyclical 27,664.0 $8.7M 0.07% +2K +8.4% $314.38 -80.2%
255 HPE HEWLETT PACKARD ENTERPRISE C Technology 364,994.0 $8.7M 0.07% +18K +5.2% $23.81 +83.6%
256 EBAY EBAY INC. Consumer Cyclical 95,470.0 $8.7M 0.07% +6K +6.2% $91.02 +18.5%
257 KR KROGER CO Consumer Defensive 119,562.0 $8.7M 0.07% +10K +9.1% $72.36 -20.2%
258 OXY OCCIDENTAL PETE CORP Energy 132,562.0 $8.6M 0.07% +25K +23.6% $65.00 -23.1%
259 AWK AMERICAN WTR WKS CO INC NEW Utilities 63,312.0 $8.6M 0.07% -7K -9.4% $136.09 -2.5%
260 FANG DIAMONDBACK ENERGY INC Energy 43,125.0 $8.5M 0.07% -3K -5.6% $197.79 -9.0%
Page 13 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%