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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 14 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 264,366.0 $8.5M 0.07% +6K +2.2% $32.01 +4.2%
262 CNP CENTERPOINT ENERGY INC Utilities 195,780.0 $8.4M 0.07% +11K +5.9% $43.16 +4.4%
263 CBRE CBRE GROUP INC Real Estate 62,329.0 $8.4M 0.07% +2K +3.7% $135.46 +1.4%
264 NOC NORTHROP GRUMMAN CORP Industrials 12,218.0 $8.3M 0.07% +590.0 +5.1% $682.24 -26.7%
265 EMR EMERSON ELEC CO Industrials 63,420.0 $8.3M 0.07% -1K -1.9% $131.02 +9.5%
266 PYPL PAYPAL HLDGS INC Financial Services 183,236.0 $8.3M 0.07% +1K +0.7% $45.23 -2.1%
267 FE FIRSTENERGY CORP Utilities 162,568.0 $8.2M 0.07% +3K +1.9% $50.66 -4.3%
268 EIX EDISON INTL Utilities 112,394.0 $8.2M 0.07% -7K -6.1% $73.18 +3.4%
269 FITB FIFTH THIRD BANCORP Financial Services 176,117.0 $8.2M 0.07% +50K +39.7% $46.46 +21.2%
270 DVN DEVON ENERGY CORP NEW Energy 161,953.0 $8.1M 0.07% +15K +10.2% $50.32 -16.1%
271 WCN WASTE CONNECTIONS INC Industrials 49,694.0 $8.1M 0.07% +2K +4.6% $162.44 +3.4%
272 ATO ATMOS ENERGY CORP Utilities 42,982.0 $7.9M 0.07% -4K -9.3% $184.72 -5.2%
273 MSCI MSCI INC Financial Services 14,657.0 $7.9M 0.07% $539.01 +2.9%
274 EQR EQUITY RESIDENTIAL Real Estate 132,324.0 $7.8M 0.07% +1K +1.1% $59.15 +15.6%
275 MTB M & T BK CORP Financial Services 37,672.0 $7.8M 0.07% +1K +3.1% $206.72 +14.8%
276 GRMN GARMIN LTD Technology 33,471.0 $7.8M 0.07% +2K +5.7% $232.01 +0.2%
277 PDD PDD HOLDINGS INC Consumer Cyclical 75,408.0 $7.7M 0.06% +405.0 +0.5% $102.18 -25.1%
278 MLM MARTIN MARIETTA MATLS INC Basic Materials 13,020.0 $7.7M 0.06% +1K +12.6% $588.68 +4.7%
279 ES EVERSOURCE ENERGY Utilities 109,855.0 $7.6M 0.06% -14K -11.6% $69.28 +6.1%
280 PRU PRUDENTIAL FINL INC Financial Services 77,613.0 $7.6M 0.06% +2K +2.2% $97.69 +10.8%
Page 14 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%