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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 14 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AEE AMEREN CORP Utilities 88,024.0 $10.0M 0.07% -2K -2.7% $113.04 -5.4%
262 VST VISTRA CORP Utilities 62,262.0 $9.9M 0.07% $158.63 -12.8%
263 MTB M & T BK CORP Financial Services 41,151.0 $9.8M 0.07% +3K +9.2% $238.01 +0.9%
264 AXON AXON ENTERPRISE INC Industrials 17,430.0 $9.8M 0.07% +1K +8.7% $560.61 +7.9%
265 CVNA CARVANA CO Consumer Cyclical 145,498.0 $9.6M 0.06% +118K +425.9% $65.82 +13.5%
266 VMC VULCAN MATLS CO Basic Materials 32,366.0 $9.5M 0.06% +5K +18.1% $295.01 -6.8%
267 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 279,547.0 $9.5M 0.06% +35K +14.4% $33.88 +10.3%
268 BDX BECTON DICKINSON & CO Healthcare 62,250.0 $9.4M 0.06% +6K +9.8% $151.33 +23.9%
269 EIX EDISON INTL Utilities 126,493.0 $9.4M 0.06% +14K +12.5% $74.45 -0.6%
270 EMR EMERSON ELEC CO Industrials 65,717.0 $9.4M 0.06% +2K +3.6% $143.15 +9.5%
271 CCI CROWN CASTLE INC Real Estate 123,973.0 $9.4M 0.06% +9K +8.1% $75.73 +0.7%
272 RSG REPUBLIC SVCS INC Industrials 44,028.0 $9.4M 0.06% -7K -13.7% $213.08 +4.2%
273 PRU PRUDENTIAL FINL INC Financial Services 86,860.0 $9.4M 0.06% +9K +11.9% $107.93 +9.9%
274 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 37,240.0 $9.3M 0.06% +699.0 +1.9% $249.98 -5.6%
275 AIG AMERICAN INTL GROUP INC Financial Services 124,747.0 $9.3M 0.06% +8K +6.8% $74.53 +3.3%
276 CBRE CBRE GROUP INC Real Estate 68,251.0 $9.2M 0.06% +6K +9.5% $134.69 +12.0%
277 CENCORA INC 32,166.0 $9.1M 0.06% +2K +6.8% $282.98
278 NDAQ NASDAQ INC Financial Services 115,362.0 $9.1M 0.06% +12K +11.6% $78.82 +24.9%
279 AWK AMERICAN WTR WKS CO INC NEW Utilities 68,923.0 $9.1M 0.06% +6K +8.9% $131.58 +5.0%
280 EQR EQUITY RESIDENTIAL Real Estate 132,017.0 $9.0M 0.06% $67.93 -6.3%
Page 14 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%