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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 15 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GRMN GARMIN LTD Technology 37,689.0 $9.0M 0.06% +4K +12.6% $237.54 +22.4%
282 FANG DIAMONDBACK ENERGY INC Energy 50,825.0 $8.9M 0.06% +8K +17.9% $175.78 +15.2%
283 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 29,661.0 $8.9M 0.06% +2K +8.8% $301.03 -21.1%
284 HONEYWELL INTL INC 39,873.0 $8.9M 0.06% NEW $223.90
285 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 100,680.0 $8.8M 0.06% +6K +6.9% $87.04 +8.6%
286 DHI D R HORTON INC Consumer Cyclical 53,700.0 $8.7M 0.06% +4K +8.4% $162.88 -8.9%
287 MSCI MSCI INC Financial Services 15,422.0 $8.6M 0.06% +765.0 +5.2% $560.04 +1.2%
288 HBAN HUNTINGTON BANCSHARES INC Financial Services 485,173.0 $8.6M 0.06% +73K +17.8% $17.73 -4.3%
289 ATO ATMOS ENERGY CORP Utilities 49,832.0 $8.6M 0.06% +7K +15.9% $172.27 -2.7%
290 BLOCK INC 111,596.0 $8.5M 0.06% +5K +4.6% $76.00
291 ODFL OLD DOMINION FREIGHT LINE IN Industrials 39,080.0 $8.5M 0.06% +4K +11.7% $216.60 -7.1%
292 ES EVERSOURCE ENERGY Utilities 116,456.0 $8.4M 0.06% +7K +6.0% $72.27 -1.7%
293 MLM MARTIN MARIETTA MATLS INC Basic Materials 14,591.0 $8.4M 0.06% +2K +12.1% $576.70 -8.3%
294 KMB KIMBERLY-CLARK CORP Consumer Defensive 76,475.0 $8.4M 0.06% +10K +14.4% $109.77 +0.4%
295 NTAP NETAPP INC Technology 53,873.0 $8.3M 0.06% -8K -13.5% $154.76 +22.3%
296 ACGL ARCH CAP GROUP LTD Financial Services 85,599.0 $8.3M 0.06% +8K +10.4% $97.06 +3.6%
297 KVUE KENVUE INC Consumer Defensive 434,471.0 $8.3M 0.06% +38K +9.5% $19.11 +0.6%
298 A AGILENT TECHNOLOGIES INC Healthcare 62,257.0 $8.3M 0.06% +6K +10.6% $132.83 +16.3%
299 JBL JABIL INC Technology 21,448.0 $8.3M 0.06% +2K +11.9% $385.48 -19.6%
300 WAT WATERS CORP Healthcare 21,933.0 $8.2M 0.05% +3K +16.1% $375.04 +10.2%
Page 15 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%