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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 16 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 INGERSOLL RAND INC 84,705.0 $6.8M 0.06% $80.12
302 TPR TAPESTRY INC Consumer Cyclical 48,018.0 $6.8M 0.06% +3K +7.4% $141.11 +3.5%
303 RBLX ROBLOX CORP Technology 118,418.0 $6.7M 0.06% +8K +6.9% $56.56 -15.9%
304 EXPAND ENERGY CORPORATION 60,259.0 $6.6M 0.06% -2K -3.4% $109.78
305 MSTR STRATEGY INC Technology 52,880.0 $6.6M 0.06% +2K +4.5% $124.80 -34.0%
306 SE SEA LTD Consumer Cyclical 79,651.0 $6.6M 0.06% +6K +8.2% $82.81 +10.3%
307 HUBB HUBBELL INC Industrials 13,408.0 $6.6M 0.06% +758.0 +6.0% $490.74 +5.4%
308 KMB KIMBERLY-CLARK CORP Consumer Defensive 66,869.0 $6.5M 0.05% +3K +4.2% $96.47 +13.4%
309 HBAN HUNTINGTON BANCSHARES INC Financial Services 411,736.0 $6.4M 0.05% +130K +46.4% $15.65 +13.7%
310 BLOCK INC 106,655.0 $6.4M 0.05% +3K +2.7% $60.18
311 A AGILENT TECHNOLOGIES INC Healthcare 56,292.0 $6.4M 0.05% +4K +7.0% $113.98 +19.3%
312 EME EMCOR GROUP INC Industrials 8,639.0 $6.4M 0.05% NEW $738.31 +8.1%
313 NTAP NETAPP INC Technology 62,270.0 $6.4M 0.05% +3K +5.2% $102.39 +48.9%
314 GD GENERAL DYNAMICS CORP Industrials 18,563.0 $6.4M 0.05% -580.0 -3.0% $343.22 +1.0%
315 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 94,196.0 $6.3M 0.05% +6K +6.3% $67.07 +33.9%
316 BE BLOOM ENERGY CORP Industrials 46,550.0 $6.3M 0.05% +5K +12.0% $135.49 +86.0%
317 CPRT COPART INC Industrials 189,742.0 $6.3M 0.05% +15K +8.8% $33.20 -8.0%
318 PAYX PAYCHEX INC Industrials 68,319.0 $6.3M 0.05% +5K +7.6% $92.12 +8.4%
319 PPL PPL CORP Utilities 164,350.0 $6.3M 0.05% +4K +2.8% $38.20 -3.1%
320 RKLB ROCKET LAB CORP Industrials 97,389.0 $6.3M 0.05% +14K +17.1% $64.22 +31.6%
Page 16 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%