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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 16 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NTRA NATERA INC Healthcare 30,278.0 $8.2M 0.05% +4K +16.4% $271.45 +22.7%
302 ON ON SEMICONDUCTOR CORP Technology 86,549.0 $8.2M 0.05% +10K +13.2% $94.54 -23.8%
303 EQT EQT CORP Energy 153,495.0 $8.2M 0.05% +6K +4.0% $53.17 +1.6%
304 WCN WASTE CONNECTIONS INC Industrials 47,774.0 $8.0M 0.05% -2K -3.9% $166.69 -0.3%
305 PYPL PAYPAL HLDGS INC Financial Services 184,135.0 $8.0M 0.05% $43.18 +44.0%
306 EME EMCOR GROUP INC Industrials 9,474.0 $7.9M 0.05% +835.0 +9.7% $829.88 -9.6%
307 BIIB BIOGEN INC Healthcare 36,263.0 $7.8M 0.05% -2K -5.9% $216.06 +2.3%
308 INGERSOLL RAND INC 94,152.0 $7.7M 0.05% +9K +11.2% $81.99
309 CNC CENTENE CORP DEL Healthcare 119,850.0 $7.7M 0.05% -3K -2.1% $64.19 +2.0%
310 SE SEA LTD Consumer Cyclical 80,209.0 $7.7M 0.05% +558.0 +0.7% $95.83 +25.2%
311 CFG CITIZENS FINL GROUP INC Financial Services 109,194.0 $7.7M 0.05% +7K +7.2% $70.07 -0.3%
312 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 117,228.0 $7.5M 0.05% +13K +12.3% $64.01 +15.6%
313 Q QNITY ELECTRONICS INC Technology 45,384.0 $7.4M 0.05% +3K +7.4% $163.31 -22.0%
314 ROP ROPER TECHNOLOGIES INC Industrials 21,872.0 $7.4M 0.05% +832.0 +4.0% $338.39 +21.4%
315 INVH INVITATION HOMES INC Real Estate 244,834.0 $7.4M 0.05% +4K +1.7% $30.21 -0.1%
316 IQVIA HLDGS INC 38,182.0 $7.4M 0.05% +3K +9.0% $193.22
317 FE FIRSTENERGY CORP Utilities 155,157.0 $7.4M 0.05% -7K -4.6% $47.54 -2.0%
318 TPR TAPESTRY INC Consumer Cyclical 50,308.0 $7.4M 0.05% +2K +4.8% $146.38 -11.1%
319 PAYX PAYCHEX INC Industrials 74,718.0 $7.3M 0.05% +6K +9.4% $98.33 +27.2%
320 TDG TRANSDIGM GROUP INC Industrials 5,477.0 $7.3M 0.05% +497.0 +10.0% $1332.04 -10.5%
Page 16 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%