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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 17 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FISV FISERV INC Technology 111,589.0 $6.2M 0.05% +7K +6.6% $55.80 -11.4%
322 HSY HERSHEY CO Consumer Defensive 29,950.0 $6.2M 0.05% +338.0 +1.1% $207.89 -13.8%
323 OTIS OTIS WORLDWIDE CORP Industrials 80,576.0 $6.2M 0.05% +2K +2.6% $77.08 -5.0%
324 CFG CITIZENS FINL GROUP INC Financial Services 101,893.0 $6.1M 0.05% +3K +2.8% $59.97 +17.4%
325 XYL XYLEM INC Industrials 50,671.0 $6.1M 0.05% +459.0 +0.9% $119.50 -2.6%
326 CBOE CBOE GLOBAL MKTS INC Financial Services 21,506.0 $6.0M 0.05% +571.0 +2.7% $281.07 -13.8%
327 TPL TEXAS PACIFIC LAND CORPORATI Energy 12,608.0 $6.0M 0.05% -565.0 -4.3% $474.56 -16.6%
328 INVH INVITATION HOMES INC Real Estate 240,764.0 $6.0M 0.05% $24.85 +22.6%
329 IQVIA HLDGS INC 35,037.0 $6.0M 0.05% +2K +5.3% $170.54
330 MAA MID-AMER APT CMNTYS INC Real Estate 47,982.0 $5.9M 0.05% +3K +7.5% $122.12 +15.2%
331 RPRX ROYALTY PHARMA PLC Healthcare 120,803.0 $5.8M 0.05% +4K +3.3% $47.97 +17.2%
332 LPLA LPL FINL HLDGS INC Financial Services 19,251.0 $5.8M 0.05% +1K +6.6% $300.83 -10.7%
333 TDG TRANSDIGM GROUP INC Industrials 4,980.0 $5.8M 0.05% NEW $1158.96 +14.3%
334 PHM PULTE GROUP INC Consumer Cyclical 48,908.0 $5.8M 0.05% -815.0 -1.6% $117.61 +17.0%
335 ESS ESSEX PPTY TR INC Real Estate 23,693.0 $5.7M 0.05% +860.0 +3.8% $242.00 +22.0%
336 DOV DOVER CORP Industrials 27,492.0 $5.7M 0.05% $208.45 +8.4%
337 VRSK VERISK ANALYTICS INC Industrials 30,174.0 $5.7M 0.05% +1K +3.9% $189.75 -4.0%
338 RJF RAYMOND JAMES FINL INC Financial Services 39,423.0 $5.7M 0.05% +2K +5.9% $144.79 +3.6%
339 LHX L3HARRIS TECHNOLOGIES INC Industrials 16,505.0 $5.7M 0.05% -437.0 -2.6% $345.15 -15.6%
340 DD DUPONT DE NEMOURS INC Basic Materials 123,062.0 $5.6M 0.05% +8K +6.7% $45.80 +199.6%
Page 17 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%