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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 17 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MAA MID-AMER APT CMNTYS INC Real Estate 52,493.0 $7.3M 0.05% +5K +9.4% $138.94 -4.4%
322 ESS ESSEX PPTY TR INC Real Estate 24,944.0 $7.3M 0.05% +1K +5.3% $291.59 +0.4%
323 HUBB HUBBELL INC Industrials 13,812.0 $7.2M 0.05% +404.0 +3.0% $523.20 -10.9%
324 SYF SYNCHRONY FINANCIAL Financial Services 94,475.0 $7.2M 0.05% -15K -13.4% $76.05 +5.4%
325 RBLX ROBLOX CORP Technology 132,118.0 $7.2M 0.05% +14K +11.6% $54.38 -29.2%
326 GD GENERAL DYNAMICS CORP Industrials 20,126.0 $7.1M 0.05% +2K +8.4% $354.24 +6.2%
327 WSM WILLIAMS SONOMA INC Consumer Cyclical 30,458.0 $7.1M 0.05% +3K +9.9% $233.10 +0.9%
328 RJF RAYMOND JAMES FINL INC Financial Services 46,626.0 $7.1M 0.05% +7K +18.3% $152.03 +15.3%
329 CINF CINCINNATI FINL CORP Financial Services 38,234.0 $7.1M 0.05% +6K +18.7% $185.14 -7.4%
330 XYL XYLEM INC Industrials 59,576.0 $7.0M 0.05% +9K +17.6% $118.21 -4.2%
331 PPG PPG INDS INC Basic Materials 58,012.0 $7.0M 0.05% +8K +15.7% $121.29 -7.2%
332 ZTS ZOETIS INC Healthcare 97,633.0 $7.0M 0.05% +8K +9.0% $71.86 +6.6%
333 STLD STEEL DYNAMICS INC Basic Materials 30,379.0 $7.0M 0.05% +3K +10.4% $229.46 -0.5%
334 RPRX ROYALTY PHARMA PLC Healthcare 124,013.0 $7.0M 0.05% +3K +2.7% $56.07 +10.6%
335 NOC NORTHROP GRUMMAN CORP Industrials 13,567.0 $6.9M 0.05% +1K +11.0% $509.31 +6.7%
336 DOV DOVER CORP Industrials 30,778.0 $6.9M 0.05% +3K +11.9% $224.28 -10.3%
337 CASY CASEYS GEN STORES INC Consumer Cyclical 8,649.0 $6.9M 0.04% +995.0 +13.0% $794.79 +4.9%
338 COIN COINBASE GLOBAL INC Financial Services 47,006.0 $6.9M 0.04% +5K +11.2% $146.19 +26.9%
339 NTRS NORTHERN TR CORP Financial Services 39,494.0 $6.9M 0.04% +3K +7.3% $173.84 +7.2%
340 TDY TELEDYNE TECHNOLOGIES INC Technology 10,219.0 $6.8M 0.04% +1K +11.0% $666.90 -6.2%
Page 17 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%