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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 18 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 19,366.0 $5.6M 0.05% $290.70 -8.7%
342 WAT WATERS CORP Healthcare 18,883.0 $5.6M 0.05% +8K +67.1% $297.80 +25.7%
343 TDY TELEDYNE TECHNOLOGIES INC Technology 9,209.0 $5.6M 0.05% NEW $605.01 +3.2%
344 CASY CASEYS GEN STORES INC Consumer Cyclical 7,654.0 $5.6M 0.05% NEW $727.86 +7.0%
345 CCL CARNIVAL CORP Consumer Cyclical 213,895.0 $5.5M 0.05% +18K +9.3% $25.88 +12.3%
346 TSCO TRACTOR SUPPLY CO Consumer Cyclical 122,114.0 $5.5M 0.05% +5K +4.6% $45.30 -31.1%
347 KIM KIMCO REALTY CORP Real Estate 246,077.0 $5.5M 0.05% +8K +3.2% $22.47 +15.2%
348 ANNALY CAPITAL MANAGEMENT IN 260,032.0 $5.5M 0.05% +56K +27.3% $21.15
349 WDAY WORKDAY INC Technology 42,003.0 $5.5M 0.05% +283.0 +0.7% $129.92 -4.4%
350 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 74,024.0 $5.4M 0.04% +3K +4.0% $72.69 +5.6%
351 FLEX FLEXTRONICS INTL LTD Technology 82,196.0 $5.4M 0.04% +4K +5.7% $65.46 +124.1%
352 WPC WP CAREY INC Real Estate 78,994.0 $5.4M 0.04% +458.0 +0.6% $67.96 +8.7%
353 PPG PPG INDS INC Basic Materials 50,130.0 $5.4M 0.04% -8K -13.6% $106.88 +15.3%
354 EXPE EXPEDIA GROUP INC Consumer Cyclical 23,136.0 $5.3M 0.04% +2K +9.1% $230.89 +13.8%
355 VEEV VEEVA SYS INC Healthcare 30,254.0 $5.3M 0.04% +2K +6.6% $175.66 -2.4%
356 DXCM DEXCOM INC Healthcare 84,623.0 $5.3M 0.04% +2K +2.9% $62.80 +11.7%
357 SYY SYSCO CORP Consumer Defensive 74,455.0 $5.3M 0.04% -6K -8.0% $71.33 +16.1%
358 ARES ARES MANAGEMENT CORPORATION Financial Services 48,329.0 $5.3M 0.04% +4K +9.1% $109.10 +0.0%
359 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 8,878.0 $5.3M 0.04% NEW $592.98 -8.5%
360 NTRA NATERA INC Healthcare 26,024.0 $5.2M 0.04% +889.0 +3.5% $199.99 +31.0%
Page 18 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%