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Portfolio (Quarterly) Guide ↗

IFM Investors Pty Ltd

· CIK 0001698246
13F Portfolio $12.0B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 606 New
Page 19 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CINF CINCINNATI FINL CORP Financial Services 30,286.0 $4.9M 0.04% NEW $163.31 +12.7%
362 TWLO TWILIO INC Communication Services 34,333.0 $4.9M 0.04% NEW $142.25 +34.7%
363 HBAN HUNTINGTON BANCSHARES INC Financial Services 281,271.0 $4.9M 0.04% NEW $17.35 +2.5%
364 HPQ HP INC Technology 217,559.0 $4.8M 0.04% NEW $22.28 +2.7%
365 KIM KIMCO RLTY CORP Real Estate 238,335.0 $4.8M 0.04% NEW $20.27 +27.7%
366 EL LAUDER ESTEE COS INC Consumer Defensive 46,102.0 $4.8M 0.04% NEW $104.72 -23.1%
367 DLTR DOLLAR TREE INC Consumer Defensive 38,965.0 $4.8M 0.04% NEW $123.01 +0.7%
368 CNC CENTENE CORP DEL Healthcare 116,382.0 $4.8M 0.04% NEW $41.15 +59.7%
369 OMC OMNICOM GROUP INC Communication Services 58,734.0 $4.7M 0.04% NEW $80.75 -9.5%
370 WSM WILLIAMS SONOMA INC Consumer Cyclical 26,499.0 $4.7M 0.04% NEW $178.57 +33.9%
371 CMS CMS ENERGY CORP Utilities 67,294.0 $4.7M 0.04% NEW $69.93 +12.7%
372 FLEX FLEX LTD Technology 77,798.0 $4.7M 0.04% NEW $60.43 +142.8%
373 PSTG PURE STORAGE INC Technology 69,810.0 $4.7M 0.04% NEW $67.01 +11.3%
374 DD DUPONT DE NEMOURS INC Basic Materials 115,294.0 $4.6M 0.04% NEW $40.20 +241.3%
375 RDDT REDDIT INC Communication Services 20,121.0 $4.6M 0.04% NEW $229.86 -27.4%
376 STE STERIS PLC Healthcare 18,245.0 $4.6M 0.04% NEW $253.49 -14.9%
377 ANNALY CAPITAL MANAGEMENT IN 204,230.0 $4.6M 0.04% NEW $22.36
378 HUBS HUBSPOT INC Technology 11,336.0 $4.5M 0.04% NEW $401.29 -53.8%
379 RPRX ROYALTY PHARMA PLC Healthcare 116,984.0 $4.5M 0.04% NEW $38.64 +45.5%
380 AMH AMERICAN HOMES 4 RENT Real Estate 140,241.0 $4.5M 0.04% NEW $32.10 +6.2%
Page 19 of 31  ·  606 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 35.4%
Financial Services 11.9%
Communication Services 11.0%
Healthcare 9.8%
Consumer Cyclical 9.8%
Industrials 6.6%
Consumer Defensive 4.4%
Real Estate 3.5%
Utilities 3.0%
Energy 3.0%