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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 19 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CMS CMS ENERGY CORP Utilities 67,017.0 $5.2M 0.04% $77.58 +1.6%
362 FICO FAIR ISAAC CORP Technology 4,838.0 $5.2M 0.04% NEW $1067.54 +10.8%
363 NTRS NORTHERN TR CORP Financial Services 36,793.0 $5.1M 0.04% +266.0 +0.7% $139.57 +24.6%
364 NRG NRG ENERGY INC Utilities 35,102.0 $5.1M 0.04% +4K +11.3% $146.14 +2.2%
365 SUI SUN CMNTYS INC Real Estate 40,721.0 $5.1M 0.04% -3K -7.1% $125.96 -3.7%
366 PNR PENTAIR PLC Industrials 58,788.0 $5.1M 0.04% +7K +13.7% $87.11 -12.3%
367 JBL JABIL INC Technology 19,169.0 $5.1M 0.04% +537.0 +2.9% $265.63 +35.0%
368 CINF CINCINNATI FINL CORP Financial Services 32,204.0 $5.1M 0.04% +2K +6.3% $157.35 +17.0%
369 WSM WILLIAMS SONOMA INC Consumer Cyclical 27,707.0 $5.1M 0.04% +1K +4.6% $182.33 +31.2%
370 NU NU HLDGS LTD Financial Services 351,137.0 $5.0M 0.04% +9K +2.6% $14.37 -8.4%
371 DG DOLLAR GEN CORP Consumer Defensive 42,422.0 $5.0M 0.04% +266.0 +0.6% $118.73 +0.7%
372 AMCOR PLC 109,197.0 $5.0M 0.04% NEW $45.76
373 CTRA COTERRA ENERGY INC Energy 141,359.0 $5.0M 0.04% -3K -2.2% $35.14 -7.3%
374 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 80,791.0 $5.0M 0.04% -12K -13.3% $61.35 -34.8%
375 STLD STEEL DYNAMICS INC Basic Materials 27,519.0 $5.0M 0.04% +2K +6.4% $180.00 +36.4%
376 RF REGIONS FINANCIAL CORP NEW Financial Services 187,988.0 $4.9M 0.04% +2K +1.0% $26.12 +15.1%
377 FTAI AVIATION LTD 19,928.0 $4.9M 0.04% NEW $245.00
378 OMC OMNICOM GROUP INC Communication Services 64,793.0 $4.9M 0.04% +6K +10.3% $75.31 -2.9%
379 Q QNITY ELECTRONICS INC Technology 42,262.0 $4.9M 0.04% +1K +3.4% $115.38 +37.1%
380 MTD METTLER TOLEDO INTERNATIONAL Healthcare 3,854.0 $4.9M 0.04% NEW $1261.20 +0.2%
Page 19 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%