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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 19 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 KR KROGER CO Consumer Defensive 111,010.0 $6.2M 0.04% -9K -7.2% $55.53 +4.7%
362 LYV LIVE NATION ENTERTAINMENT IN Communication Services 33,652.0 $6.2M 0.04% +3K +9.0% $183.11 +1.4%
363 NRG NRG ENERGY INC Utilities 41,978.0 $6.1M 0.04% +7K +19.6% $146.06 -21.4%
364 FICO FAIR ISAAC CORP Technology 5,124.0 $6.1M 0.04% +286.0 +5.9% $1194.78 -4.3%
365 TECHNIPFMC PLC 92,113.0 $6.1M 0.04% NEW $66.30
366 CPRT COPART INC Industrials 215,458.0 $6.1M 0.04% +26K +13.6% $28.19 +17.9%
367 FTAI AVIATION LTD 22,298.0 $6.0M 0.04% +2K +11.9% $270.53
368 RF REGIONS FINANCIAL CORP NEW Financial Services 199,634.0 $6.0M 0.04% +12K +6.2% $30.20 +1.0%
369 ENTG ENTEGRIS INC Technology 33,454.0 $6.0M 0.04% +5K +15.8% $179.86 -22.5%
370 PSTG EVERPURE INC 76,342.0 $6.0M 0.04% +2K +2.2% $78.79
371 FISV FISERV INC Technology 122,583.0 $6.0M 0.04% +11K +9.8% $49.05 +7.3%
372 PKG PACKAGING CORP AMER Consumer Cyclical 25,081.0 $6.0M 0.04% +3K +15.2% $238.28 +3.8%
373 CRWV COREWEAVE INC Technology 59,672.0 $5.9M 0.04% +13K +26.8% $99.54 -11.2%
374 ARES ARES MANAGEMENT CORPORATION Financial Services 52,883.0 $5.9M 0.04% +5K +9.4% $111.31 +27.3%
375 WST WEST PHARMACEUTICAL SVSC INC Healthcare 16,381.0 $5.9M 0.04% +3K +18.9% $359.00 -2.3%
376 FSLR FIRST SOLAR INC Energy 24,885.0 $5.9M 0.04% +2K +11.1% $235.96 -12.4%
377 LPLA LPL FINL HLDGS INC Financial Services 20,812.0 $5.9M 0.04% +2K +8.1% $281.68 +28.0%
378 CHD CHURCH & DWIGHT CO INC Consumer Defensive 60,417.0 $5.9M 0.04% +11K +21.4% $96.88 +5.5%
379 CBOE CBOE GLOBAL MKTS INC Financial Services 24,108.0 $5.9M 0.04% +3K +12.1% $242.67 +26.4%
380 AMRIZE LTD 109,663.0 $5.8M 0.04% +30K +38.3% $53.30
Page 19 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%