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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 20 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CYBERARK SOFTWARE LTD 10,073.0 $4.5M 0.04% NEW $446.04
382 DRI DARDEN RESTAURANTS INC Consumer Cyclical 24,267.0 $4.5M 0.04% NEW $184.04 +16.1%
383 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 30,991.0 $4.5M 0.04% NEW $143.88 +65.4%
384 GDDY GODADDY INC Technology 35,885.0 $4.5M 0.04% NEW $124.09 -31.9%
385 ZM ZOOM COMMUNICATIONS INC Technology 51,229.0 $4.4M 0.04% NEW $86.30 +0.2%
386 OXY OCCIDENTAL PETE CORP Energy 107,250.0 $4.4M 0.04% NEW $41.12 +21.6%
387 STLD STEEL DYNAMICS INC Basic Materials 25,862.0 $4.4M 0.04% NEW $169.44 +44.9%
388 TROW PRICE T ROWE GROUP INC Financial Services 42,731.0 $4.4M 0.04% NEW $102.38 +7.7%
389 PODD INSULET CORP Healthcare 15,377.0 $4.4M 0.04% NEW $284.26 -44.3%
390 LULU LULULEMON ATHLETICA INC Consumer Cyclical 21,030.0 $4.4M 0.04% NEW $207.80 -43.4%
391 EXPD EXPEDITORS INTL WASH INC Industrials 29,266.0 $4.4M 0.04% NEW $149.01 +7.9%
392 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 48,974.0 $4.3M 0.04% NEW $88.21 +22.2%
393 STZ CONSTELLATION BRANDS INC Consumer Defensive 31,265.0 $4.3M 0.04% NEW $137.95 +6.1%
394 WAT WATERS CORP Healthcare 11,302.0 $4.3M 0.04% NEW $379.84 -1.4%
395 UDR UDR INC Real Estate 116,947.0 $4.3M 0.04% NEW $36.68 +9.0%
396 AMRIZE LTD 79,213.0 $4.3M 0.04% NEW $54.08
397 KHC KRAFT HEINZ CO Consumer Defensive 176,421.0 $4.3M 0.04% NEW $24.25 -2.3%
398 LYV LIVE NATION ENTERTAINMENT IN Communication Services 29,893.0 $4.3M 0.04% NEW $142.51 +25.9%
399 HOLOGIC INC 57,183.0 $4.3M 0.04% NEW $74.50
400 JBL JABIL INC Technology 18,632.0 $4.2M 0.04% NEW $227.99 +57.3%
Page 20 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%