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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 20 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MKL MARKEL GROUP INC Financial Services 2,525.0 $4.8M 0.04% NEW $1914.07 +0.3%
382 ASTS AST SPACEMOBILE INC Technology 57,975.0 $4.8M 0.04% NEW $82.87 -13.8%
383 ON ON SEMICONDUCTOR CORP Technology 76,450.0 $4.7M 0.04% +1K +1.4% $61.92 +46.4%
384 SMURFIT WESTROCK PLC 118,214.0 $4.7M 0.04% +25K +27.2% $39.85
385 LYV LIVE NATION ENTERTAINMENT IN Communication Services 30,879.0 $4.7M 0.04% +986.0 +3.3% $152.51 +17.7%
386 DTE DTE ENERGY CO Utilities 32,139.0 $4.7M 0.04% +1K +4.1% $146.22 +5.6%
387 LNT ALLIANT ENERGY CORP Utilities 65,336.0 $4.7M 0.04% +7K +12.9% $71.76 +7.7%
388 FIS FIDELITY NATL INFORMATION SV Technology 99,708.0 $4.7M 0.04% $46.91 -17.8%
389 VLTO VERALTO CORP Industrials 52,868.0 $4.7M 0.04% +2K +3.1% $88.42 +1.5%
390 DGX QUEST DIAGNOSTICS INC Healthcare 23,777.0 $4.7M 0.04% +196.0 +0.8% $195.98 +7.1%
391 CHD CHURCH & DWIGHT CO INC Consumer Defensive 49,785.0 $4.6M 0.04% $93.32 +6.7%
392 LH LABCORP HOLDINGS INC Healthcare 17,374.0 $4.6M 0.04% +660.0 +4.0% $266.81 +1.7%
393 PKG PACKAGING CORP AMER Consumer Cyclical 21,778.0 $4.6M 0.04% +4K +23.4% $212.22 +13.8%
394 HUM HUMANA INC Healthcare 26,511.0 $4.6M 0.04% +1K +4.4% $173.39 +121.4%
395 REGCO REGENCY CTRS CORP Real Estate 60,439.0 $4.6M 0.04% -727.0 -1.2% $75.66 -71.2%
396 EFX EQUIFAX INC Industrials 25,250.0 $4.5M 0.04% +1K +5.8% $180.07 -12.0%
397 DOW DOW HLDGS INC Basic Materials 109,144.0 $4.5M 0.04% +6K +6.1% $41.65 -30.3%
398 ULTA ULTA BEAUTY INC Consumer Cyclical 8,644.0 $4.5M 0.04% NEW $522.71 -6.6%
399 J JACOBS SOLUTIONS INC Industrials 35,468.0 $4.5M 0.04% +9K +32.9% $127.28 -1.2%
400 STZ CONSTELLATION BRANDS INC Consumer Defensive 30,094.0 $4.5M 0.04% -1K -3.8% $150.00 -2.5%
Page 20 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%