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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 20 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ANNALY CAPITAL MANAGEMENT IN 260,510.0 $5.8M 0.04% $22.36
382 ILMN ILLUMINA INC Healthcare 33,001.0 $5.8M 0.04% +3K +8.4% $175.83 +28.6%
383 LHX L3HARRIS TECHNOLOGIES INC Industrials 19,885.0 $5.8M 0.04% +3K +20.5% $290.59 -9.5%
384 CMS CMS ENERGY CORP Utilities 75,500.0 $5.8M 0.04% +8K +12.7% $76.50 -10.1%
385 INSM INSMED INC Healthcare 53,953.0 $5.8M 0.04% +11K +26.2% $106.62 +17.8%
386 TROW PRICE T ROWE GROUP INC Financial Services 50,560.0 $5.7M 0.04% +6K +13.5% $113.69 -1.0%
387 DGX QUEST DIAGNOSTICS INC Healthcare 26,937.0 $5.7M 0.04% +3K +13.3% $211.95 +14.9%
388 EXPAND ENERGY CORPORATION 62,432.0 $5.7M 0.04% +2K +3.6% $91.19
389 KEY KEYCORP Financial Services 246,965.0 $5.7M 0.04% +34K +15.8% $23.05 -5.5%
390 VEEV VEEVA SYS INC Healthcare 31,449.0 $5.6M 0.04% +1K +4.0% $177.47 +37.1%
391 VRSK VERISK ANALYTICS INC Industrials 31,051.0 $5.6M 0.04% +877.0 +2.9% $179.53 +5.0%
392 NU NU HLDGS LTD Financial Services 416,580.0 $5.6M 0.04% +65K +18.6% $13.36 +11.0%
393 DTE DTE ENERGY CO Utilities 36,460.0 $5.6M 0.04% +4K +13.4% $152.37 -10.5%
394 LH LABCORP HOLDINGS INC Healthcare 19,626.0 $5.5M 0.04% +2K +13.0% $280.00 +19.7%
395 WDAY WORKDAY INC Technology 44,813.0 $5.5M 0.04% +3K +6.7% $122.42 +59.3%
396 MTD METTLER TOLEDO INTERNATIONAL Healthcare 4,271.0 $5.5M 0.04% +417.0 +10.8% $1277.51 +9.3%
397 DG DOLLAR GEN CORP Consumer Defensive 47,311.0 $5.4M 0.04% +5K +11.5% $115.11 +6.8%
398 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 50,457.0 $5.4M 0.04% +4K +8.8% $107.78 +3.2%
399 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 20,619.0 $5.4M 0.04% +1K +6.5% $261.37 +32.8%
400 DLTR DOLLAR TREE INC Consumer Defensive 43,582.0 $5.3M 0.04% +4K +11.5% $120.95 +10.1%
Page 20 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%