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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 22 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SNA SNAP ON INC Industrials 11,301.0 $4.1M 0.03% $363.22 +9.3%
422 VRSN VERISIGN INC Technology 16,369.0 $4.1M 0.03% -462.0 -2.7% $248.36 +2.9%
423 EXPD EXPEDITORS INTL WASH INC Industrials 28,373.0 $4.1M 0.03% -893.0 -3.0% $143.23 +12.2%
424 DRI DARDEN RESTAURANTS INC Consumer Cyclical 20,624.0 $4.0M 0.03% -4K -15.0% $196.04 +9.0%
425 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 44,468.0 $4.0M 0.03% +3K +7.7% $90.42 +3.0%
426 CDE COEUR MNG INC Basic Materials 214,129.0 $4.0M 0.03% NEW $18.77 -14.7%
427 TROW PRICE T ROWE GROUP INC Financial Services 44,561.0 $4.0M 0.03% +2K +4.3% $90.14 +22.3%
428 CNC CENTENE CORP DEL Healthcare 122,402.0 $4.0M 0.03% +6K +5.2% $32.74 +100.8%
429 CORPAY INC 13,714.0 $4.0M 0.03% +234.0 +1.7% $290.99
430 HPQ HP INC Technology 207,584.0 $4.0M 0.03% -10K -4.6% $19.21 +19.1%
431 KHC KRAFT HEINZ CO Consumer Defensive 176,163.0 $4.0M 0.03% $22.49 +5.4%
432 TWLO TWILIO INC Communication Services 31,439.0 $4.0M 0.03% -3K -8.4% $125.82 +52.3%
433 CHTR CHARTER COMMUNICATIONS INC Communication Services 18,187.0 $3.9M 0.03% $215.88 -38.1%
434 GIS GENERAL MILLS INC Consumer Defensive 105,220.0 $3.9M 0.03% -5K -4.8% $37.22 -3.3%
435 SOFI SOFI TECHNOLOGIES INC Financial Services 246,093.0 $3.9M 0.03% +24K +10.8% $15.88 +12.6%
436 HOLOGIC INC 51,302.0 $3.9M 0.03% -6K -10.3% $75.59
437 FLUTTER ENTMT PLC 37,960.0 $3.9M 0.03% +2K +6.7% $101.95
438 NVR NVR INC Consumer Cyclical 586.0 $3.9M 0.03% NEW $6589.83 +3.6%
439 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 52,815.0 $3.8M 0.03% -4K -6.4% $72.55 +5.2%
440 GLPI GAMING & LEISURE P Real Estate 86,189.0 $3.8M 0.03% $44.37 +3.4%
Page 22 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%