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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 23 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CHRW C H ROBINSON WORLDWIDE IN Industrials 23,024.0 $3.8M 0.03% +2K +7.2% $166.07 +8.0%
442 EVEREST GROUP LTD 11,592.0 $3.8M 0.03% +302.0 +2.7% $326.85
443 ILMN ILLUMINA INC Healthcare 30,442.0 $3.8M 0.03% +2K +7.9% $123.26 +43.2%
444 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 40,723.0 $3.7M 0.03% $90.67 +12.0%
445 LIBERTY MEDIA CORP DEL 43,387.0 $3.7M 0.03% +4K +8.9% $85.02
446 EL LAUDER ESTEE COS INC Consumer Defensive 51,092.0 $3.7M 0.03% +5K +10.8% $71.77 +12.2%
447 CRWV COREWEAVE INC Technology 47,075.0 $3.6M 0.03% +13K +37.3% $77.47 +24.7%
448 GGG GRACO INC Industrials 42,346.0 $3.6M 0.03% +3K +6.9% $84.65 -9.7%
449 UDR UDR INC Real Estate 104,168.0 $3.5M 0.03% -13K -10.9% $33.78 +18.4%
450 LVS LAS VEGAS SANDS CORP Consumer Cyclical 64,708.0 $3.5M 0.03% +2K +2.7% $53.88 -12.5%
451 WRB BERKLEY W R CORP Financial Services 52,277.0 $3.5M 0.03% -6K -9.7% $66.28 +7.5%
452 CSGP COSTAR GROUP INC Real Estate 85,669.0 $3.5M 0.03% +3K +3.3% $40.34 -25.0%
453 PODD INSULET CORP Healthcare 16,459.0 $3.5M 0.03% +1K +7.0% $209.84 -24.6%
454 WST WEST PHARMACEUTICAL SVSC INC Healthcare 13,773.0 $3.5M 0.03% $250.64 +40.0%
455 TXT TEXTRON INC Industrials 38,782.0 $3.4M 0.03% +16K +68.1% $87.56 +4.2%
456 ENTG ENTEGRIS INC Technology 28,889.0 $3.4M 0.03% $117.24 +37.7%
457 CSL CARLISLE COS INC Industrials 10,098.0 $3.4M 0.03% -255.0 -2.5% $333.62 +16.4%
458 IP INTERNATIONAL PAPER CO Consumer Cyclical 94,364.0 $3.4M 0.03% +11K +13.1% $35.70 +8.6%
459 PTC PTC INC Technology 23,617.0 $3.4M 0.03% $142.49 -18.8%
460 NDSN NORDSON CORP Industrials 12,613.0 $3.4M 0.03% +1K +13.4% $266.06 +13.3%
Page 23 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%