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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 24 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 AVY AVERY DENNISON CORP Industrials 19,302.0 $3.3M 0.03% -3K -13.9% $172.68 -4.0%
462 CDW CDW CORP Technology 27,329.0 $3.3M 0.03% +512.0 +1.9% $121.02 +10.1%
463 GPN GLOBAL PMTS INC Industrials 49,086.0 $3.3M 0.03% $67.30 +3.7%
464 SATS ECHOSTAR CORP Technology 28,035.0 $3.3M 0.03% +2K +6.0% $117.07 -16.9%
465 CF CF INDUSTRIES HOLD Basic Materials 25,137.0 $3.3M 0.03% -2K -5.7% $129.84 -18.6%
466 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 40,081.0 $3.2M 0.03% +3K +6.7% $80.56 -30.8%
467 LULU LULULEMON ATHLETICA INC Consumer Cyclical 21,082.0 $3.2M 0.03% $153.10 -23.2%
468 BRO BROWN & BROWN INC Financial Services 49,398.0 $3.2M 0.03% -3K -6.1% $65.21 -1.5%
469 LEN LENNAR CORP Consumer Cyclical 37,045.0 $3.2M 0.03% -1K -2.8% $86.84 +7.7%
470 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 33,822.0 $3.2M 0.03% +3K +9.1% $93.87 +153.5%
471 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1,669.0 $3.1M 0.03% NEW $1884.66 +10.3%
472 EQH EQUITABLE HLDGS INC Financial Services 83,925.0 $3.1M 0.03% -2K -2.2% $37.11 +18.6%
473 RS RELIANCE INC Basic Materials 10,187.0 $3.1M 0.03% -3K -24.8% $303.92 +26.9%
474 TRMB TRIMBLE INC Technology 47,436.0 $3.1M 0.03% -2K -3.1% $65.23 -22.3%
475 ROL ROLLINS INC Consumer Cyclical 57,895.0 $3.1M 0.03% $53.41 -19.0%
476 RPM RPM INTL INC Basic Materials 31,095.0 $3.1M 0.03% -6K -15.4% $99.40 +13.1%
477 TRU TRANSUNION Industrials 44,022.0 $3.0M 0.03% +2K +5.8% $69.19 +1.7%
478 ZS ZSCALER INC Technology 21,709.0 $3.0M 0.03% -339.0 -1.5% $140.29 -5.7%
479 INCY INCYTE CORP Healthcare 32,268.0 $3.0M 0.03% $94.12 +20.9%
480 LII LENNOX INTL INC Industrials 6,439.0 $3.0M 0.03% NEW $464.13 +21.5%
Page 24 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%