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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 25 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ALLE ALLEGION PLC Industrials 24,945.0 $3.5M 0.02% -330K -93.0% $140.49 +15.8%
482 LEN LENNAR CORP Consumer Cyclical 38,426.0 $3.5M 0.02% +1K +3.7% $90.49 -2.6%
483 IREN IREN LIMITED Financial Services 75,828.0 $3.5M 0.02% +7K +10.6% $45.73 -12.9%
484 GGG GRACO INC Industrials 45,692.0 $3.5M 0.02% +3K +7.9% $75.61 +6.0%
485 SMCI SUPER MICRO COMPUTER INC Technology 117,571.0 $3.4M 0.02% +13K +12.8% $29.33 +19.9%
486 DKS DICKS SPORTING GOODS INC Consumer Cyclical 15,102.0 $3.4M 0.02% +2K +16.3% $226.81 -20.9%
487 DAL DELTA AIR LINES INC Industrials 35,686.0 $3.3M 0.02% +3K +10.4% $93.66 -11.9%
488 LVS LAS VEGAS SANDS CORP Consumer Cyclical 71,777.0 $3.3M 0.02% +7K +10.9% $46.19 +1.7%
489 RKT ROCKET COS INC Financial Services 206,528.0 $3.3M 0.02% +27K +15.3% $15.75 -10.5%
490 L LOEWS CORP Financial Services 28,713.0 $3.3M 0.02% +2K +5.8% $113.21 -1.6%
491 BALL BALL CORP Consumer Cyclical 51,717.0 $3.2M 0.02% +6K +14.3% $62.40 +3.2%
492 GPC GENUINE PARTS CO Consumer Cyclical 27,178.0 $3.2M 0.02% +5K +20.6% $117.98 +15.0%
493 BAP CREDICORP LTD Financial Services 8,198.0 $3.2M 0.02% +759.0 +10.2% $389.58 -2.5%
494 CSGP COSTAR GROUP INC Real Estate 112,204.0 $3.2M 0.02% +27K +31.0% $28.32 +16.0%
495 TYL TYLER TECHNOLOGIES INC Technology 10,795.0 $3.2M 0.02% -1K -11.9% $292.46 +21.7%
496 MKC MCCORMICK & CO INC Consumer Defensive 62,474.0 $3.1M 0.02% +10K +18.4% $50.42 +11.5%
497 CW CURTISS WRIGHT CORP Industrials 4,114.0 $3.1M 0.02% +430.0 +11.7% $757.76 -18.8%
498 SSNC SS&C TECH HLDGS Technology 50,177.0 $3.1M 0.02% +7K +15.0% $62.05 +34.6%
499 MDLN MEDLINE INC Healthcare 78,015.0 $3.1M 0.02% NEW $39.44 -12.0%
500 CF CF INDUSTRIES HOLD Basic Materials 27,907.0 $3.0M 0.02% +3K +11.0% $108.26 +19.4%
Page 25 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%