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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 26 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 COOPER COS INC 42,130.0 $3.0M 0.02% +2K +5.8% $71.71
502 PTC PTC INC Technology 26,579.0 $3.0M 0.02% +3K +12.5% $113.61 +35.8%
503 BRO BROWN & BROWN INC Financial Services 46,445.0 $3.0M 0.02% -3K -6.0% $64.15 +16.3%
504 ROL ROLLINS INC Consumer Cyclical 69,510.0 $2.9M 0.02% +12K +20.1% $41.74 -10.7%
505 TOST TOAST INC Technology 102,851.0 $2.9M 0.02% +16K +18.4% $27.82 +32.0%
506 WY WEYERHAEUSER CO Real Estate 117,905.0 $2.8M 0.02% +10K +9.1% $23.94 +1.9%
507 SATS ECHOSTAR CORP Technology 27,770.0 $2.8M 0.02% -265.0 -0.9% $101.50 -14.4%
508 TEAM ATLASSIAN CORPORATION Technology 36,156.0 $2.8M 0.02% +5K +16.5% $77.79 +120.2%
509 PODD INSULET CORP Healthcare 18,240.0 $2.8M 0.02% +2K +10.8% $152.25 -4.5%
510 TW TRADEWEB MKTS INC Financial Services 27,557.0 $2.7M 0.02% +5K +23.5% $99.66 +8.7%
511 APTIV PLC 44,541.0 $2.7M 0.02% +4K +10.6% $61.38
512 TRMB TRIMBLE INC Technology 53,209.0 $2.7M 0.02% +6K +12.2% $51.18 +18.5%
513 CHTR CHARTER COMMUNICATIONS INC Communication Services 19,069.0 $2.7M 0.02% +882.0 +4.8% $142.21 +5.7%
514 TSN TYSON FOODS INC Consumer Defensive 47,343.0 $2.7M 0.02% +4K +9.0% $57.25 +1.1%
515 HST HOST HOTELS & RESORTS INC Real Estate 111,540.0 $2.6M 0.02% -1K -0.9% $23.71 -2.2%
516 SN SHARKNINJA INC Consumer Cyclical 17,159.0 $2.6M 0.02% NEW $152.27 +20.2%
517 CG CARLYLE GROUP INC Financial Services 61,919.0 $2.6M 0.02% +12K +24.8% $42.11 +16.7%
518 FNF FIDELITY NATL FINL INC Financial Services 55,171.0 $2.6M 0.02% +10K +21.1% $47.16 +0.6%
519 LULU LULULEMON ATHLETICA INC Consumer Cyclical 21,786.0 $2.5M 0.02% +704.0 +3.3% $114.18 +7.5%
520 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 47,150.0 $2.5M 0.02% +7K +17.6% $52.65 +23.8%
Page 26 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%