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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 27 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 FOX FOX CORP Communication Services 42,401.0 $2.3M 0.02% -2K -4.3% $53.10 -13.5%
522 IOT SAMSARA INC Technology 69,358.0 $2.2M 0.02% +4K +6.6% $31.69 -1.7%
523 JKHY HENRY JACK & ASSOC INC Technology 13,894.0 $2.2M 0.02% $158.04 -14.6%
524 NWSA NEWS CORP NEW Communication Services 87,506.0 $2.2M 0.02% $24.93 +1.9%
525 HST HOST HOTELS & RESORTS INC Real Estate 112,594.0 $2.2M 0.02% +717.0 +0.6% $19.16 +30.8%
526 DAL DELTA AIR LINES INC Industrials 32,310.0 $2.1M 0.02% +4K +14.7% $66.48 +39.2%
527 SCCO SOUTHERN COPPER CORP Basic Materials 12,463.0 $2.1M 0.02% -3K -21.7% $172.06 -0.5%
528 OHI OMEGA HEALTHCARE INVS INC Real Estate 48,387.0 $2.1M 0.02% +308.0 +0.6% $43.82 +9.7%
529 TEAM ATLASSIAN CORPORATION Technology 31,044.0 $2.1M 0.02% -825.0 -2.6% $68.25 +15.4%
530 FNF FIDELITY NATL FINL INC Financial Services 45,547.0 $2.1M 0.02% -4K -8.8% $46.38 +0.7%
531 FTV FORTIVE CORP Technology 37,857.0 $2.1M 0.02% -6K -13.3% $55.28 +11.2%
532 TTD THE TRADE DESK INC Technology 89,180.0 $2.0M 0.02% +3K +3.0% $22.69 -19.0%
533 DKNG DRAFTKINGS INC NEW Consumer Cyclical 91,002.0 $2.0M 0.02% +6K +7.7% $21.62 +18.9%
534 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 31,477.0 $2.0M 0.02% -36K -53.1% $62.42 +2.9%
535 SOLV SOLVENTUM CORP Healthcare 29,238.0 $1.9M 0.02% $65.30 +21.8%
536 UHS UNIVERSAL HLTH SVCS INC Healthcare 10,566.0 $1.9M 0.02% -1K -10.3% $178.97 -18.6%
537 CNH INDL N V 171,308.0 $1.9M 0.02% $11.00
538 HEICO CORP NEW 8,830.0 $1.9M 0.02% +184.0 +2.1% $211.09
539 GRAB GRAB HOLDINGS LIMITED Technology 489,409.0 $1.8M 0.01% +43K +9.7% $3.66 -3.0%
540 CPT CAMDEN PPTY TR Real Estate 17,312.0 $1.7M 0.01% +132.0 +0.8% $97.66 +19.1%
Page 27 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%