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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 27 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 DOC HEALTHPEAK PROPERTIES INC Real Estate 113,841.0 $2.4M 0.02% -145K -56.0% $21.40 +1.1%
522 CLX CLOROX CO DEL Consumer Defensive 25,473.0 $2.4M 0.02% +1K +4.9% $95.44 +12.3%
523 IOT SAMSARA INC Technology 74,919.0 $2.4M 0.02% +6K +8.0% $32.43 +24.4%
524 OHI OMEGA HEALTHCARE INVS INC Real Estate 48,922.0 $2.3M 0.01% +535.0 +1.1% $47.68 -2.3%
525 SCCO SOUTHERN COPPER CORP Basic Materials 13,374.0 $2.3M 0.01% +911.0 +7.3% $174.26 +22.9%
526 HEICO CORP NEW 9,003.0 $2.3M 0.01% +173.0 +2.0% $257.91
527 BUNGE GLOBAL SA 21,477.0 $2.3M 0.01% -651.0 -2.9% $106.73
528 CHKP CHECK POINT SOFTWARE TECH LT Technology 17,139.0 $2.3M 0.01% -116.0 -0.7% $131.43 -0.7%
529 NWSA NEWS CORP NEW Communication Services 89,923.0 $2.2M 0.01% +2K +2.8% $24.83 +23.9%
530 DPZ DOMINOS PIZZA INC Consumer Cyclical 7,482.0 $2.2M 0.01% +775.0 +11.6% $296.04 +17.9%
531 FOX FOX CORP 46,307.0 $2.2M 0.01% +4K +9.2% $46.84
532 UDR UDR INC Real Estate 53,247.0 $2.1M 0.01% -51K -48.9% $39.92 -3.8%
533 FOXA FOX CORP Communication Services 39,614.0 $2.1M 0.01% -1K -3.2% $52.16 +32.7%
534 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 31,665.0 $2.0M 0.01% +188.0 +0.6% $64.45 +2.0%
535 GRAB GRAB HOLDINGS LIMITED Technology 539,704.0 $2.0M 0.01% +50K +10.3% $3.77 -6.6%
536 TXT TEXTRON INC Industrials 21,749.0 $2.0M 0.01% -17K -43.9% $91.73 -10.5%
537 CNH INDL N V 176,732.0 $2.0M 0.01% +5K +3.2% $11.23
538 CRCL CIRCLE INTERNET GROUP INC Financial Services 31,516.0 $2.0M 0.01% NEW $62.63 +40.1%
539 UAL UNITED AIRLS HLDGS INC Industrials 13,914.0 $1.9M 0.01% +2K +15.2% $135.99 -16.5%
540 CRBG COREBRIDGE FINL INC 65,907.0 $1.9M 0.01% +8K +13.8% $28.63
Page 27 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%