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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 34 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 ONTO ONTO INNOVATION INC Technology 13.0 $3K NEW $205.08 +58.0%
662 BWA BORGWARNER INC Consumer Cyclical 49.0 $3K NEW $54.27 +25.5%
663 ELAN ELANCO ANIMAL HEALTH INC Healthcare 110.0 $3K NEW $23.93 +2.7%
664 CRUS CIRRUS LOGIC INC Technology 18.0 $3K NEW $144.61 +1.3%
665 PBF PBF ENERGY INC Energy 54.0 $3K NEW $47.61 -9.5%
666 SANDISK CORP 4.0 $3K NEW $635.25
667 SMITHFIELD FOODS INC 90.0 $3K NEW $27.97
668 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 58.0 $2K NEW $42.60 +61.9%
669 AUGO AURA MINERALS INC Basic Materials 30.0 $2K NEW $81.60 -21.5%
670 VTRS VIATRIS INC Healthcare 174.0 $2K NEW $13.51 +20.9%
671 ALB ALBEMARLE CORP Basic Materials 13.0 $2K NEW $179.54 -25.5%
672 GLOBUS MED INC 27.0 $2K NEW $86.15
673 MKSI MKS INC. Technology 10.0 $2K NEW $229.80 +69.1%
674 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 209.0 $2K NEW $10.80 +27.5%
675 PEGA PEGASYSTEMS INC Technology 53.0 $2K NEW $42.57 -27.7%
676 OVV OVINTIV INC Energy 37.0 $2K NEW $59.35 -10.4%
677 FRO FRONTLINE PLC Energy 63.0 $2K NEW $34.86 +1.9%
678 TIGO MILLICOM INTL CELLULAR S A Communication Services 29.0 $2K NEW $74.93 +19.1%
679 BPOP POPULAR INC Financial Services 16.0 $2K NEW $134.19 +23.6%
680 JLL JONES LANG LASALLE INC Real Estate 7.0 $2K NEW $304.29 +3.5%
Page 34 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%