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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 35 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 LEA LEAR CORP Consumer Cyclical 17.0 $2K NEW $121.06 +13.0%
682 HCC WARRIOR MET COAL INC Energy 22.0 $2K NEW $93.14 -12.7%
683 ANGLOGOLD ASHANTI PLC 20.0 $2K NEW $97.35
684 THC TENET HEALTHCARE CORP Healthcare 10.0 $2K NEW $188.70 +0.2%
685 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 36.0 $2K NEW $46.36 +90.9%
686 LUV SOUTHWEST AIRLS CO Industrials 43.0 $2K NEW $37.58 +38.1%
Page 35 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%