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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 5 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BLK BLACKROCK INC Financial Services 33,064.0 $31.8M 0.21% +4K +15.2% $961.56 +21.6%
82 SO SOUTHERN CO Utilities 331,715.0 $31.7M 0.21% +33K +11.0% $95.71 -6.5%
83 DELL DELL TECHNOLOGIES INC Technology 70,432.0 $30.4M 0.20% +2K +2.9% $431.46 +0.7%
84 DUK DUKE ENERGY CORP NEW Utilities 236,761.0 $30.0M 0.20% +12K +5.5% $126.58 -4.6%
85 CVS CVS HEALTH CORP Healthcare 284,433.0 $29.4M 0.20% +38K +15.3% $103.45 -10.2%
86 LOW LOWES COS INC Consumer Cyclical 133,282.0 $29.4M 0.19% +9K +7.5% $220.49 -1.8%
87 UBER UBER TECHNOLOGIES INC Technology 405,817.0 $29.3M 0.19% +7K +1.7% $72.16 +9.3%
88 CRM SALESFORCE INC Technology 186,305.0 $29.2M 0.19% -8K -3.9% $156.66 +34.0%
89 SPG SIMON PPTY GROUP INC NEW Real Estate 128,656.0 $28.8M 0.19% +7K +6.1% $223.65 -2.1%
90 SPGI S&P GLOBAL INC Financial Services 70,651.0 $28.8M 0.19% +5K +7.5% $407.26 +6.6%
91 VRTX VERTEX PHARMACEUTICALS INC Healthcare 57,713.0 $28.7M 0.19% +7K +13.0% $496.73 +10.4%
92 RTX RTX CORPORATION Industrials 150,481.0 $28.6M 0.19% +16K +11.8% $189.73 +10.1%
93 PGR PROGRESSIVE CORP Financial Services 130,260.0 $28.5M 0.19% +13K +11.4% $218.45 +2.0%
94 DHR DANAHER CORP DEL Healthcare 148,671.0 $28.3M 0.19% +14K +10.0% $190.48 +13.2%
95 COF CAPITAL ONE FINL CORP Financial Services 140,716.0 $28.2M 0.19% +2K +1.1% $200.62 +8.8%
96 WMB WILLIAMS COS INC Energy 373,454.0 $27.8M 0.18% +44K +13.3% $74.34 -5.5%
97 PH PARKER-HANNIFIN CORP Industrials 28,376.0 $27.8M 0.18% +4K +14.5% $978.12 +2.8%
98 CB CHUBB LIMITED Financial Services 81,087.0 $27.6M 0.18% +4K +4.7% $340.74 +1.6%
99 VRT VERTIV HOLDINGS CO Industrials 81,595.0 $27.3M 0.18% +10K +13.3% $334.82 -24.0%
100 BMY BRISTOL-MYERS SQUIBB CO Healthcare 473,184.0 $27.3M 0.18% +47K +11.1% $57.62 +16.2%
Page 5 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%