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Portfolio (Quarterly) Guide ↗

IFM Investors Pty Ltd

· CIK 0001698246
13F Portfolio $12.0B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 606 New
Page 6 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NEM NEWMONT CORP Basic Materials 214,474.0 $21.4M 0.18% NEW $99.85 -3.7%
102 BX BLACKSTONE INC Financial Services 137,930.0 $21.3M 0.18% NEW $154.14 -25.1%
103 PH PARKER-HANNIFIN CORP Industrials 24,138.0 $21.2M 0.18% NEW $878.95 +10.2%
104 AMT AMERICAN TOWER CORP NEW Real Estate 118,696.0 $20.8M 0.17% NEW $175.57 +0.0%
105 ADP AUTOMATIC DATA PROCESSING IN Industrials 77,778.0 $20.0M 0.17% NEW $257.23 -13.1%
106 TMUS T-MOBILE US INC Communication Services 98,172.0 $19.9M 0.17% NEW $203.04 -10.0%
107 DLR DIGITAL RLTY TR INC Real Estate 124,220.0 $19.2M 0.16% NEW $154.71 +24.8%
108 CVS CVS HEALTH CORP Healthcare 241,649.0 $19.2M 0.16% NEW $79.36 +31.5%
109 WMB WILLIAMS COS INC Energy 318,229.0 $19.1M 0.16% NEW $60.11 +29.6%
110 CME CME GROUP INC Financial Services 69,852.0 $19.1M 0.16% NEW $273.08 -19.1%
111 SBUX STARBUCKS CORP Consumer Cyclical 218,849.0 $18.4M 0.15% NEW $84.21 +24.2%
112 MCK MCKESSON CORP Healthcare 22,075.0 $18.1M 0.15% NEW $820.29 -6.9%
113 O REALTY INCOME CORP Real Estate 320,583.0 $18.1M 0.15% NEW $56.37 +12.0%
114 SPOT SPOTIFY TECHNOLOGY S A Communication Services 31,063.0 $18.0M 0.15% NEW $580.72 -20.8%
115 CDNS CADENCE DESIGN SYSTEM INC Technology 56,888.0 $17.8M 0.15% NEW $312.58 +20.7%
116 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 108,814.0 $17.6M 0.15% NEW $161.96 -23.5%
117 MRSH MARSH & MCLENNAN COS INC Financial Services 94,691.0 $17.6M 0.15% NEW $185.52 -8.9%
118 CSX CSX CORP Industrials 482,492.0 $17.5M 0.15% NEW $36.25 +31.5%
119 SNPS SYNOPSYS INC Technology 37,223.0 $17.5M 0.15% NEW $469.71 -3.3%
120 PNC PNC FINL SVCS GROUP INC Financial Services 83,584.0 $17.4M 0.15% NEW $208.72 +17.4%
Page 6 of 31  ·  606 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 35.4%
Financial Services 11.9%
Communication Services 11.0%
Healthcare 9.8%
Consumer Cyclical 9.8%
Industrials 6.6%
Consumer Defensive 4.4%
Real Estate 3.5%
Utilities 3.0%
Energy 3.0%