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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 6 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLW CORNING INC Technology 165,459.0 $22.5M 0.19% +11K +7.3% $135.97 +64.0%
102 PH PARKER-HANNIFIN CORP Industrials 24,782.0 $22.2M 0.18% +644.0 +2.7% $895.24 +8.2%
103 CME CME GROUP INC Financial Services 73,156.0 $21.6M 0.18% +3K +4.7% $295.35 -25.2%
104 CSX CSX CORP Industrials 522,528.0 $21.4M 0.18% +40K +8.3% $41.05 +16.1%
105 TMUS T-MOBILE US INC Communication Services 100,881.0 $21.2M 0.18% +3K +2.8% $210.03 -13.0%
106 AMT AMERICAN TOWER CORP Real Estate 120,850.0 $20.9M 0.17% +2K +1.8% $172.58 +1.7%
107 BSX BOSTON SCIENTIFIC CORP Healthcare 332,339.0 $20.9M 0.17% +8K +2.5% $62.75 -29.5%
108 MCK MCKESSON CORP Healthcare 23,842.0 $20.6M 0.17% +2K +8.0% $865.36 -11.8%
109 TT TRANE TECHNOLOGIES PLC Industrials 48,356.0 $20.2M 0.17% +4K +8.0% $416.74 +14.7%
110 SBUX STARBUCKS CORP Consumer Cyclical 224,767.0 $20.1M 0.17% +6K +2.7% $89.59 +16.8%
111 O REALTY INCOME CORP Real Estate 328,956.0 $20.1M 0.17% +8K +2.6% $61.18 +3.2%
112 CRWD CROWDSTRIKE HLDGS INC Technology 50,606.0 $19.8M 0.17% +2K +3.8% $390.41 +79.6%
113 WDC WESTERN DIGITAL CORP Technology 72,760.0 $19.7M 0.16% $270.49 +116.8%
114 PNC PNC FINL SVCS GROUP INC Financial Services 93,371.0 $19.4M 0.16% +10K +11.7% $208.09 +17.7%
115 AEP AMERICAN ELEC PWR CO INC Utilities 147,783.0 $19.4M 0.16% +25K +20.5% $131.08 +5.8%
116 EOG EOG RES INC Energy 129,947.0 $18.8M 0.16% -2K -1.4% $144.57 -8.3%
117 APP APPLOVIN CORP Technology 46,919.0 $18.7M 0.16% +2K +3.5% $398.00 +19.9%
118 USB US BANCORP Financial Services 357,395.0 $18.6M 0.15% +43K +13.9% $52.01 +17.1%
119 MRVL MARVELL TECHNOLOGY INC Technology 186,433.0 $18.5M 0.15% +9K +5.2% $99.05 +169.3%
120 JCI JOHNSON CONTROLS INTERNATION Industrials 140,358.0 $18.4M 0.15% -804.0 -0.6% $130.95 +5.7%
Page 6 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%