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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 7 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TT TRANE TECHNOLOGIES PLC Industrials 44,778.0 $17.4M 0.14% NEW $389.21 +22.8%
122 MMM 3M CO Industrials 108,798.0 $17.4M 0.14% NEW $160.10 +2.4%
123 BK BANK NEW YORK MELLON CORP Financial Services 149,335.0 $17.3M 0.14% NEW $116.09 +26.1%
124 JCI JOHNSON CTLS INTL PLC Industrials 141,162.0 $16.9M 0.14% NEW $119.75 +15.6%
125 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 48,019.0 $16.8M 0.14% NEW $350.55 +12.7%
126 USB US BANCORP DEL Financial Services 313,899.0 $16.8M 0.14% NEW $53.36 +14.1%
127 DASH DOORDASH INC Communication Services 73,166.0 $16.6M 0.14% NEW $226.48 -19.2%
128 NSC NORFOLK SOUTHN CORP Industrials 55,733.0 $16.1M 0.13% NEW $288.72 +8.3%
129 WM WASTE MGMT INC DEL Industrials 73,003.0 $16.0M 0.13% NEW $219.70 +2.7%
130 REGN REGENERON PHARMACEUTICALS Healthcare 20,738.0 $16.0M 0.13% NEW $771.87 -18.0%
131 HOOD ROBINHOOD MKTS INC Financial Services 141,317.0 $16.0M 0.13% NEW $113.10 -12.7%
132 SRE SEMPRA Utilities 180,756.0 $16.0M 0.13% NEW $88.29 +6.8%
133 CRH PLC 127,169.0 $15.9M 0.13% NEW $124.80
134 HCA HCA HEALTHCARE INC Healthcare 33,821.0 $15.8M 0.13% NEW $466.87 -16.1%
135 EXC EXELON CORP Utilities 353,193.0 $15.4M 0.13% NEW $43.59 +8.7%
136 MCO MOODYS CORP Financial Services 30,117.0 $15.4M 0.13% NEW $510.84 -11.9%
137 OKE ONEOK INC NEW Energy 206,903.0 $15.2M 0.13% NEW $73.50 +21.4%
138 ADSK AUTODESK INC Technology 51,173.0 $15.1M 0.13% NEW $296.02 -33.7%
139 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 165,490.0 $15.1M 0.13% NEW $91.21 -1.8%
140 MRVL MARVELL TECHNOLOGY INC Technology 177,229.0 $15.1M 0.13% NEW $84.98 +213.9%
Page 7 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%