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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 7 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BK BANK NEW YORK MELLON CORP Financial Services 154,472.0 $18.3M 0.15% +5K +3.4% $118.63 +23.4%
122 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 46,093.0 $18.1M 0.15% +2K +4.8% $391.76 +129.7%
123 VRT VERTIV HOLDINGS CO Industrials 72,016.0 $18.0M 0.15% +3K +4.0% $250.58 +21.3%
124 SLB SLB LIMITED Energy 346,004.0 $17.8M 0.15% -28K -7.4% $51.39 -8.5%
125 HWM HOWMET AEROSPACE INC Industrials 77,034.0 $17.8M 0.15% +4K +5.0% $230.46 +16.7%
126 CVS CVS HEALTH CORP Healthcare 246,725.0 $17.7M 0.15% +5K +2.1% $71.82 +45.3%
127 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 112,322.0 $17.7M 0.15% +4K +3.2% $157.28 -21.2%
128 CEG CONSTELLATION ENERGY CORP Utilities 62,574.0 $17.5M 0.15% +1K +2.3% $279.25 -5.5%
129 WM WASTE MGMT INC DEL Industrials 75,475.0 $17.3M 0.14% +2K +3.4% $229.79 -1.9%
130 OKE ONEOK INC NEW Energy 189,346.0 $17.1M 0.14% -18K -8.5% $90.39 -1.3%
131 MRSH MARSH & MCLENNAN COS INC Financial Services 97,885.0 $17.0M 0.14% +3K +3.4% $173.45 -2.5%
132 KMI KINDER MORGAN INC DEL Energy 506,250.0 $17.0M 0.14% -7K -1.3% $33.53 -1.0%
133 MO ALTRIA GROUP INC Consumer Defensive 256,753.0 $16.9M 0.14% +15K +6.4% $65.99 +11.8%
134 HON HONEYWELL INTL INC Industrials 73,618.0 $16.6M 0.14% +2K +2.1% $226.03 +2.7%
135 EXC EXELON CORP Utilities 338,020.0 $16.6M 0.14% -15K -4.3% $49.02 -3.3%
136 BX BLACKSTONE INC Financial Services 143,467.0 $16.5M 0.14% +6K +4.0% $114.99 +0.4%
137 MMM 3M CO Industrials 113,201.0 $16.4M 0.14% +4K +4.0% $145.23 +12.9%
138 MELI MERCADOLIBRE INC Consumer Cyclical 9,479.0 $16.4M 0.14% NEW $1729.02 -3.1%
139 ADP AUTOMATIC DATA PROCESSING IN Industrials 80,580.0 $16.4M 0.14% +3K +3.6% $203.18 +10.0%
140 CDNS CADENCE DESIGN SYSTEM INC Technology 58,761.0 $16.3M 0.14% +2K +3.3% $277.87 +35.8%
Page 7 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%