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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 7 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMCSA COMCAST CORP NEW Communication Services 841,295.0 $20.7M 0.14% +52K +6.6% $24.55 +10.2%
122 JCI JOHNSON CONTROLS INTERNATION Industrials 138,167.0 $20.2M 0.13% -2K -1.6% $146.11 -2.7%
123 ADP AUTOMATIC DATA PROCESSING IN Industrials 90,054.0 $20.2M 0.13% +9K +11.8% $223.95 +26.4%
124 MO ALTRIA GROUP INC Consumer Defensive 279,042.0 $20.1M 0.13% +22K +8.7% $71.95 -4.9%
125 MCK MCKESSON CORP Healthcare 26,488.0 $20.0M 0.13% +3K +11.1% $755.60 +15.2%
126 FCX FREEPORT MCMORAN INC Basic Materials 317,429.0 $20.0M 0.13% +41K +14.8% $62.89 +22.6%
127 MMM 3M CO Industrials 122,896.0 $19.9M 0.13% +10K +8.6% $161.91 +10.3%
128 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 51,315.0 $19.8M 0.13% +2K +4.9% $386.73 +4.2%
129 ADBE ADOBE INC Technology 94,697.0 $19.4M 0.13% NEW $205.02 +34.2%
130 SPACE EXPLORATION TECHN CORP 113,539.0 $19.4M 0.13% NEW $170.86
131 PSA PUBLIC STORAGE Real Estate 60,410.0 $19.2M 0.13% +3K +5.2% $318.31 +1.2%
132 TMUS T-MOBILE US INC Communication Services 114,168.0 $19.1M 0.13% +13K +13.2% $167.73 +9.2%
133 SNOW SNOWFLAKE INC Technology 74,447.0 $18.9M 0.12% +11K +17.8% $254.50 +28.3%
134 MAR MARRIOTT INTL INC NEW Consumer Cyclical 50,938.0 $18.9M 0.12% +5K +10.6% $370.59 -3.4%
135 BX BLACKSTONE INC Financial Services 160,231.0 $18.9M 0.12% +17K +11.7% $117.67 +22.3%
136 SNPS SYNOPSYS INC Technology 42,153.0 $18.8M 0.12% +3K +7.4% $446.07 -12.4%
137 WM WASTE MGMT INC DEL Industrials 84,283.0 $18.8M 0.12% +9K +11.7% $222.88 +1.6%
138 BE BLOOM ENERGY CORP Industrials 61,743.0 $18.7M 0.12% +15K +32.6% $302.70 -32.3%
139 CME CME GROUP INC Financial Services 84,021.0 $18.6M 0.12% +11K +14.8% $220.83 +25.6%
140 SHW SHERWIN WILLIAMS CO Basic Materials 53,541.0 $18.4M 0.12% +6K +12.6% $344.32 +0.4%
Page 7 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%