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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 8 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HWM HOWMET AEROSPACE INC Industrials 73,331.0 $15.0M 0.12% NEW $205.02 +31.1%
142 CI THE CIGNA GROUP Healthcare 54,402.0 $15.0M 0.12% NEW $275.23 +2.7%
143 KKR KKR & CO INC Financial Services 116,853.0 $14.9M 0.12% NEW $127.48 -29.3%
144 BA BOEING CO Industrials 68,476.0 $14.9M 0.12% NEW $217.13 +0.1%
145 SHW SHERWIN WILLIAMS CO Basic Materials 45,426.0 $14.7M 0.12% NEW $324.02 +6.2%
146 PSA PUBLIC STORAGE OPER CO Real Estate 56,276.0 $14.6M 0.12% NEW $259.51 +25.0%
147 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 51,980.0 $14.5M 0.12% NEW $278.91 +14.1%
148 GM GENERAL MTRS CO Consumer Cyclical 178,078.0 $14.5M 0.12% NEW $81.32 -4.0%
149 SLB SLB LIMITED Energy 373,508.0 $14.3M 0.12% NEW $38.38 +22.5%
150 MAR MARRIOTT INTL INC NEW Consumer Cyclical 46,142.0 $14.3M 0.12% NEW $310.24 +21.6%
151 NKE NIKE INC Consumer Cyclical 224,536.0 $14.3M 0.12% NEW $63.71 -36.0%
152 AEP AMERICAN ELEC PWR CO INC Utilities 122,683.0 $14.1M 0.12% NEW $115.31 +20.3%
153 KMI KINDER MORGAN INC DEL Energy 513,149.0 $14.1M 0.12% NEW $27.49 +20.7%
154 HON HONEYWELL INTL INC Industrials 72,084.0 $14.1M 0.12% NEW $195.09 +19.0%
155 ECL ECOLAB INC Basic Materials 53,451.0 $14.0M 0.12% NEW $262.52 +8.0%
156 AON AON PLC Financial Services 39,539.0 $14.0M 0.12% NEW $352.89 -6.9%
157 MO ALTRIA GROUP INC Consumer Defensive 241,267.0 $13.9M 0.12% NEW $57.66 +28.0%
158 EOG EOG RES INC Energy 131,768.0 $13.8M 0.12% NEW $105.01 +26.3%
159 FCX FREEPORT-MCMORAN INC Basic Materials 272,270.0 $13.8M 0.12% NEW $50.79 +23.0%
160 MDLZ MONDELEZ INTL INC Consumer Defensive 253,700.0 $13.7M 0.11% NEW $53.83 +12.9%
Page 8 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%