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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 8 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PWR QUANTA SVCS INC Industrials 29,646.0 $16.3M 0.14% +922.0 +3.2% $549.02 +25.3%
142 FCX FREEPORT MCMORAN INC Basic Materials 276,536.0 $16.3M 0.14% +4K +1.6% $58.78 +6.2%
143 REGN REGENERON PHARMACEUTICALS Healthcare 21,032.0 $16.3M 0.14% +294.0 +1.4% $772.64 -18.1%
144 LNG CHENIERE ENERGY INC Energy 57,134.0 $16.2M 0.14% +745.0 +1.3% $283.76 -14.8%
145 SPOT SPOTIFY TECHNOLOGY S A Communication Services 32,961.0 $16.0M 0.13% +2K +6.1% $484.91 -5.1%
146 SRE SEMPRA Utilities 164,392.0 $16.0M 0.13% -16K -9.1% $97.17 -3.0%
147 HCA HCA HEALTHCARE INC Healthcare 33,520.0 $15.9M 0.13% -301.0 -0.9% $473.24 -17.2%
148 CI THE CIGNA GROUP Healthcare 59,170.0 $15.8M 0.13% +5K +8.8% $266.75 +6.0%
149 SNPS SYNOPSYS INC Technology 39,257.0 $15.6M 0.13% +2K +5.5% $396.48 +14.6%
150 PSA PUBLIC STORAGE OPER CO Real Estate 57,448.0 $15.6M 0.13% +1K +2.1% $270.88 +19.8%
151 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 168,109.0 $15.5M 0.13% +3K +1.6% $92.31 -3.0%
152 FDX FEDEX CORP Industrials 43,346.0 $15.4M 0.13% +6K +17.5% $356.18 -10.6%
153 MSI MOTOROLA SOLUTIONS INC Technology 35,120.0 $15.2M 0.13% +1K +4.0% $433.97 -7.2%
154 SHW SHERWIN WILLIAMS CO Basic Materials 47,545.0 $15.2M 0.13% +2K +4.7% $320.55 +7.3%
155 MAR MARRIOTT INTL INC NEW Consumer Cyclical 46,041.0 $15.1M 0.13% $327.07 +15.4%
156 MDLZ MONDELEZ INTL INC Consumer Defensive 259,546.0 $15.0M 0.12% +6K +2.3% $57.64 +5.5%
157 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 53,184.0 $14.6M 0.12% +1K +2.3% $275.18 +15.6%
158 NSC NORFOLK SOUTHN CORP Industrials 50,954.0 $14.6M 0.12% -5K -8.6% $287.00 +9.0%
159 ETN EATON CORP PLC Industrials 40,783.0 $14.6M 0.12% +3K +6.8% $357.67 +12.6%
160 BA BOEING CO Industrials 73,054.0 $14.5M 0.12% +5K +6.7% $199.03 +9.2%
Page 8 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%