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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 8 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ETN EATON CORP PLC Industrials 43,206.0 $18.4M 0.12% +2K +5.9% $426.12 -4.1%
142 DDOG DATADOG INC Technology 70,277.0 $18.3M 0.12% +11K +19.0% $260.36 -13.3%
143 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 56,610.0 $18.0M 0.12% +3K +6.4% $317.53 -7.7%
144 MELI MERCADOLIBRE INC Consumer Cyclical 10,529.0 $17.9M 0.12% +1K +11.1% $1697.39 +14.8%
145 ACN ACCENTURE PLC IRELAND Technology 143,330.0 $17.8M 0.12% +11K +8.2% $124.44 +49.9%
146 MRSH MARSH & MCLENNAN COS INC Financial Services 106,629.0 $17.8M 0.12% +9K +8.9% $166.67 +16.8%
147 NET CLOUDFLARE INC Technology 72,061.0 $17.7M 0.12% +8K +12.7% $245.28 +14.4%
148 NSC NORFOLK SOUTHN CORP Industrials 55,590.0 $17.5M 0.12% +5K +9.1% $314.59 +12.2%
149 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 189,279.0 $17.4M 0.12% +21K +12.6% $92.09 -1.5%
150 OKE ONEOK INC NEW Energy 200,167.0 $17.4M 0.12% +11K +5.7% $86.94 +7.0%
151 TER TERADYNE INC Technology 35,767.0 $17.3M 0.12% +4K +14.1% $483.84 -24.6%
152 KMI KINDER MORGAN INC DEL Energy 538,224.0 $17.2M 0.11% +32K +6.3% $31.97 -3.0%
153 INTU INTUIT Technology 65,911.0 $17.2M 0.11% +5K +8.5% $261.00 +41.7%
154 BA BOEING CO Industrials 79,295.0 $17.2M 0.11% +6K +8.5% $216.47 -2.8%
155 MDLZ MONDELEZ INTL INC Consumer Defensive 296,581.0 $17.2M 0.11% +37K +14.3% $57.84 +11.9%
156 CI THE CIGNA GROUP Healthcare 62,180.0 $17.1M 0.11% +3K +5.1% $275.68 +1.7%
157 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 51,749.0 $17.1M 0.11% +6K +12.0% $330.46 -0.1%
158 HOOD ROBINHOOD MKTS INC Financial Services 170,318.0 $17.1M 0.11% +21K +14.3% $100.28 +3.3%
159 ECL ECOLAB INC Basic Materials 61,275.0 $17.1M 0.11% +8K +14.8% $278.61 +3.0%
160 HONEYWELL AEROSPACE INC 76,851.0 $17.0M 0.11% NEW $221.08
Page 8 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%