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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 9 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GLW CORNING INC Technology 154,196.0 $13.5M 0.11% NEW $87.56 +154.7%
162 SNOW SNOWFLAKE INC Technology 61,307.0 $13.4M 0.11% NEW $219.36 +13.5%
163 CTAS CINTAS CORP Industrials 71,481.0 $13.4M 0.11% NEW $188.06 -8.6%
164 WBD WARNER BROS DISCOVERY INC Communication Services 463,656.0 $13.4M 0.11% NEW $28.82 -7.2%
165 CMI CUMMINS INC Industrials 26,117.0 $13.3M 0.11% NEW $510.43 +34.4%
166 VICI VICI PPTYS INC Real Estate 471,453.0 $13.3M 0.11% NEW $28.12 -3.2%
167 TFC TRUIST FINL CORP Financial Services 269,199.0 $13.2M 0.11% NEW $49.21 +2.6%
168 ITW ILLINOIS TOOL WKS INC Industrials 53,668.0 $13.2M 0.11% NEW $246.29 +8.7%
169 TEL TE CONNECTIVITY PLC Technology 58,068.0 $13.2M 0.11% NEW $227.51 -13.1%
170 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 45,791.0 $13.2M 0.11% NEW $287.24 +15.9%
171 APOS APOLLO GLOBAL MGMT INC Financial Services 89,824.0 $13.0M 0.11% NEW $144.76 -82.4%
172 MSI MOTOROLA SOLUTIONS INC Technology 33,780.0 $12.9M 0.11% NEW $383.33 +5.1%
173 VTR VENTAS INC Real Estate 164,133.0 $12.7M 0.11% NEW $77.38 +15.1%
174 UPS UNITED PARCEL SERVICE INC Industrials 127,939.0 $12.7M 0.11% NEW $99.19 +9.0%
175 TRV TRAVELERS COMPANIES INC Financial Services 43,613.0 $12.7M 0.11% NEW $290.05 +12.9%
176 CL COLGATE PALMOLIVE CO Consumer Defensive 159,909.0 $12.6M 0.10% NEW $79.02 +16.5%
177 WDC WESTERN DIGITAL CORP Technology 72,988.0 $12.6M 0.10% NEW $172.27 +240.4%
178 AJG GALLAGHER ARTHUR J & CO Financial Services 47,869.0 $12.4M 0.10% NEW $258.79 -12.7%
179 AFL AFLAC INC Financial Services 111,171.0 $12.3M 0.10% NEW $110.27 +9.0%
180 ETN EATON CORP PLC Industrials 38,196.0 $12.2M 0.10% NEW $318.52 +26.4%
Page 9 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%