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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 9 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CMI CUMMINS INC Industrials 26,898.0 $14.5M 0.12% +781.0 +3.0% $538.02 +27.5%
162 ITW ILLINOIS TOOL WKS INC Industrials 55,122.0 $14.3M 0.12% +1K +2.7% $260.29 +2.9%
163 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 48,933.0 $14.3M 0.12% +914.0 +1.9% $292.75 +35.0%
164 VICI VICI PPTYS INC Real Estate 523,362.0 $14.3M 0.12% +52K +11.0% $27.32 -0.4%
165 ECL ECOLAB INC Basic Materials 53,386.0 $14.2M 0.12% $266.02 +6.6%
166 CRH PLC 134,032.0 $14.1M 0.12% +7K +5.4% $105.12
167 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 46,208.0 $14.1M 0.12% +417.0 +0.9% $304.08 +9.5%
168 ROST ROSS STORES INC Consumer Cyclical 64,652.0 $14.0M 0.12% +1K +1.9% $216.63 -1.6%
169 VTR VENTAS INC Real Estate 168,520.0 $13.8M 0.12% +4K +2.7% $81.78 +8.9%
170 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 47,314.0 $13.7M 0.12% +13K +37.1% $290.49 -4.4%
171 GM GENERAL MTRS CO Consumer Cyclical 183,270.0 $13.7M 0.11% +5K +2.9% $74.50 +4.8%
172 MCO MOODYS CORP Financial Services 31,012.0 $13.5M 0.11% +895.0 +3.0% $436.25 +3.2%
173 CL COLGATE PALMOLIVE CO Consumer Defensive 156,228.0 $13.3M 0.11% -4K -2.3% $85.23 +8.0%
174 NET CLOUDFLARE INC Technology 63,964.0 $13.2M 0.11% +3K +4.2% $206.34 +15.0%
175 UPS UNITED PARCEL SVCS INC Industrials 134,132.0 $13.2M 0.11% +6K +4.8% $98.38 +9.9%
176 AON AON PLC Financial Services 40,827.0 $13.2M 0.11% +1K +3.3% $322.78 +1.8%
177 TFC TRUIST FINL CORP Financial Services 283,318.0 $13.0M 0.11% +14K +5.2% $45.97 +9.8%
178 TRV TRAVELERS COMPANIES INC Financial Services 44,515.0 $13.0M 0.11% +902.0 +2.1% $291.68 +12.2%
179 D DOMINION ENERGY INC Utilities 209,231.0 $12.9M 0.11% +15K +7.5% $61.82 +12.2%
180 WBD WARNER BROS DISCOVERY INC Communication Services 467,341.0 $12.8M 0.11% +4K +0.8% $27.46 -2.6%
Page 9 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%