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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 9 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CEG CONSTELLATION ENERGY CORP Utilities 68,098.0 $16.9M 0.11% +6K +8.8% $248.37 +10.1%
162 URI UNITED RENTALS INC Industrials 14,845.0 $16.8M 0.11% +859.0 +6.1% $1132.89 -4.4%
163 FIX COMFORT SYS USA INC Industrials 8,435.0 $16.7M 0.11% +1K +14.2% $1981.95 -18.8%
164 COHR COHERENT CORP Technology 42,220.0 $16.7M 0.11% +12K +37.5% $394.47 -30.2%
165 EOG EOG RES INC Energy 127,752.0 $16.6M 0.11% -2K -1.7% $129.73 +15.8%
166 VTR VENTAS INC Real Estate 184,800.0 $16.4M 0.11% +16K +9.7% $88.80 +5.3%
167 NXPI NXP SEMICONDUCTORS N V Technology 58,350.0 $16.4M 0.11% +6K +10.5% $281.03 -20.8%
168 CIEN CIENA CORP Technology 33,302.0 $16.3M 0.11% +2K +6.1% $490.56 -24.2%
169 CRH PLC 152,605.0 $16.3M 0.11% +19K +13.9% $107.00
170 ITW ILLINOIS TOOL WKS INC Industrials 60,363.0 $16.3M 0.11% +5K +9.5% $270.47 +5.0%
171 SLB SLB LIMITED Energy 349,899.0 $16.3M 0.11% +4K +1.1% $46.49 +16.2%
172 MSI MOTOROLA SOLUTIONS INC Technology 38,988.0 $16.2M 0.11% +4K +11.0% $415.29 +15.9%
173 SRE SEMPRA Utilities 173,768.0 $16.1M 0.11% +9K +5.7% $92.71 -8.8%
174 UPS UNITED PARCEL SVCS INC Industrials 149,756.0 $16.1M 0.11% +16K +11.7% $107.50 -4.4%
175 CL COLGATE PALMOLIVE CO Consumer Defensive 174,744.0 $16.0M 0.11% +19K +11.8% $91.68 +0.9%
176 TRV TRAVELERS COMPANIES INC Financial Services 47,674.0 $15.7M 0.10% +3K +7.1% $330.12 +12.2%
177 BSX BOSTON SCIENTIFIC CORP Healthcare 366,521.0 $15.6M 0.10% +34K +10.3% $42.68 +14.8%
178 ROST ROSS STORES INC Consumer Cyclical 73,278.0 $15.6M 0.10% +9K +13.3% $212.85 +13.5%
179 TFC TRUIST FINL CORP Financial Services 311,784.0 $15.5M 0.10% +28K +10.1% $49.82 +2.0%
180 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 161,351.0 $15.5M 0.10% +13K +8.6% $96.12 -49.1%
Page 9 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%