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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 4 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GEV GE VERNOVA INC Utilities 53,145.0 $34.7M 0.29% NEW $653.57 +50.7%
62 UNP UNION PAC CORP Industrials 150,031.0 $34.7M 0.29% NEW $231.32 +26.5%
63 NOW SERVICENOW INC Technology 226,169.0 $34.6M 0.29% NEW $153.19 -37.7%
64 ACN ACCENTURE PLC IRELAND Technology 125,889.0 $33.8M 0.28% NEW $268.30 -47.8%
65 SCHW SCHWAB CHARLES CORP Financial Services 336,735.0 $33.6M 0.28% NEW $99.91 +0.9%
66 KLAC KLA CORP Technology 27,129.0 $33.0M 0.28% NEW $1215.08 -82.3%
67 SPGI S&P GLOBAL INC Financial Services 62,477.0 $32.6M 0.27% NEW $522.59 -17.9%
68 COF CAPITAL ONE FINL CORP Financial Services 134,452.0 $32.6M 0.27% NEW $242.36 -16.9%
69 INTC INTEL CORP Technology 881,085.0 $32.5M 0.27% NEW $36.90 +178.1%
70 TJX TJX COS INC NEW Consumer Cyclical 211,148.0 $32.4M 0.27% NEW $153.61 +1.2%
71 TXN TEXAS INSTRS INC Technology 184,063.0 $31.9M 0.27% NEW $173.49 +69.6%
72 APH AMPHENOL CORP NEW Technology 233,585.0 $31.6M 0.26% NEW $135.14 +16.6%
73 GILD GILEAD SCIENCES INC Healthcare 255,864.0 $31.4M 0.26% NEW $122.74 +6.2%
74 UBER UBER TECHNOLOGIES INC Technology 382,524.0 $31.3M 0.26% NEW $81.71 -13.9%
75 BSX BOSTON SCIENTIFIC CORP Healthcare 324,188.0 $30.9M 0.26% NEW $95.35 -54.9%
76 ADBE ADOBE INC Technology 88,262.0 $30.9M 0.26% NEW $349.99 -37.6%
77 APP APPLOVIN CORP Technology 45,313.0 $30.5M 0.26% NEW $673.82 -38.8%
78 BLK BLACKROCK INC Financial Services 27,739.0 $29.7M 0.25% NEW $1070.33 -1.3%
79 DHR DANAHER CORPORATION Healthcare 129,510.0 $29.6M 0.25% NEW $228.92 -21.7%
80 EQIX EQUINIX INC Real Estate 38,198.0 $29.3M 0.24% NEW $766.17 +34.3%
Page 4 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%