IFM Investors Pty Ltd

CIK

1698246

Location

MELBOURNE, C3

Portfolio Value

Large $11,522,986,117

Diversification

Diversified

Filing Date

Global Rank

#278 / 8,232 ▲ 26

Top Industry

Semiconductors 12.5%

3Y Alpha vs SPY

-2.9%

Period ended 2 months ago

Filed Apr 24, 2026 · 50d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.0%

SPY

+76.5%

Annualised alpha

-2.9%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

679 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.6%

−0.2 pts

Top 5

25.3%

−2.0 pts

Top 10

34.6%

−3.0 pts

HHI

183

Diversified−24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.2%	$3,821,098,233	109
Financial Services	12.4%	$1,428,173,738	84
Consumer Cyclical	10.2%	$1,175,005,410	64
Healthcare	9.9%	$1,140,995,267	67
Industrials	8.3%	$959,994,202	81
Communication Services	8.2%	$948,359,192	30
Consumer Defensive	4.9%	$567,525,327	34
Energy	4.2%	$487,550,952	27
Real Estate	3.8%	$434,332,155	105
Utilities	3.2%	$373,536,333	50
Basic Materials	1.6%	$180,188,642	27
Unclassified	0.1%	$6,226,666	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ALLE	Allegion plc	+338,425	355,233	$51,611,802
NVDA	Nvidia Corp	+178,699	5,005,906	$873,030,006
HBAN	Huntington Bancshares Inc /Md/	+130,465	411,736	$6,443,668
AAPL	Apple Inc.	+98,016	3,022,506	$767,081,797
AER	AerCap Holdings N.V.	+89,651	124,143	$17,029,936
T	At&T Inc.	+74,684	1,488,172	$43,142,106
AMZN	Amazon Com Inc	+61,205	1,916,368	$399,121,963
NLY	Annaly Capital Management Inc	+55,802	260,032	$5,499,676
GOOGL	Alphabet Inc.	+54,947	1,174,761	$337,814,273
PFE	Pfizer Inc	+54,721	1,229,480	$34,523,798
MSFT	Microsoft Corp	+53,379	1,452,610	$537,712,643
VICI	Vici Properties Inc.	+51,909	523,362	$14,298,249
FITB	Fifth Third Bancorp	+50,028	176,117	$8,182,395
USB	US Bancorp De	+43,496	357,395	$18,588,113
GRAB	Grab Holdings Ltd	+43,277	489,409	$1,791,236
INTC	Intel Corp	+42,447	923,532	$40,755,467
CSX	Csx Corp	+40,036	522,528	$21,449,774
NFLX	Netflix Inc	+37,281	863,717	$83,046,389
DUK	Duke Energy CORP	+37,036	224,461	$29,390,923
AVGO	Broadcom Inc.	+36,920	928,103	$287,257,159
SO	Southern Co	+36,754	298,876	$28,847,511
VZ	Verizon Communications Inc	+34,808	949,066	$47,643,113
WEC	Wec Energy Group, Inc.	+34,458	105,276	$12,187,802
XOM	Exxon Mobil Corp	+33,726	832,489	$141,240,083
KDP	Keurig Dr Pepper Inc.	+32,606	341,885	$9,001,832
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMH	American Homes 4 Rent	−84,056	56,185	$1,568,685
WTRG	Essential Utilities, Inc.	−53,437	20,049	$807,373
ELS	Equity Lifestyle Properties Inc	−35,714	31,477	$1,964,794
BXP	BXP, Inc.	−31,076	26,053	$1,352,150
SLB	Slb Limited/Nv	−27,504	346,004	$17,781,145
ARE	Alexandria Real Estate Equities, Inc.	−25,010	28,219	$1,309,925
PCG	PG&E Corp	−21,396	567,486	$9,970,729
BKR	Baker Hughes Co	−18,096	202,742	$12,377,399
OKE	Oneok Inc /New/	−17,557	189,346	$17,114,984
SRE	Sempra	−16,364	164,392	$15,973,970
ED	Consolidated Edison Inc	−15,939	93,207	$10,549,168
EXC	Exelon Corp	−15,173	338,020	$16,569,740
ES	Eversource Energy	−14,418	109,855	$7,610,754
UDR	UDR, Inc.	−12,779	104,168	$3,518,795
CTSH	Cognizant Technology Solutions Corp	−12,355	80,791	$4,956,527
BVN	Buenaventura Mining Co Inc	−11,271	25,899	$933,399
HPQ	Hp Inc	−9,975	207,584	$3,987,688
BALL	BALL Corp	−9,604	45,238	$2,674,018
PPG	Ppg Industries Inc	−7,911	50,130	$5,357,894
EIX	Edison International	−7,267	112,394	$8,224,992
KMI	Kinder Morgan, Inc.	−6,899	506,250	$16,974,562
NEE	Nextera Energy Inc	−6,552	524,530	$48,718,346
AWK	American Water Works Company, Inc.	−6,548	63,312	$8,616,130
SYY	Sysco Corp	−6,482	74,455	$5,310,875
HAL	Halliburton Co	−6,308	183,799	$7,166,323
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BKNG	Booking Holdings Inc.	6,742	$28,385,976
MELI	Mercadolibre Inc	9,479	$16,389,380
AZO	Autozone Inc	3,380	$11,416,896
MPWR	Monolithic Power Systems Inc	9,569	$10,462,266
LITE	Lumentum Holdings Inc.	14,669	$10,308,786
FIX	Comfort Systems USA Inc	7,387	$10,186,599
GWW	W.W. Grainger, Inc.	9,052	$9,874,013
COHR	Coherent Corp.	30,713	$7,316,143
EME	EMCOR Group, Inc.	8,639	$6,378,260
TDG	TransDigm Group INC	4,980	$5,771,620
TDY	Teledyne Technologies Inc	9,209	$5,571,537
CASY	Caseys General Stores Inc	7,654	$5,571,040
UTHR	UNITED THERAPEUTICS Corp	8,878	$5,264,476
FICO	Fair Isaac Corp	4,838	$5,164,758
FTAI	FTAI Aviation Ltd.	19,928	$4,882,360
MTD	Mettler Toledo International Inc/	3,854	$4,860,664
MKL	Markel Group Inc.	2,525	$4,833,026
ASTS	AST SpaceMobile, Inc.	57,975	$4,804,388
ULTA	Ulta Beauty, Inc.	8,644	$4,518,305
AMCR	Amcor plc	109,197	$4,340,580
CDE	Coeur Mining, Inc.	214,129	$4,019,201
NVR	Nvr Inc	586	$3,861,640
FCNCA	First Citizens Bancshares Inc /De/	1,669	$3,145,497
LII	Lennox International Inc	6,439	$2,988,533
RVMD	Revolution Medicines, Inc.	28,809	$2,801,675
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	324,259	$69,443,307
LIN	Linde PLC	93,538	$39,883,667
ADBE	Adobe Inc.	88,262	$30,890,817
NTNX	Nutanix, Inc.	50,090	$2,589,152
DT	Dynatrace, Inc.	59,587	$2,582,500
DOCU	Docusign, Inc.	37,102	$2,537,776
SJM	J M SMUCKER Co	21,970	$2,148,885
BAX	Baxter International Inc	99,229	$1,896,266
AFG	American Financial Group Inc	12,256	$1,675,150
PAYC	Paycom Software, Inc.	10,258	$1,634,714
ACM	Aecom	15,565	$1,483,811
BSY	Bentley Systems Inc	28,825	$1,100,106
BAH	Booz Allen Hamilton Holding Corp	11,415	$962,969
ELME	Elme Communities	14,133	$245,914
AIV	Apartment Investment & Management Co	21,170	$125,749
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

679 positions · $11,522,986,117 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 679 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	5,005,906	+178,699	$873,030,006	−3.0%	7.58%
AAPL	Apple Inc. Technology	Added	3,022,506	+98,016	$767,081,797	−3.5%	6.66%
MSFT	Microsoft Corp Technology	Added	1,452,610	+53,379	$537,712,643	−20.5%	4.67%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,916,368	+61,205	$399,121,963	−6.8%	3.46%
GOOGL	Alphabet Inc. Communication Services	Added	1,174,761	+54,947	$337,814,273	−3.6%	2.93%
AVGO	Broadcom Inc. Technology	Added	928,103	+36,920	$287,257,159	−6.9%	2.49%
META	Meta Platforms, Inc. Communication Services	Added	440,590	+18,674	$252,074,756	−9.5%	2.19%
TSLA	Tesla, Inc. Consumer Cyclical	Added	583,146	+22,762	$216,784,525	−14.0%	1.88%
JPM	Jpmorgan Chase & Co Financial Services	Added	544,830	+15,948	$160,267,192	−6.0%	1.39%
LLY	ELI LILLY & Co Healthcare	Added	164,685	+5,446	$151,472,322	−11.5%	1.31%
XOM	Exxon Mobil Corp Energy	Added	832,489	+33,726	$141,240,083	+46.9%	1.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	265,397	+8,948	$127,178,242	−1.3%	1.10%
JNJ	Johnson & Johnson Healthcare	Added	505,534	+15,989	$123,572,730	+22.0%	1.07%
WMT	Walmart Inc. Consumer Defensive	Added	853,399	+26,173	$106,060,427	+15.1%	0.92%
V	Visa Inc. Financial Services	Added	344,496	+10,542	$104,120,471	−11.1%	0.90%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	85,971	+1,842	$85,664,083	+18.1%	0.74%
MA	Mastercard Inc Financial Services	Added	168,678	+4,384	$84,281,649	−10.1%	0.73%
NFLX	Netflix Inc Communication Services	Added	863,717	+37,281	$83,046,389	+7.2%	0.72%
ABBV	AbbVie Inc. Healthcare	Added	361,420	+12,009	$78,605,235	−1.5%	0.68%
MU	Micron Technology Inc Technology	Added	232,573	+8,813	$78,572,462	+23.0%	0.68%
CVX	Chevron Corp Energy	Added	372,824	+13,481	$77,137,285	+40.8%	0.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	477,899	+9,109	$69,027,731	+2.7%	0.60%
BAC	Bank Of America Corp /De/ Financial Services	Added	1,400,285	+18,222	$68,263,893	−10.2%	0.59%
PLTR	Palantir Technologies Inc. Technology	Added	465,284	+23,954	$68,061,743	−13.2%	0.59%
CAT	Caterpillar Inc Industrials	Added	95,156	+3,269	$67,414,219	+28.1%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Added	202,320	+6,858	$66,541,024	−1.1%	0.58%
KO	Coca Cola Co Consumer Defensive	Added	839,478	+28,095	$63,842,301	+12.5%	0.55%
CSCO	Cisco Systems, Inc. Technology	Added	814,100	+28,982	$63,166,019	+4.4%	0.55%
MRK	Merck & Co., Inc. Healthcare	Added	522,579	+12,750	$62,861,027	+17.1%	0.55%
GE	General Electric Co Industrials	Added	220,178	+10,785	$62,479,911	−3.1%	0.54%
AMAT	Applied Materials Inc /De Technology	Added	166,069	+5,409	$56,760,723	+37.5%	0.49%
LRCX	Lam Research Corp Technology	Added	262,773	+7,994	$56,144,079	+28.7%	0.49%
GS	Goldman Sachs Group Inc Financial Services	Added	61,546	+2,883	$52,067,300	+1.0%	0.45%
ORCL	Oracle Corp Technology	Added	353,822	+17,720	$52,050,754	−20.5%	0.45%
ALLE	Allegion plc Industrials	Added	355,233	+338,425	$51,611,802	+1828.6%	0.45%
UNH	Unitedhealth Group Inc Healthcare	Added	184,497	+6,132	$49,923,043	−15.2%	0.43%
WELL	Welltower Inc. Real Estate	Added	252,190	+10,223	$49,860,484	+11.0%	0.43%
WFC	Wells Fargo & Company/Mn Financial Services	Added	619,063	+13,167	$49,283,605	−12.7%	0.43%
NEE	Nextera Energy Inc Utilities	Reduced	524,530	-6,552	$48,718,346	+14.3%	0.42%
GEV	GE Vernova Inc. Industrials	Added	54,931	+1,786	$47,949,269	+38.0%	0.42%
VZ	Verizon Communications Inc Communication Services	Added	949,066	+34,808	$47,643,113	+27.9%	0.41%
IBM	International Business Machines Corp Technology	Added	187,758	+7,291	$45,510,661	−14.9%	0.39%
PLD	Prologis, Inc. Real Estate	Added	338,352	+9,452	$44,723,367	+6.5%	0.39%
MCD	Mcdonalds Corp Consumer Cyclical	Added	140,277	+4,259	$43,596,688	+4.9%	0.38%
T	At&T Inc. Communication Services	Added	1,488,172	+74,684	$43,142,106	+22.9%	0.37%
PEP	Pepsico Inc Consumer Defensive	Added	273,135	+12,472	$42,415,134	+13.4%	0.37%
C	Citigroup Inc Financial Services	Added	363,013	+1,399	$41,169,304	−2.4%	0.36%
KLAC	Kla Corp Technology	Added	27,735	+606	$40,837,291	+23.9%	0.35%
INTC	Intel Corp Technology	Added	923,532	+42,447	$40,755,467	+25.4%	0.35%
MS	Morgan Stanley Financial Services	Added	244,811	+11,206	$40,288,546	−2.9%	0.35%