IFM Investors Pty Ltd

CIK

1698246

Location

MELBOURNE, C3

Portfolio Value

Small $180,188,642

Diversification

Diversified

Filing Date

Global Rank

#278 / 8,232 ▲ 26

Top Industry

Semiconductors 12.5%

3Y Alpha vs SPY

-2.8%

Period ended 2 months ago

Filed Apr 24, 2026 · 51d

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

+64.2%

SPY

+76.3%

Annualised alpha

-2.8%

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

27 positions · $180,188,642 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEM	NEWMONT Corp /DE/ Basic Materials	Added	224,342	+9,868	$24,285,021	+13.4%	13.48%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	276,536	+4,266	$16,254,786	+17.5%	9.02%
SHW	Sherwin Williams Co Basic Materials	Added	47,545	+2,119	$15,240,549	+3.5%	8.46%
ECL	Ecolab Inc. Basic Materials	Reduced	53,386	-65	$14,201,743	+1.2%	7.88%
CRH	Crh Public Ltd Co Basic Materials	Added	134,032	+6,863	$14,089,443	−11.2%	7.82%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	47,314	+12,799	$13,744,243	+61.2%	7.63%
CTVA	Corteva, Inc. Basic Materials	Reduced	139,846	-18	$11,706,508	+24.9%	6.50%
MLM	Martin Marietta Materials Inc Basic Materials	Added	13,020	+1,454	$7,664,613	+6.4%	4.25%
VMC	Vulcan Materials CO Basic Materials	Reduced	27,415	-1,139	$7,465,104	−8.3%	4.14%
NUE	Nucor Corp Basic Materials	Added	41,296	+1,548	$6,983,153	+7.7%	3.88%
DD	DuPont de Nemours, Inc. Basic Materials	Added	123,062	+7,768	$5,636,239	+21.6%	3.13%
PPG	Ppg Industries Inc Basic Materials	Reduced	50,130	-7,911	$5,357,894	−9.9%	2.97%
STLD	Steel Dynamics Inc Basic Materials	Added	27,519	+1,657	$4,953,420	+13.0%	2.75%
DOW	Dow Inc. Basic Materials	Added	109,144	+6,267	$4,545,847	+89.0%	2.52%
AMRZ	Amrize Ltd Basic Materials	Added	79,311	+98	$4,443,002	+3.7%	2.47%
CDE	Coeur Mining, Inc. Basic Materials	NEW	214,129	NEW	$4,019,201	NEW	2.23%
IFF	International Flavors & Fragrances Inc Basic Materials	Reduced	52,815	-3,612	$3,831,728	+0.8%	2.13%
CF	CF Industries Holdings, Inc. Basic Materials	Reduced	25,137	-1,524	$3,263,788	+58.3%	1.81%
LYB	LyondellBasell Industries N.V. Basic Materials	Added	40,081	+2,520	$3,228,925	+98.5%	1.79%
RS	Reliance, Inc. Basic Materials	Reduced	10,187	-3,351	$3,096,033	−20.8%	1.72%
RPM	Rpm International Inc/De/ Basic Materials	Reduced	31,095	-5,648	$3,090,843	−19.1%	1.72%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	12,463	-3,447	$2,144,383	−5.3%	1.19%
BVN	Buenaventura Mining Co Inc Basic Materials	Reduced	25,899	-11,271	$933,399	−9.8%	0.52%
AUGO	Aura Minerals Inc. Basic Materials	NEW	30	NEW	$2,448	NEW	0.00%
ALB	Albemarle Corp Basic Materials	NEW	13	NEW	$2,333	NEW	0.00%
HCC	Warrior Met Coal, Inc. Basic Materials	NEW	22	NEW	$2,049	NEW	0.00%
AU	AngloGold Ashanti PLC Basic Materials	NEW	20	NEW	$1,947	NEW	0.00%