IFM Investors Pty Ltd
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 33.2% | $3,821,098,233 |
| Financial Services | 12.4% | $1,428,173,738 |
| Consumer Cyclical | 10.2% | $1,175,005,410 |
| Healthcare | 9.9% | $1,140,995,267 |
| Industrials | 8.3% | $959,994,202 |
| Communication Services | 8.2% | $948,359,192 |
| Consumer Defensive | 4.9% | $567,525,327 |
| Energy | 4.2% | $487,550,952 |
| Real Estate | 3.8% | $434,332,155 |
| Utilities | 3.2% | $373,536,333 |
| Basic Materials | 1.6% | $180,188,642 |
| Unclassified | 0.1% | $6,226,666 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
34 positions ·
$567,525,327 total
· Consumer Defensive 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 853,399 | $106,060,427 | 18.69% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 85,971 | $85,664,083 | 15.09% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 477,899 | $69,027,731 | 12.16% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 839,478 | $63,842,301 | 11.25% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 273,135 | $42,415,134 | 7.47% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 233,395 | $38,589,529 | 6.80% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 256,753 | $16,943,130 | 2.99% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 259,546 | $14,960,231 | 2.64% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 156,228 | $13,315,312 | 2.35% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 94,063 | $11,400,435 | 2.01% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Added | 148,647 | $10,770,961 | 1.90% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Added | 341,885 | $9,001,832 | 1.59% | |
| KR |
Kroger Co
Consumer Defensive
|
Added | 119,562 | $8,651,506 | 1.52% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Added | 396,701 | $6,839,125 | 1.21% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 66,869 | $6,450,852 | 1.14% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 29,950 | $6,226,305 | 1.10% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 74,024 | $5,380,804 | 0.95% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 74,455 | $5,310,875 | 0.94% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Added | 42,422 | $5,036,764 | 0.89% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Held | 49,785 | $4,645,936 | 0.82% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Reduced | 30,094 | $4,514,100 | 0.80% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Added | 39,090 | $4,280,745 | 0.75% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Reduced | 176,163 | $3,961,905 | 0.70% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Reduced | 105,220 | $3,916,288 | 0.69% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Held | 40,723 | $3,692,354 | 0.65% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Added | 51,092 | $3,666,872 | 0.65% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Reduced | 22,128 | $2,814,681 | 0.50% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Added | 43,419 | $2,781,855 | 0.49% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Added | 52,775 | $2,661,971 | 0.47% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Added | 24,284 | $2,516,550 | 0.44% | |
| HRL |
Hormel Foods Corp /De/
Consumer Defensive
|
Added | 51,917 | $1,175,920 | 0.21% | |
| TAL |
TAL Education Group
Consumer Defensive
|
Held | 45,508 | $517,425 | 0.09% | |
| JBS |
Jbs N.V.
Consumer Defensive
|
Held | 27,220 | $488,871 | 0.09% | |
| SFD |
Smithfield Foods Inc
Consumer Defensive
|
NEW | 90 | $2,517 | 0.00% |