Institution

IFM Investors Pty Ltd

13F for the quarter to June 30, 2026, filed July 21, 2026 · SEC CIK 1698246

Reported value: $15.1bn
Positions we cover: 628
Copy, a year: +14.4%
Copy Sharpe ratio: 0.67

How copying its 13F would have done

CopyS&P 500 $10,000 copying IFM Investors Pty Ltd's filed holdings in companies we cover from July 13, 2018, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −31.5% (S&P 500 −31.8%); beta 1.01; alpha −0.1% a year (t = −0.17); last 12 months +9.9% against +12.1%.

Reported value by quarter

IFM Investors Pty Ltd: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2018-06-30	$1.1B
2018-09-30	$1.3B
2018-12-31	$1.2B
2019-03-31	$1.6B
2019-06-30	$1.8B
2019-09-30	$2.7B
2019-12-31	$2.8B
2020-03-31	$2.2B
2020-06-30	$1.9B
2020-09-30	$2.4B
2020-12-31	$3.1B
2021-03-31	$3.7B
2021-06-30	$4.9B
2021-09-30	$4.8B
2021-12-31	$5.5B
2022-03-31	$6.4B
2022-06-30	$5.7B
2022-09-30	$5.5B
2022-12-31	$6T
2023-03-31	$6.6B
2023-06-30	$7.6B
2023-09-30	$7.6B
2024-03-31	$9.2B
2024-06-30	$9.9B
2024-09-30	$10.4B
2024-12-31	$9.8B
2025-03-31	$9.2B
2025-06-30	$10.5B
2025-09-30	$11.4B
2026-03-31	$12B
2026-06-30	$15.1B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
NVDANVIDIA Corporation	7.00%	$1.1bn	5.28M	+5.6% Added
AAPLApple Inc.	6.43%	$971.3m	3.36M	+11.1% Added
MSFTMicrosoft Corporation	3.99%	$603.0m	1.62M	+11.3% Added
AMZNAmazon	3.44%	$519.1m	2.18M	+13.7% Added
GOOGLAlphabet Inc. (Class A)	3.09%	$466.8m	1.31M	+11.2% Added
AVGOBroadcom	2.57%	$388.5m	1.03M	+10.8% Added
MUMicron Technology	1.97%	$297.9m	258.1K	+11.0% Added
METAMeta Platforms	1.84%	$278.8m	495.0K	+12.3% Added
TSLATesla, Inc.	1.79%	$271.0m	644.4K	+10.5% Added
LLYLilly (Eli)	1.46%	$220.0m	183.4K	+11.4% Added
AMDAdvanced Micro Devices	1.44%	$216.8m	373.2K	New
JPMJPMorgan Chase	1.30%	$197.3m	602.7K	+10.6% Added
JNJJohnson & Johnson	0.94%	$142.2m	560.0K	+10.8% Added
INTCIntel	0.93%	$140.2m	1.00M	+8.8% Added
VVisa Inc.	0.88%	$132.7m	386.8K	+12.3% Added
AMATApplied Materials	0.87%	$131.9m	182.4K	+9.9% Added
LRCXLam Research	0.82%	$124.5m	287.2K	+9.3% Added
CATCaterpillar Inc.	0.74%	$111.9m	105.1K	+10.4% Added
WMTWalmart	0.72%	$109.1m	963.6K	+12.9% Added
CSCOCisco	0.71%	$107.1m	911.9K	+12.0% Added
ABBVAbbVie	0.68%	$102.1m	405.6K	+12.2% Added
MAMastercard	0.63%	$95.9m	186.7K	+10.7% Added
COSTCostco	0.60%	$91.4m	97.8K	+13.7% Added
KLACKLA Corporation	0.60%	$91.1m	301.9K	+988.5% Added
GEGE Aerospace	0.60%	$90.0m	240.8K	+9.4% Added
BACBank of America	0.58%	$87.6m	1.54M	+9.8% Added
UNHUnitedHealth Group	0.57%	$86.3m	207.5K	+12.5% Added
HDThe Home Depot	0.53%	$79.4m	225.0K	+11.2% Added
PGProcter & Gamble	0.52%	$78.6m	536.0K	+12.2% Added
MRKMerck & Co.	0.49%	$73.4m	571.2K	+9.3% Added
KOThe Coca-Cola Company	0.48%	$72.7m	894.3K	+6.5% Added
GEVGE Vernova	0.47%	$71.2m	60.6K	+10.4% Added
CVXChevron Corporation	0.46%	$68.7m	414.5K	+11.2% Added
NFLXNetflix	0.45%	$68.5m	958.7K	+11.0% Added
GSGoldman Sachs	0.45%	$68.2m	67.4K	+9.5% Added
WELLWelltower	0.42%	$63.6m	280.1K	+11.1% Added
PANWPalo Alto Networks	0.42%	$63.5m	186.3K	+12.7% Added
TXNTexas Instruments	0.41%	$62.1m	208.5K	+10.1% Added
IBMIBM	0.40%	$60.5m	215.0K	+14.5% Added
MRVLMarvell Technology	0.39%	$59.0m	198.1K	+6.2% Added
ORCLOracle Corporation	0.39%	$58.1m	396.7K	+12.1% Added
PLTRPalantir Technologies Inc.	0.38%	$57.0m	488.2K	+4.9% Added
MSMorgan Stanley	0.38%	$56.8m	271.8K	+11.0% Added
WFCWells Fargo	0.38%	$56.7m	685.5K	+10.7% Added
LINLinde plc	0.36%	$54.3m	104.6K	New
CCitigroup	0.36%	$54.0m	385.5K	+6.2% Added
NEENextEra Energy	0.34%	$51.9m	590.9K	+12.7% Added
WDCWestern Digital	0.34%	$51.4m	80.4K	+10.5% Added
PLDPrologis	0.33%	$49.2m	363.0K	+7.3% Added
APHAmphenol	0.33%	$49.1m	278.7K	+15.2% Added
PMPhilip Morris International	0.32%	$48.6m	268.7K	+15.1% Added
STXSeagate Technology	0.32%	$48.6m	50.3K	+9.2% Added
UNPUnion Pacific Corporation	0.31%	$46.7m	171.6K	+7.5% Added
GLWCorning Inc.	0.31%	$46.7m	182.7K	+10.4% Added
QCOMQualcomm	0.30%	$45.2m	244.6K	+5.6% Added
ADIAnalog Devices	0.29%	$44.6m	112.2K	+8.0% Added
AMGNAmgen	0.29%	$44.5m	122.8K	+11.8% Added
CRWDCrowdStrike	0.29%	$43.8m	57.4K	+13.4% Added
MCDMcDonald's	0.28%	$42.5m	157.3K	+12.1% Added
TMOThermo Fisher Scientific	0.28%	$42.3m	84.4K	+13.1% Added
PEPPepsiCo	0.28%	$42.1m	311.2K	+13.9% Added
VZVerizon	0.28%	$41.9m	990.1K	+4.3% Added
ANETArista Networks	0.28%	$41.9m	246.6K	+10.1% Added
EQIXEquinix	0.28%	$41.6m	40.0K	+2.3% Added
AXPAmerican Express	0.27%	$41.2m	121.7K	+10.4% Added
DISThe Walt Disney Company	0.26%	$38.9m	404.3K	+12.6% Added
TJXTJX Companies	0.25%	$38.1m	251.2K	+15.3% Added
ABTAbbott Laboratories	0.24%	$37.1m	408.4K	+7.7% Added
GILDGilead Sciences	0.24%	$36.4m	287.9K	+9.8% Added
DEDeere & Company	0.23%	$35.3m	55.6K	+7.5% Added
SCHWCharles Schwab Corporation	0.23%	$34.8m	377.5K	+9.9% Added
TAT&T	0.22%	$33.5m	1.62M	+8.9% Added
ISRGIntuitive Surgical	0.22%	$33.4m	84.0K	+10.4% Added
BKNGBooking Holdings	0.21%	$32.6m	182.7K	+2610.0% Added
PFEPfizer	0.21%	$32.1m	1.33M	+8.6% Added
COPConocoPhillips	0.21%	$31.9m	307.2K	+9.2% Added
BLKBlackRock	0.21%	$31.8m	33.1K	+15.2% Added
SOSouthern Company	0.21%	$31.7m	331.7K	+11.0% Added
DELLDell Technologies	0.20%	$30.4m	70.4K	+2.9% Added
DUKDuke Energy	0.20%	$30.0m	236.8K	+5.5% Added
CVSCVS Health	0.20%	$29.4m	284.4K	+15.3% Added
LOWLowe's	0.19%	$29.4m	133.3K	+7.5% Added
UBERUber	0.19%	$29.3m	405.8K	+1.7% Added
CRMSalesforce	0.19%	$29.2m	186.3K	−3.9% Reduced
SPGSimon Property Group	0.19%	$28.8m	128.7K	+6.1% Added
SPGIS&P Global	0.19%	$28.8m	70.7K	+7.5% Added
VRTXVertex Pharmaceuticals	0.19%	$28.7m	57.7K	+13.0% Added
RTXRTX Corporation	0.19%	$28.6m	150.5K	+11.8% Added
PGRProgressive Corporation	0.19%	$28.5m	130.3K	+11.4% Added
DHRDanaher Corporation	0.19%	$28.3m	148.7K	+10.0% Added
COFCapital One	0.19%	$28.2m	140.7K	+1.1% Added
WMBWilliams Companies	0.18%	$27.8m	373.5K	+13.3% Added
PHParker Hannifin	0.18%	$27.8m	28.4K	+14.5% Added
CBChubb Limited	0.18%	$27.6m	81.1K	+4.7% Added
VRTVertiv	0.18%	$27.3m	81.6K	+13.3% Added
BMYBristol Myers Squibb	0.18%	$27.3m	473.2K	+11.1% Added
APPApplovin Corp	0.18%	$27.2m	52.8K	+12.5% Added
CSXCSX Corporation	0.18%	$26.6m	559.0K	+7.0% Added
TTTrane Technologies	0.17%	$26.4m	53.8K	+11.2% Added
SBUXStarbucks	0.17%	$25.7m	251.8K	+12.0% Added
SYKStryker Corporation	0.17%	$25.3m	80.2K	+12.2% Added
MDTMedtronic	0.16%	$24.9m	317.7K	+7.3% Added
BNYBNY Mellon	0.16%	$24.6m	170.1K	+10.1% Added
DLRDigital Realty	0.16%	$24.6m	136.8K	+7.4% Added
HWMHowmet Aerospace	0.16%	$24.5m	90.9K	+18.1% Added
PNCPNC Financial Services	0.16%	$24.4m	99.0K	+6.1% Added
PWRQuanta Services	0.16%	$24.1m	33.5K	+13.1% Added
NOWServiceNow	0.16%	$24.0m	241.6K	+3.0% Added
CDNSCadence Design Systems Inc	0.16%	$24.0m	63.9K	+8.7% Added
NEMNewmont	0.15%	$23.3m	249.6K	+11.3% Added
USBU.S. Bancorp	0.15%	$22.8m	377.8K	+5.7% Added
AMTAmerican Tower	0.15%	$22.2m	135.9K	+12.5% Added
CMICummins	0.15%	$22.1m	31.0K	+15.3% Added
AEPAmerican Electric Power	0.15%	$22.0m	161.0K	+9.0% Added
ORealty Income	0.14%	$22.0m	354.5K	+7.8% Added
FTNTFortinet	0.14%	$21.6m	140.7K	+4.6% Added
CMCSAComcast	0.14%	$20.7m	841.3K	+6.6% Added
JCIJohnson Controls	0.13%	$20.2m	138.2K	−1.6% Reduced
ADPAutomatic Data Processing	0.13%	$20.2m	90.1K	+11.8% Added
MOAltria	0.13%	$20.1m	279.0K	+8.7% Added
MCKMcKesson	0.13%	$20.0m	26.5K	+11.1% Added
FCXFreeport-McMoRan	0.13%	$20.0m	317.4K	+14.8% Added
MMM3M	0.13%	$19.9m	122.9K	+8.6% Added
ELVElevance Health	0.13%	$19.8m	51.3K	+4.9% Added
ADBEAdobe Inc.	0.13%	$19.4m	94.7K	New
SPCXSpace Exploration Technologies Corp	0.13%	$19.4m	113.5K	New
PSAPublic Storage	0.13%	$19.2m	60.4K	+5.2% Added
TMUST-Mobile US	0.13%	$19.1m	114.2K	+13.2% Added
SNOWSnowflake Inc.	0.13%	$18.9m	74.4K	+17.7% Added
MARMarriott International	0.13%	$18.9m	50.9K	+10.6% Added
BXBlackstone Inc.	0.13%	$18.9m	160.2K	+11.7% Added
SNPSSynopsys Inc	0.12%	$18.8m	42.2K	+7.4% Added
WMWaste Management	0.12%	$18.8m	84.3K	+11.7% Added
BEBloom Energy	0.12%	$18.7m	61.7K	+32.6% Added
CMECME Group	0.12%	$18.6m	84.0K	+14.9% Added
SHWSherwin-Williams	0.12%	$18.4m	53.5K	+12.6% Added
ETNEaton Corporation	0.12%	$18.4m	43.2K	+5.9% Added
DDOGDatadog, Inc.	0.12%	$18.3m	70.3K	+19.0% Added
RCLRoyal Caribbean Group	0.12%	$18.0m	56.6K	+6.4% Added
MELIMercadolibre Inc	0.12%	$17.9m	10.5K	+11.1% Added
ACNAccenture	0.12%	$17.8m	143.3K	+8.1% Added
MRSHMarsh McLennan	0.12%	$17.8m	106.6K	+8.9% Added
NETCloudflare, Inc.	0.12%	$17.7m	72.1K	+12.7% Added
NSCNorfolk Southern	0.12%	$17.5m	55.6K	+9.1% Added
ORLYO'Reilly Automotive	0.12%	$17.4m	189.3K	+12.6% Added
OKEOneok	0.12%	$17.4m	200.2K	+5.7% Added
TERTeradyne	0.12%	$17.3m	35.8K	+14.1% Added
KMIKinder Morgan	0.11%	$17.2m	538.2K	+6.3% Added
INTUIntuit	0.11%	$17.2m	65.9K	+8.5% Added
BABoeing	0.11%	$17.2m	79.3K	+8.5% Added

Company	Bought (value)	Shares
AMDAdvanced Micro Devices	$216.8m	373.2K
AAPLApple Inc.	$96.7m	334.3K
KLACKLA Corporation	$82.7m	274.2K
AMZNAmazon	$62.4m	261.8K
MSFTMicrosoft Corporation	$61.1m	163.9K
NVDANVIDIA Corporation	$55.6m	277.9K
LINLinde plc	$54.3m	104.6K
GOOGLAlphabet Inc. (Class A)	$47.0m	131.4K
AVGOBroadcom	$37.9m	100.4K
BKNGBooking Holdings	$31.4m	176.0K
METAMeta Platforms	$30.6m	54.4K
MUMicron Technology	$29.4m	25.5K
TSLATesla, Inc.	$25.7m	61.2K
LLYLilly (Eli)	$22.4m	18.7K
ADBEAdobe Inc.	$19.4m	94.7K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
ALLEAllegion	−$46.4m	−330.3K
AERAercap Holdings N.V.	−$13.1m	−89.6K
EQHEquitable Holdings, Inc.	−$3.1m	−83.9K
DOCHealthpeak Properties	−$3.1m	−144.7K
HUBSHubspot Inc	−$2.9m	−11.7K
GDDYGodaddy Inc.	−$2.6m	−30.8K
ITGartner	−$2.4m	−15.2K
ZBRAZebra Technologies	−$2.3m	−11.1K
PINSPinterest, Inc.	−$2.3m	−124.6K
JKHYJack Henry & Associates Inc	−$2.2m	−13.9K
UDRUDR, Inc.	−$2.0m	−50.9K
TTDTrade Desk, Inc.	−$2.0m	−89.2K
DKNGDraftkings Inc.	−$2.0m	−91.0K
SOLVSolventum	−$1.9m	−29.2K
UHSUniversal Health Services	−$1.9m	−10.6K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
EQHEquitable Holdings, Inc.	$3.1m	83.9K
HUBSHubspot Inc	$2.9m	11.7K
GDDYGodaddy Inc.	$2.6m	30.8K
ITGartner	$2.4m	15.2K
ZBRAZebra Technologies	$2.3m	11.1K
PINSPinterest, Inc.	$2.3m	124.6K
JKHYJack Henry & Associates Inc	$2.2m	13.9K
TTDTrade Desk, Inc.	$2.0m	89.2K
DKNGDraftkings Inc.	$2.0m	91.0K
SOLVSolventum	$1.9m	29.2K
UHSUniversal Health Services	$1.9m	10.6K
BLDRBuilders Firstsource, Inc.	$1.6m	20.0K
ZZillow Group, Inc.	$1.4m	35.0K
HRLHormel Foods	$1.2m	51.9K
OKLOOklo Inc.	$1.1m	22.1K
SNAPSnap Inc	$990,592	215.3K
MNDYMonday.com Ltd.	$521,850	7.6K
CSRCenterspace	$155,977	2.7K
AATAmerican Assets Trust, Inc.	$153,503	8.3K
NWNNorthwest Natural Holding Co	$152,529	2.9K
DEAEasterly Government Properties, Inc.	$147,653	6.9K
JBGSJBG Smith Properties	$141,001	9.7K
HTOH2o America	$140,163	2.4K
SAFESafehold Inc.	$121,811	9.0K
NXRTNexpoint Residential Trust, Inc.	$89,850	3.6K
LEGNLegend Biotech Corp	$80,971	4.5K
JAZZJazz Pharmaceuticals plc	$3,025	16
SMSM Energy Co	$2,806	90
CHRDChord Energy Corp	$2,701	19
ONTOOnto Innovation Inc.	$2,666	13

Technology38.8%
Financials11.0%
Health Care9.5%
Consumer Discretionary9.5%
Industrials9.0%
Communication Services7.3%
Consumer Staples4.4%
Real Estate3.3%
Utilities2.8%
Energy2.3%
Materials2.0%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestJuly 13, 2018 to November 2, 2026	+14.4%	+14.4%	0.67	0.68	−31.5%	1.01
Last three yearsNovember 3, 2023 to November 2, 2026	+21.0%	+21.8%	1.11	1.16	−16.7%	1.00
Last yearNovember 7, 2025 to November 2, 2026	+12.1%	+14.2%	0.70	0.84	−8.8%	0.96

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.