Ifm Investors Pty Ltd Top Holdings and 13F Report (2026)

About Ifm Investors Pty Ltd

Investment Activity

Ifm Investors Pty Ltd has $15.11 billion in total holdings as of June 30, 2026.
Ifm Investors Pty Ltd owns shares of 641 different stocks, but just 157 companies or ETFs make up 80% of its holdings.
Approximately 11.98% of the portfolio was purchased this quarter.
About 1.35% of the portfolio was sold this quarter.
This quarter, Ifm Investors Pty Ltd has purchased 686 new stocks and bought additional shares in 533 stocks.
Ifm Investors Pty Ltd sold shares of 66 stocks and completely divested from 62 stocks this quarter.

Largest Holdings

NVIDIA: $1,057,233,941
Apple: $971,336,380
Microsoft: $602,992,052
Amazon.com: $519,134,551
Alphabet: $466,785,616

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices: $216,804,326 Holding
G54950103 - LINDE PLC: $54,270,226 Holding
00724F101 - Adobe: $19,414,779 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $19,399,274 Holding
43849R105 - HONEYWELL AEROSPACE INC: $16,990,219 Holding

Largest Purchases this Quarter

Advanced Micro Devices: 373,215 shares (about $216.80M)
Apple: 334,338 shares (about $96.74M)
KLA: 274,155 shares (about $82.72M)
Amazon.com: 261,758 shares (about $62.39M)
Microsoft: 163,904 shares (about $61.14M)

Largest Sales this Quarter

Allegion: 330,288 shares (about $46.40M)
Aercap: 89,585 shares (about $13.06M)
HEALTHPEAK PROPERTIES INC: 144,656 shares (about $3.10M)
United Dominion Realty Trust: 50,921 shares (about $2.03M)
Hewlett Packard Enterprise: 38,426 shares (about $1.73M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$1,057,233,941	$55,602,210 â–²	5.6%	5,283,792	7.0%	Technology
AAPL Apple	$971,336,380	$96,744,044 â–²	11.1%	3,356,844	6.4%	Technology
MSFT Microsoft	$602,992,052	$61,139,470 â–²	11.3%	1,616,514	4.0%	Technology
AMZN Amazon.com	$519,134,551	$62,387,402 â–²	13.7%	2,178,126	3.4%	Consumer Discretionary
GOOGL Alphabet	$466,785,616	$46,961,277 â–²	11.2%	1,306,169	3.1%	Communication Services
AVGO Broadcom	$388,509,831	$37,918,923 â–²	10.8%	1,028,484	2.6%	Technology
GOOG Alphabet	$380,578,456	$19,764,927 â–²	5.5%	1,077,119	2.5%	Communication Services
MU Micron Technology	$297,896,855	$29,440,166 â–²	11.0%	258,078	2.0%	Technology
META Meta Platforms	$278,808,272	$30,628,331 â–²	12.3%	494,964	1.8%	Communication Services
TSLA Tesla	$271,015,292	$25,744,085 â–²	10.5%	644,354	1.8%	Consumer Discretionary
LLY Eli Lilly and Company	$219,968,265	$22,440,136 â–²	11.4%	183,394	1.5%	Healthcare
AMD Advanced Micro Devices	$216,804,326	$216,804,326 â–²	New Holding	373,215	1.4%	Technology
JPM JPMorgan Chase & Co.	$197,266,079	$18,926,875 â–²	10.6%	602,652	1.3%	Finance
BRK.B Berkshire Hathaway	$151,186,333	$18,384,329 â–²	13.8%	302,137	1.0%	Finance
JNJ Johnson & Johnson	$142,211,517	$13,821,047 â–²	10.8%	559,954	0.9%	Healthcare
INTC Intel	$140,241,579	$11,288,806 â–²	8.8%	1,004,380	0.9%	Technology
V Visa	$132,690,401	$14,497,268 â–²	12.3%	386,751	0.9%	Finance
AMAT Applied Materials	$131,909,904	$11,842,017 â–²	9.9%	182,448	0.9%	Technology
XOM ExxonMobil	$127,984,139	$14,166,243 â–²	12.4%	936,104	0.8%	Energy
LAM RESEARCH CORP	$124,464,943	$10,597,519 â–²	9.3%	287,229	0.8%	COM NEW
CAT Caterpillar	$111,894,368	$10,562,743 â–²	10.4%	105,075	0.7%	Industrials
WALMART INC	$109,136,203	$12,480,233 â–²	12.9%	963,590	0.7%	COM
CSCO Cisco Systems	$107,114,358	$11,490,172 â–²	12.0%	911,922	0.7%	Technology
ABBV AbbVie	$102,060,151	$11,112,422 â–²	12.2%	405,580	0.7%	Healthcare
MA Mastercard	$95,867,549	$9,234,528 â–²	10.7%	186,658	0.6%	Finance
INDA iShares MSCI India ETF	$94,520,557	$1,333,530 â–¼	-1.4%	1,913,759	0.6%	ETF
COST Costco Wholesale	$91,449,676	$11,026,385 â–²	13.7%	97,758	0.6%	Consumer Staples
KLAC KLA	$91,083,232	$82,715,305 â–²	988.5%	301,890	0.6%	Technology
GE GE Aerospace	$90,008,759	$7,721,635 â–²	9.4%	240,839	0.6%	Industrials
BAC Bank of America	$87,604,756	$7,816,516 â–²	9.8%	1,537,465	0.6%	Finance
UNH UnitedHealth Group	$86,262,760	$9,580,272 â–²	12.5%	207,547	0.6%	Healthcare
HD Home Depot	$79,359,701	$8,005,483 â–²	11.2%	225,019	0.5%	Consumer Discretionary
PG Procter & Gamble	$78,603,732	$8,524,623 â–²	12.2%	536,032	0.5%	Consumer Staples
MRK Merck & Co., Inc.	$73,403,698	$6,252,296 â–²	9.3%	571,235	0.5%	Healthcare
KO CocaCola	$72,677,811	$4,453,433 â–²	6.5%	894,276	0.5%	Consumer Staples
GE VERNOVA INC	$71,238,811	$6,702,576 â–²	10.4%	60,636	0.5%	COM
CVX Chevron	$68,702,381	$6,903,075 â–²	11.2%	414,469	0.5%	Energy
NFLX Netflix	$68,451,894	$6,782,500 â–²	11.0%	958,710	0.5%	Communication Services
GS The Goldman Sachs Group	$68,181,509	$5,935,731 â–²	9.5%	67,415	0.5%	Finance
WELL Welltower	$63,582,695	$6,343,131 â–²	11.1%	280,137	0.4%	Real Estate
PANW Palo Alto Networks	$63,522,818	$7,176,425 â–²	12.7%	186,273	0.4%	Technology
TXN Texas Instruments	$62,149,980	$5,709,829 â–²	10.1%	208,508	0.4%	Technology
IBM International Business Machines	$60,473,367	$7,673,940 â–²	14.5%	215,047	0.4%	Technology
MRVL Marvell Technology	$59,003,072	$3,466,546 â–²	6.2%	198,070	0.4%	Technology
ORCL Oracle	$58,136,532	$6,283,917 â–²	12.1%	396,701	0.4%	Technology
PALANTIR TECHNOLOGIES INC	$56,963,544	$2,678,860 â–²	4.9%	488,245	0.4%	CL A
MS Morgan Stanley	$56,820,417	$5,645,125 â–²	11.0%	271,816	0.4%	Finance
WFC Wells Fargo & Company	$56,653,108	$5,493,742 â–²	10.7%	685,541	0.4%	Finance
LINDE PLC	$54,270,226	$54,270,226 â–²	New Holding	104,579	0.4%	SHS
C Citigroup	$53,952,061	$3,144,761 â–²	6.2%	385,482	0.4%	Finance
NEE NextEra Energy	$51,867,067	$5,829,069 â–²	12.7%	590,943	0.3%	Utilities
WDC Western Digital	$51,370,333	$4,897,066 â–²	10.5%	80,427	0.3%	Technology
PLD Prologis	$49,177,100	$3,340,555 â–²	7.3%	363,011	0.3%	Real Estate
APH Amphenol	$49,147,966	$6,487,694 â–²	15.2%	278,743	0.3%	Technology
PM Philip Morris International	$48,611,241	$6,387,751 â–²	15.1%	268,704	0.3%	Consumer Staples
STX Seagate Technology	$48,577,135	$4,097,390 â–²	9.2%	50,339	0.3%	Technology
UNP Union Pacific	$46,674,656	$3,248,768 â–²	7.5%	171,598	0.3%	Industrials
GLW Corning	$46,656,588	$4,393,396 â–²	10.4%	182,659	0.3%	Technology
QCOM Qualcomm	$45,208,689	$2,417,053 â–²	5.6%	244,649	0.3%	Technology
ADI Analog Devices	$44,577,566	$3,310,412 â–²	8.0%	112,238	0.3%	Technology
AMGN Amgen	$44,469,784	$4,707,560 â–²	11.8%	122,804	0.3%	Healthcare
CRWD CrowdStrike	$43,783,631	$5,164,168 â–²	13.4%	57,373	0.3%	Technology
MCD McDonald's	$42,512,735	$4,594,459 â–²	12.1%	157,274	0.3%	Consumer Discretionary
TMO Thermo Fisher Scientific	$42,313,280	$4,899,290 â–²	13.1%	84,397	0.3%	Healthcare
PEP PepsiCo	$42,131,606	$5,149,127 â–²	13.9%	311,164	0.3%	Consumer Staples
VZ Verizon Communications	$41,920,199	$1,736,744 â–²	4.3%	990,085	0.3%	Communication Services
ARISTA NETWORKS INC	$41,889,520	$3,842,855 â–²	10.1%	246,583	0.3%	COM SHS
EQIX Equinix	$41,646,608	$924,600 â–²	2.3%	39,953	0.3%	Real Estate
AXP American Express	$41,181,599	$3,876,683 â–²	10.4%	121,749	0.3%	Finance
DIS Walt Disney	$38,915,511	$4,362,724 â–²	12.6%	404,317	0.3%	Communication Services
TJX TJX Companies	$38,058,315	$5,051,465 â–²	15.3%	251,210	0.3%	Consumer Discretionary
ABT Abbott Laboratories	$37,056,129	$2,656,504 â–²	7.7%	408,377	0.2%	Healthcare
GILD Gilead Sciences	$36,372,528	$3,235,441 â–²	9.8%	287,894	0.2%	Healthcare
DE Deere & Company	$35,278,263	$2,456,126 â–²	7.5%	55,615	0.2%	Industrials
SCHW Charles Schwab	$34,828,696	$3,126,938 â–²	9.9%	377,465	0.2%	Finance
T AT&T	$33,531,495	$2,726,335 â–²	8.9%	1,619,879	0.2%	Communication Services
ISRG Intuitive Surgical	$33,419,039	$3,136,104 â–²	10.4%	84,035	0.2%	Healthcare
BKNG Booking	$32,565,517	$31,363,823 â–²	2,610.0%	182,706	0.2%	Consumer Discretionary
PFE Pfizer	$32,142,875	$2,536,997 â–²	8.6%	1,334,837	0.2%	Healthcare
COP ConocoPhillips	$31,932,146	$2,696,722 â–²	9.2%	307,158	0.2%	Energy
BLACKROCK INC	$31,793,020	$4,188,555 â–²	15.2%	33,064	0.2%	COM
SO Southern	$31,748,443	$3,143,021 â–²	11.0%	331,715	0.2%	Utilities
DELL Dell Technologies	$30,388,591	$857,742 â–²	2.9%	70,432	0.2%	Technology
DUK Duke Energy	$29,969,207	$1,556,934 â–²	5.5%	236,761	0.2%	Utilities
CVS CVS Health	$29,424,594	$3,900,893 â–²	15.3%	284,433	0.2%	Healthcare
LOW Lowe's Companies	$29,387,348	$2,045,706 â–²	7.5%	133,282	0.2%	Consumer Discretionary
UBER Uber Technologies	$29,283,755	$498,986 â–²	1.7%	405,817	0.2%	Industrials
CRM Salesforce	$29,186,541	$1,192,653 â–¼	-3.9%	186,305	0.2%	Technology
SPG Simon Property Group	$28,773,914	$1,658,812 â–²	6.1%	128,656	0.2%	Real Estate
SPGI S&P Global	$28,773,326	$2,010,235 â–²	7.5%	70,651	0.2%	Finance
VRTX Vertex Pharmaceuticals	$28,667,778	$3,299,777 â–²	13.0%	57,713	0.2%	Healthcare
RTX RTX	$28,550,760	$3,020,122 â–²	11.8%	150,481	0.2%	Industrials
PGR Progressive	$28,455,297	$2,910,846 â–²	11.4%	130,260	0.2%	Finance
DHR Danaher	$28,318,852	$2,582,147 â–²	10.0%	148,671	0.2%	Healthcare
COF Capital One Financial	$28,230,444	$320,390 â–²	1.1%	140,716	0.2%	Finance
WMB Williams Companies	$27,762,570	$3,249,699 â–²	13.3%	373,454	0.2%	Energy
PH Parker-Hannifin	$27,755,133	$3,515,363 â–²	14.5%	28,376	0.2%	Industrials
CB Chubb	$27,629,584	$1,241,316 â–²	4.7%	81,087	0.2%	Finance
VRT Vertiv	$27,319,638	$3,207,241 â–²	13.3%	81,595	0.2%	Industrials
BMY Bristol Myers Squibb	$27,264,862	$2,715,688 â–²	11.1%	473,184	0.2%	Healthcare

Showing largest 100 holdings. View all holdings.

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Ifm Investors Pty Ltd Top Holdings and 13F Report (2026)

About Ifm Investors Pty Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Ifm Investors Pty Ltd Top Holdings and 13F Report (2026)

About Ifm Investors Pty Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIfm Investors Pty Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools