Ifm Investors Pty Ltd Top Holdings and 13F Report (2026) About Ifm Investors Pty LtdInvestment ActivityIfm Investors Pty Ltd has $15.97 billion in total holdings as of September 30, 2026.Ifm Investors Pty Ltd owns shares of 631 different stocks, but just 147 companies or ETFs make up 80% of its holdings.Approximately 6.09% of the portfolio was purchased this quarter.About 1.74% of the portfolio was sold this quarter.This quarter, Ifm Investors Pty Ltd has purchased 641 new stocks and bought additional shares in 494 stocks.Ifm Investors Pty Ltd sold shares of 119 stocks and completely divested from 25 stocks this quarter.Largest Holdings NVIDIA $1,240,167,575Apple $1,154,071,152Microsoft $855,283,318Amazon.com $558,750,268Alphabet $471,204,141 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $156,253,671 Holding80004C200 - SANDISK CORP $60,883,971 Holding30609A109 - ONEOK INC NEW $17,174,828 HoldingM8769Q102 - TEVA PHARMACEUTICAL INDS LTD $10,812,661 Holding866966104 - SUNBELT RENTALS HOLDINGS INC $7,322,537 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 960,084 shares (about $156.25M)SANDISK CORP 34,993 shares (about $60.88M)CrowdStrike 178,913 shares (about $47.37M)Apple 108,627 shares (about $36.17M)NVIDIA 146,489 shares (about $33.46M) Largest Sales this Quarter Blackstone 87,152 shares (about $9.77M)HONEYWELL AEROSPACE INC 42,833 shares (about $6.64M)ConocoPhillips 16,200 shares (about $2.03M)Gaming and Leisure Properties 39,813 shares (about $1.51M)WEC Energy Group 14,277 shares (about $1.44M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIfm Investors Pty Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$1,240,167,575$33,455,158 ▲2.8%5,430,2817.8%TechnologyAAPLApple$1,154,071,152$36,174,964 ▲3.2%3,465,4717.2%TechnologyMSFTMicrosoft$855,283,318$26,173,287 ▲3.2%1,667,5445.4%TechnologyAMZNAmazon.com$558,750,268$16,070,175 ▲3.0%2,242,6263.5%Consumer DiscretionaryGOOGLAlphabet$471,204,141$21,777,511 ▲4.8%1,369,4612.9%Communication ServicesGOOGAlphabet$381,081,572$14,064,044 ▲3.8%1,118,3942.4%Communication ServicesAVGOBroadcom$375,212,801$14,019,505 ▲3.9%1,068,4042.3%TechnologyMETAMeta Platforms$369,861,380$10,923,386 ▲3.0%510,0272.3%Communication ServicesMUMicron Technology$284,094,660$9,213,201 ▲3.4%266,7281.8%TechnologyTSLATesla$239,989,936$11,366,693 ▲5.0%676,3901.5%Consumer DiscretionaryAMDAdvanced Micro Devices$235,721,528$7,403,520 ▲3.2%385,3171.5%TechnologyLLYEli Lilly and Company$218,773,744$6,572,214 ▲3.1%189,0741.4%HealthcareJPMJPMorgan Chase & Co.$203,689,384$4,314,023 ▲2.2%615,6921.3%FinanceBRK.BBerkshire Hathaway$160,697,428$10,248,309 ▲6.8%322,7181.0%FinanceEXXONMOBIL HOLDINGS CORP$156,253,671$156,253,671 ▲New Holding960,0841.0%COM SHSJNJJohnson & Johnson$153,484,074$5,241,852 ▲3.5%579,7541.0%HealthcareVVisa$141,621,655$2,650,418 ▲1.9%394,1270.9%FinanceINTCIntel$124,883,382$4,126,775 ▲3.4%1,038,7040.8%TechnologyABBVAbbVie$109,461,812$3,366,140 ▲3.2%418,4480.7%HealthcareMAMastercard$105,584,446$2,648,159 ▲2.6%191,4600.7%FinanceWALMART INC$103,563,450$3,427,178 ▲3.4%996,5690.6%COMCSCOCisco Systems$101,465,169$3,315,004 ▲3.4%942,7220.6%TechnologyLAM RESEARCH CORP$97,827,978$3,470,380 ▲3.7%297,7930.6%COM NEWAMATApplied Materials$96,521,952$3,221,694 ▲3.5%188,7480.6%TechnologyPALANTIR TECHNOLOGIES INC$94,495,228$3,169,001 ▲3.5%505,1870.6%CL ACOSTCostco Wholesale$91,902,464$2,909,447 ▲3.3%100,9540.6%Consumer StaplesINDAiShares MSCI India ETF$90,051,275$717,005 ▲0.8%1,929,1190.6%ETFCATCaterpillar$86,815,339$1,621,580 ▲1.9%107,0750.5%IndustrialsMRKMerck & Co., Inc.$85,825,172$2,819,014 ▲3.4%590,6350.5%HealthcareCVXChevron$85,677,122$1,038,408 ▲1.2%419,5540.5%EnergyBACBank of America$83,735,275$51,055 ▲0.1%1,538,4030.5%FinancePGProcter & Gamble$80,547,881$2,673,152 ▲3.4%554,4320.5%Consumer StaplesUNHUnitedHealth Group$78,859,062$2,672,709 ▲3.5%214,8280.5%HealthcareKOCoca-Cola$77,452,718$473,440 ▲0.6%899,7760.5%Consumer StaplesGEGE Aerospace$76,972,927$1,761,316 ▲2.3%246,4790.5%IndustrialsPANWPalo Alto Networks$76,887,034$2,878,908 ▲3.9%193,5190.5%TechnologyWELLWelltower$72,276,250$7,777,507 ▲12.1%313,9170.5%Real EstateNFLXNetflix$68,287,551$1,580,510 ▲2.4%981,4250.4%Communication ServicesHDHome Depot$66,181,762$2,166,107 ▲3.4%232,6330.4%Consumer DiscretionaryGSThe Goldman Sachs Group$62,878,441$2,180,672 ▲3.6%69,8370.4%FinanceCRWDCrowdStrike$62,556,718$47,367,216 ▲311.8%236,2860.4%TechnologySANDISK CORP$60,883,971$60,883,971 ▲New Holding34,9930.4%COMTXNTexas Instruments$60,781,771$2,380,765 ▲4.1%217,0080.4%TechnologyKLACKLA$60,530,638$1,683,221 ▲2.9%310,5250.4%TechnologyGE VERNOVA INC$59,230,735$1,596,823 ▲2.8%62,3160.4%COMTMOThermo Fisher Scientific$58,970,343$1,998,148 ▲3.5%87,3570.4%HealthcareORCLOracle$56,121,787$1,654,740 ▲3.0%408,7530.4%TechnologyWFCWells Fargo & Company$55,830,152$952,595 ▲1.7%697,4410.3%FinanceAMGNAmgen$53,651,479$1,888,365 ▲3.6%127,2840.3%HealthcareMRVLMarvell Technology$53,472,141$1,140,066 ▲2.2%202,3850.3%TechnologyPMPhilip Morris International$53,296,789$2,022,692 ▲3.9%279,3040.3%Consumer StaplesPLDPrologis$52,948,752$5,815,404 ▲12.3%407,8000.3%Real EstateLINDE PLC$52,790,098$3,151,676 ▲6.3%111,2190.3%SHSMSMorgan Stanley$52,759,449$1,636,296 ▲3.2%280,5160.3%FinanceARISTA NETWORKS INC$51,746,674$1,544,841 ▲3.1%254,1710.3%COM SHSCCitigroup$51,301,789$1,389,579 ▲2.8%396,2140.3%FinanceUNPUnion Pacific$49,169,265$2,472,301 ▲5.3%180,6830.3%IndustrialsNEENextEra Energy$48,778,378$4,020,355 ▲9.0%644,0240.3%UtilitiesSTXSeagate Technology$48,512,317$2,082,644 ▲4.5%52,5970.3%TechnologyIBMInternational Business Machines$48,460,256$1,164,969 ▲2.5%220,3440.3%TechnologyAPHAmphenol$47,753,758$24,255,723 ▲103.2%566,4740.3%TechnologyVZVerizon Communications$47,282,108$1,866,909 ▲4.1%1,030,7850.3%Communication ServicesADIAnalog Devices$46,296,454$1,770,517 ▲4.0%116,7010.3%TechnologyQCOMQualcomm$46,177,292$1,152,090 ▲2.6%250,9090.3%TechnologyGILDGilead Sciences$44,715,000$1,804,399 ▲4.2%300,0000.3%HealthcareEQIXEquinix$44,185,814$3,770,159 ▲9.3%43,6800.3%Real EstateCRMSalesforce$43,924,087$1,154,048 ▲2.7%191,3320.3%TechnologyDISWalt Disney$43,126,278$713,425 ▲1.7%411,1180.3%Communication ServicesABTAbbott Laboratories$41,575,508$1,215,609 ▲3.0%420,6770.3%HealthcareTAT&T$41,159,604$1,634,556 ▲4.1%1,686,8690.3%Communication ServicesPFEPfizer$40,741,362$2,671,811 ▲7.0%1,428,5190.3%HealthcarePEPPepsiCo$40,329,654$898,952 ▲2.3%318,2580.3%Consumer StaplesDELLDell Technologies$38,445,135$556,240 ▲1.5%71,4660.2%TechnologyDEDeere & Company$38,261,561$913,308 ▲2.4%56,9750.2%IndustrialsAXPAmerican Express$38,191,615$1,167,744 ▲3.2%125,5890.2%FinanceSCHWCharles Schwab$37,946,284$1,052,855 ▲2.9%388,2370.2%FinanceWDCWestern Digital$37,329,344$778,490 ▲2.1%82,1400.2%TechnologyBLACKROCK INC$36,889,873$1,898,572 ▲5.4%34,8580.2%COMMCDMcDonald's$36,690,362$369,504 ▲1.0%158,8740.2%Consumer DiscretionaryCOPConocoPhillips$36,413,394$2,027,430 ▼-5.3%290,9580.2%EnergyISRGIntuitive Surgical$34,504,182$333,030 ▲1.0%84,8540.2%HealthcareDHRDanaher$34,148,388$1,210,328 ▲3.7%154,1340.2%HealthcareTJXTJX Companies$33,809,439$571,844 ▲1.7%255,5320.2%Consumer DiscretionaryNOWServiceNow$32,930,947$560,028 ▲1.7%245,7350.2%TechnologyVRTXVertex Pharmaceuticals$31,579,815$1,406,882 ▲4.7%60,4040.2%HealthcareBMYBristol Myers Squibb$31,163,870$1,637,189 ▲5.5%499,4210.2%HealthcareSOSouthern$30,450,222$2,954,365 ▲10.7%367,3570.2%UtilitiesBKNGBooking$29,819,046$54,412 ▲0.2%183,0400.2%Consumer DiscretionaryNEMNewmont$29,101,551$311,418 ▲1.1%252,3110.2%MaterialsGLWCorning$29,046,802$961,154 ▲3.4%188,9100.2%TechnologyDLRDigital Realty Trust$28,799,909$4,786,352 ▲19.9%164,0740.2%Real EstateSPGIS&P Global$28,713,471$843,771 ▲3.0%72,7900.2%FinanceDUKDuke Energy$28,601,689$1,608,567 ▲6.0%250,8700.2%UtilitiesUBERUber Technologies$28,573,534$771,012 ▲2.8%417,0710.2%IndustrialsSPGSimon Property Group$28,341,289$2,512,311 ▲9.7%141,1700.2%Real EstatePGRProgressive$28,066,872$1,062,671 ▲3.9%135,3860.2%FinanceMDTMedtronic$27,916,541$500,482 ▲1.8%323,5200.2%HealthcarePHParker-Hannifin$27,677,562$566,564 ▲2.1%28,9690.2%IndustrialsACNAccenture$27,621,023$1,338,601 ▲5.1%150,6300.2%TechnologyCOFCapital One Financial$27,554,178$386,140 ▲1.4%142,7160.2%FinanceShowing largest 100 holdings. 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