Fund Holdings — IFM Investors Pty Ltd

Total Portfolio Value
$11.99B
Total Bought
$11.28B
Total Sold
$641.58M
Net Transaction
+$10.63B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)4,827,2075,005,906+178,699900873,0307.28%+872,130
APPLE INC(AAPL)2,924,4903,022,506+98,016795767,0826.40%+766,287
MICROSOFT CORP(MSFT)1,399,2311,452,610+53,379677537,7134.48%+537,036
AMAZON COM INC(AMZN)1,855,1631,916,368+61,205428399,1223.33%+398,694
ALPHABET INC(GOOG)1,119,8141,174,761+54,947351337,8142.82%+337,464
ALPHABET INC(GOOG)996,5581,021,180+24,622313292,9362.44%+292,623
BROADCOM INC(AVGO)891,183928,103+36,920308287,2572.40%+286,949
META PLATFORMS INC(META)421,916440,590+18,674279252,0752.10%+251,796
TESLA INC(TSLA)560,384583,146+22,762252216,7851.81%+216,533
JPMORGAN CHASE & CO(JPM)528,882544,830+15,948170160,2671.34%+160,097
ELI LILLY & CO(LLY)159,239164,685+5,446171151,4721.26%+151,301
EXXON MOBIL CORP798,763832,489+33,72696141,2401.18%+141,144
BERKSHIRE HATHAWAY INC DEL256,449265,397+8,948129127,1781.06%+127,049
JOHNSON & JOHNSON(JNJ)489,545505,534+15,989101123,5731.03%+123,471
WALMART INC(WMT)827,226853,399+26,17392106,0600.88%+105,968
VISA INC(V)333,954344,496+10,542117104,1200.87%+104,003
ISHARES TR
MSCI INDIA ETF
1,930,0591,940,759+10,70010490,9050.76%+90,801
COSTCO WHOLESALE CORPORATION(COST)84,12985,971+1,8427385,6640.71%+85,592
MASTERCARD INCORPORATED(MA)164,294168,678+4,3849484,2820.70%+84,188
NETFLIX INC.(NFLX)826,436863,717+37,2817783,0460.69%+82,969
ABBVIE INC(ABBV)349,411361,420+12,0098078,6050.66%+78,525
MICRON TECHNOLOGY INC(MU)223,760232,573+8,8136478,5720.66%+78,509
CHEVRON CORPORATION(CVX)359,343372,824+13,4815577,1370.64%+77,083
ALLEGION PLC(ALLE)16,808355,233+338,425371,2190.59%+71,217
PROCTER & GAMBLE CO(PG)468,790477,899+9,1096769,0280.58%+68,961
BANK AMERICA CORP1,382,0631,400,285+18,2227668,2640.57%+68,188
PALANTIR TECHNOLOGIES INC(PLTR)441,330465,284+23,9547868,0620.57%+67,983
CATERPILLAR INC(CAT)91,88795,156+3,2695367,4140.56%+67,362
HOME DEPOT INC(HD)195,462202,320+6,8586766,5410.55%+66,474
COCA COLA CO(KO)811,383839,478+28,0955763,8420.53%+63,786
CISCO SYS INC(CSCO)785,118814,100+28,9826063,1660.53%+63,106
MERCK & CO INC(MRK)509,829522,579+12,7505462,8610.52%+62,807
GE AEROSPACE(GE)209,393220,178+10,7856462,4800.52%+62,415
APPLIED MATLS INC160,660166,069+5,4094156,7610.47%+56,719
LAM RESEARCH CORP(LRCX)254,779262,773+7,9944456,1440.47%+56,100
GOLDMAN SACHS GROUP INC(GS)58,66361,546+2,8835252,0670.43%+52,016
ORACLE CORP(ORCL)336,102353,822+17,7206652,0510.43%+51,985
UNITEDHEALTH GROUP INC(UNH)178,365184,497+6,1325949,9230.42%+49,864
WELLTOWER INC(WELL)241,967252,190+10,2234549,8600.42%+49,816
WELLS FARGO & CO(WFC)605,896619,063+13,1675649,2840.41%+49,227
NEXTERA ENERGY INC(NEE)531,082524,530-6,5524348,7180.41%+48,676
GE VERNOVA INC(GEV)53,14554,931+1,7863547,9490.40%+47,915
VERIZON COMMUNICATIONS INC(VZ)914,258949,066+34,8083747,6430.40%+47,606
LINDE PLC(LIN)094,884+94,884047,0400.39%+47,040
INTERNATIONAL BUSINESS MACHS(IBM)180,467187,758+7,2915345,5110.38%+45,457
PROLOGIS INC.(PLD)328,900338,352+9,4524244,7230.37%+44,681
MCDONALDS CORP(MCD)136,018140,277+4,2594243,5970.36%+43,555
AT&T INC(T)1,413,4881,488,172+74,6843543,1420.36%+43,107
PEPSICO INC(PEP)260,663273,135+12,4723742,4150.35%+42,378
CITIGROUP INC(C)361,614363,013+1,3994241,1690.34%+41,127
KLA CORP(KLAC)27,12927,735+6063340,8370.34%+40,804
INTEL CORP(INTC)881,085923,532+42,4473340,7550.34%+40,723
MORGAN STANLEY(MS)233,605244,811+11,2064140,2890.34%+40,247
ABBOTT LABORATORIES363,380379,101+15,7214638,9220.32%+38,877
UNION PAC CORP(UNP)150,031159,654+9,6233538,7350.32%+38,701
AMGEN INC(AMGN)106,753109,804+3,0513538,6350.32%+38,600
PHILIP MORRIS INTL INC(PM)224,541233,395+8,8543638,5900.32%+38,554
EQUINIX INC(EQIX)38,19839,066+8682938,2940.32%+38,265
CONOCOPHILLIPS(COP)263,848281,218+17,3702537,1210.31%+37,096
TEXAS INSTRS INC(TXN)184,063189,352+5,2893236,7610.31%+36,729
THERMO FISHER SCIENTIFIC INC(TMO)72,55474,625+2,0714236,6800.31%+36,638
GILEAD SCIENCES INC(GILD)255,864262,285+6,4213136,5550.30%+36,523
SALESFORCE INC(CRM)190,285193,918+3,6335036,1990.30%+36,148
INTUITIVE SURGICAL INC74,15376,149+1,9964235,1040.29%+35,062
TJX COS INC NEW(TJX)211,148217,867+6,7193234,7930.29%+34,761
DISNEY WALT CO(DIS)352,057358,990+6,9334034,5990.29%+34,559
PFIZER INC(PFE)1,174,7591,229,480+54,7212934,5240.29%+34,495
AMERICAN EXPRESS CO(AXP)107,668110,288+2,6204033,3600.28%+33,320
ANALOG DEVICES INC(ADI)100,667103,903+3,2362733,0560.28%+33,028
SCHWAB CHARLES CORP(SCHW)336,735343,576+6,8413432,2890.27%+32,256
AMPHENOL CORP233,585241,948+8,3633230,5700.25%+30,539
QUALCOMM INC(QCOM)224,126231,569+7,4433829,8210.25%+29,783
DUKE ENERGY CORP NEW(DUK)187,425224,461+37,0362229,3910.25%+29,369
LOWES COS INC(LOW)120,271124,004+3,7332929,3000.24%+29,271
DEERE & CO(DE)49,72451,743+2,0192329,1470.24%+29,124
SOUTHERN CO(SO)262,122298,876+36,7542328,8480.24%+28,825
UBER TECHNOLOGIES INC(UBER)382,524398,902+16,3783128,6930.24%+28,662
BOOKING HOLDINGS INC(BKNG)06,742+6,742028,3860.24%+28,386
S&P GLOBAL INC(SPGI)62,47765,715+3,2383327,9510.23%+27,919
BLACKROCK INC(BLK)27,73928,708+9693027,6090.23%+27,579
ARISTA NETWORKS INC(ANET)214,844223,962+9,1182827,4980.23%+27,470
AERCAP HOLDINGS NV(AER)34,492124,143+89,651526,7760.22%+26,771
PALO ALTO NETWORKS INC(PANW)136,056165,229+29,1732526,4900.22%+26,464
ACCENTURE PLC IRELAND
SHS CLASS A
125,889132,531+6,6423426,2800.22%+26,246
INTUIT(INTU)58,59360,733+2,1403926,2600.22%+26,221
RTX CORPORATION(RTX)126,619134,563+7,9442325,9570.22%+25,934
BRISTOL-MYERS SQUIBB CO(BMY)421,486426,053+4,5672325,8400.22%+25,817
MEDTRONIC PLC(MDT)284,082296,199+12,1172725,6660.21%+25,638
DANAHER CORP DEL(DHR)129,510135,115+5,6053025,6180.21%+25,588
CAPITAL ONE FINL CORP(COF)134,452139,119+4,6673325,3790.21%+25,347
CHUBB LTD SWITZ
COM
75,51377,444+1,9312425,2410.21%+25,218
SERVICENOW INC(NOW)226,169234,556+8,3873524,5230.20%+24,488
NEWMONT CORP(NEM)214,474224,342+9,8682124,2850.20%+24,264
WILLIAMS COS INC(WMB)318,229329,740+11,5111923,9980.20%+23,979
STRYKER CORPORATION(SYK)68,74471,506+2,7622423,4960.20%+23,472
PROGRESSIVE CORP(PGR)112,928116,935+4,0072623,1810.19%+23,155
DIGITAL RLTY TR INC(DLR)124,220127,397+3,1771922,9580.19%+22,939
VERTEX PHARMACEUTICALS INC(VRTX)49,78051,070+1,2902322,8050.19%+22,782
COMCAST CORP NEW(CCZ)778,542789,196+10,6542322,6580.19%+22,635
SIMON PPTY GROUP INC NEW(SPG)117,514121,239+3,7252222,6150.19%+22,593
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IFM Investors Pty Ltd — 13F Holdings — Q1 2026 | TickerTrail