Ifm Investors Pty Ltd Top Holdings and 13F Report (2025) About Ifm Investors Pty LtdInvestment ActivityIfm Investors Pty Ltd has $10.50 billion in total holdings as of June 30, 2025.Ifm Investors Pty Ltd owns shares of 617 different stocks, but just 161 companies or ETFs make up 80% of its holdings.Approximately 4.26% of the portfolio was purchased this quarter.About 1.11% of the portfolio was sold this quarter.This quarter, Ifm Investors Pty Ltd has purchased 654 new stocks and bought additional shares in 436 stocks.Ifm Investors Pty Ltd sold shares of 165 stocks and completely divested from 38 stocks this quarter.Largest Holdings NVIDIA $756,913,975Microsoft $687,591,729Apple $601,662,666Amazon.com $402,346,561Meta Platforms $311,945,620 Largest New Holdings this Quarter 750940108 - RALLIANT CORP $775,113 Holding Largest Purchases this Quarter NVIDIA 160,912 shares (about $25.42M)Microsoft 50,691 shares (about $25.21M)Apple 105,632 shares (about $21.67M)Amazon.com 86,792 shares (about $19.04M)O'Reilly Automotive 155,272 shares (about $13.99M) Largest Sales this Quarter Prologis 32,956 shares (about $3.46M)Host Hotels & Resorts 170,579 shares (about $2.62M)Altria Group 40,245 shares (about $2.36M)Equinix 2,610 shares (about $2.08M)Welltower 10,675 shares (about $1.64M) 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$756,913,975$25,422,487 ▲3.5%4,790,8987.2%Computer and TechnologyMSFTMicrosoft$687,591,729$25,214,210 ▲3.8%1,382,3446.5%Computer and TechnologyAAPLApple$601,662,666$21,672,517 ▲3.7%2,932,5085.7%Computer and TechnologyAMZNAmazon.com$402,346,561$19,041,297 ▲5.0%1,833,9333.8%Retail/WholesaleMETAMeta Platforms$311,945,620$13,341,715 ▲4.5%422,6393.0%Computer and TechnologyAVGOBroadcom$241,742,845$9,441,288 ▲4.1%876,9922.3%Computer and TechnologyGOOGLAlphabet$195,016,118$8,936,623 ▲4.8%1,106,6001.9%Computer and TechnologyTSLATesla$180,356,548$7,176,575 ▲4.1%567,7661.7%Auto/Tires/TrucksGOOGAlphabet$177,950,907$3,638,624 ▲2.1%1,003,1621.7%Computer and TechnologyJPMJPMorgan Chase & Co.$155,427,419$3,755,784 ▲2.5%536,1231.5%FinanceLLYEli Lilly and Company$123,377,772$4,655,353 ▲3.9%158,2721.2%MedicalBRK.BBerkshire Hathaway$121,476,018$4,934,452 ▲4.2%250,0691.2%FinanceVVisa$119,540,719$3,585,650 ▲3.1%336,6871.1%Business ServicesNFLXNetflix$110,999,147$4,605,268 ▲4.3%82,8891.1%Consumer DiscretionaryMAMastercard$90,117,194$2,616,393 ▲3.0%160,3680.9%Business ServicesXOMExxon Mobil$86,603,825$2,514,866 ▲3.0%803,3750.8%EnergyCOSTCostco Wholesale$82,562,976$2,467,920 ▲3.1%83,4020.8%Retail/WholesaleWMTWalmart$81,089,932$3,065,110 ▲3.9%829,3100.8%Retail/WholesalePGProcter & Gamble$74,404,193$2,288,472 ▲3.2%467,0110.7%Consumer StaplesJNJJohnson & Johnson$72,461,087$2,616,760 ▲3.7%474,3770.7%MedicalORCLOracle$71,302,676$2,522,116 ▲3.7%326,1340.7%Computer and TechnologyHDHome Depot$71,125,960$3,417,451 ▲5.0%193,9940.7%Retail/WholesaleBACBank of America$66,383,146$5,357,286 ▲8.8%1,402,8560.6%FinanceABBVAbbVie$64,353,897$2,244,703 ▲3.6%346,6970.6%MedicalPALANTIR TECHNOLOGIES INC$56,284,892$4,075,695 ▲7.8%412,8880.5%CL AUNHUnitedHealth Group$56,127,459$1,446,293 ▲2.6%179,9130.5%MedicalKOCocaCola$55,255,679$1,284,678 ▲2.4%780,9990.5%Consumer StaplesCSCOCisco Systems$54,727,499$1,956,794 ▲3.7%788,8080.5%Computer and TechnologyIBMInternational Business Machines$53,040,355$1,847,976 ▲3.6%179,9320.5%Computer and TechnologyGEGE Aerospace$52,729,173$2,312,907 ▲4.6%204,8610.5%AerospaceCRMSalesforce$52,028,434$2,163,795 ▲4.3%190,7970.5%Computer and TechnologyWFCWells Fargo & Company$49,342,863$227,220 ▼-0.5%615,8620.5%FinanceABTAbbott Laboratories$46,073,251$1,753,033 ▲4.0%338,7490.4%MedicalAMDAdvanced Micro Devices$45,392,817$2,091,464 ▲4.8%319,8930.4%Computer and TechnologyINTUIntuit$45,240,680$1,720,972 ▲4.0%57,4390.4%Computer and TechnologyCVXChevron$44,316,732$234,116 ▼-0.5%309,4960.4%EnergyDISWalt Disney$43,276,762$1,985,524 ▲4.8%348,9780.4%Consumer DiscretionaryNOWServiceNow$43,188,613$1,840,263 ▲4.5%42,0090.4%Computer and TechnologyGSThe Goldman Sachs Group$42,687,941$917,952 ▲2.2%60,3150.4%FinanceTAT&T$41,512,346$1,796,045 ▲4.5%1,434,4280.4%Computer and TechnologyPMPhilip Morris International$40,616,265$1,034,498 ▼-2.5%223,0070.4%Consumer StaplesMRKMerck & Co., Inc.$39,933,449$1,534,121 ▲4.0%504,4650.4%MedicalISRGIntuitive Surgical$39,513,515$2,082,347 ▲5.6%72,7140.4%MedicalMCDMcDonald's$39,418,116$1,414,979 ▲3.7%134,9150.4%Retail/WholesaleBKNGBooking$38,926,850$202,623 ▼-0.5%6,7240.4%Retail/WholesaleTXNTexas Instruments$38,111,558$1,134,020 ▲3.1%183,5640.4%Computer and TechnologyVZVerizon Communications$36,807,150$1,052,889 ▲2.9%850,6390.4%Computer and TechnologyCATCaterpillar$36,056,168$659,181 ▲1.9%92,8780.3%IndustrialsNEENextEra Energy$35,978,165$1,203,118 ▲3.5%518,2680.3%UtilitiesQCOMQUALCOMM$35,520,395$1,251,465 ▲3.7%223,0340.3%Computer and TechnologyWELLWelltower$35,414,319$1,641,068 ▼-4.4%230,3670.3%FinancePEPPepsiCo$34,952,837$1,641,917 ▲4.9%264,7140.3%Consumer StaplesAXPAmerican Express$34,395,294$45,295 ▼-0.1%107,8290.3%FinancePLDPrologis$34,160,846$3,464,335 ▼-9.2%324,9700.3%FinanceUNPUnion Pacific$33,861,794$141,959 ▲0.4%147,1740.3%TransportationUBERUber Technologies$33,702,666$1,382,519 ▲4.3%361,2290.3%Computer and TechnologyADBEAdobe$33,580,410$519,967 ▲1.6%86,7980.3%Computer and TechnologyMSMorgan Stanley$33,445,094$1,563,264 ▲4.9%237,4350.3%FinanceBSXBoston Scientific$32,654,466$2,113,077 ▲6.9%304,0170.3%MedicalSPGIS&P Global$31,876,262$1,170,584 ▲3.8%60,4530.3%FinanceCCitigroup$31,395,746$1,201,639 ▲4.0%368,8410.3%Financial ServicesSCHWCharles Schwab$30,392,865$1,346,976 ▲4.6%333,1090.3%FinancePGRProgressive$30,236,572$1,322,825 ▲4.6%113,3050.3%FinanceAMGNAmgen$29,718,554$1,132,197 ▲4.0%106,4380.3%MedicalAMATApplied Materials$29,427,953$398,360 ▲1.4%160,7470.3%Computer and TechnologyTMOThermo Fisher Scientific$29,393,823$1,206,649 ▲4.3%72,4950.3%MedicalBLACKROCK INC$29,299,257$1,475,246 ▲5.3%27,9240.3%COMEQIXEquinix$28,462,712$2,076,177 ▼-6.8%35,7810.3%FinanceGILDGilead Sciences$28,456,338$292,142 ▲1.0%256,6640.3%MedicalCOFCapital One Financial$27,926,027$10,982,246 ▲64.8%131,2560.3%FinanceCMCSAComcast$27,689,480$13,134 ▲0.0%775,8330.3%Consumer DiscretionaryGE VERNOVA INC$27,490,930$1,783,765 ▲6.9%51,9530.3%COMSYKStryker$27,479,273$1,559,573 ▲6.0%69,4570.3%MedicalPFEPfizer$27,321,946$1,000,215 ▲3.8%1,127,1430.3%MedicalMUMicron Technology$27,178,104$1,510,306 ▲5.9%220,5120.3%Computer and TechnologyPANWPalo Alto Networks$27,071,621$1,685,210 ▲6.6%132,2890.3%Computer and TechnologyTJXTJX Companies$26,001,437$1,133,144 ▲4.6%210,5550.2%Retail/WholesaleDHRDanaher$25,575,306$170,477 ▼-0.7%129,4690.2%MedicalAMTAmerican Tower$25,567,373$1,090,071 ▲4.5%115,6790.2%FinanceLOWLowe's Companies$25,522,150$1,257,115 ▲5.2%115,0320.2%Retail/WholesaleDEDeere & Company$25,079,744$443,912 ▲1.8%49,3220.2%IndustrialsLAM RESEARCH CORP$24,874,750$632,223 ▲2.6%255,5450.2%COM NEWCRWDCrowdStrike$24,605,275$842,908 ▲3.5%48,3110.2%Computer and TechnologyKLACKLA$24,492,219$829,455 ▲3.5%27,3430.2%Computer and TechnologyADPAutomatic Data Processing$23,832,227$717,338 ▲3.1%77,2770.2%Computer and TechnologySOSouthern$23,707,659$1,541,458 ▲7.0%258,1690.2%UtilitiesMELIMercadoLibre$23,535,738$1,108,179 ▲4.9%9,0050.2%Retail/WholesaleADIAnalog Devices$23,262,647$1,199,859 ▲5.4%97,7340.2%Computer and TechnologyCOPConocoPhillips$23,163,779$986,332 ▲4.4%258,1210.2%EnergyAPHAmphenol$22,424,940$1,499,223 ▲7.2%227,0880.2%Computer and TechnologyVRTXVertex Pharmaceuticals$22,401,128$792,901 ▲3.7%50,3170.2%MedicalTMUST-Mobile US$21,778,394$1,409,784 ▼-6.1%91,4060.2%Computer and TechnologyDUKDuke Energy$21,753,064$1,713,596 ▲8.6%184,3480.2%UtilitiesARISTA NETWORKS INC$21,311,889$501,524 ▲2.4%208,3070.2%COM SHSDLRDigital Realty Trust$20,666,996$1,324,211 ▼-6.0%118,5510.2%FinanceBXBlackstone$20,617,359$1,453,170 ▲7.6%137,8350.2%FinanceMMCMarsh & McLennan Companies$20,493,346$1,219,355 ▲6.3%93,7310.2%FinanceWMBWilliams Companies$19,944,059$961,244 ▲5.1%317,5300.2%EnergyICEIntercontinental Exchange$19,902,275$908,360 ▲4.8%108,4770.2%FinanceSBUXStarbucks$19,741,042$1,123,659 ▲6.0%215,4430.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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