Ifm Investors 13F Holdings & Latest Moves

13F filer · Latest filing Oct 14, 2026 · SEC CIK 0001698246

Ifm Investors reported a 13F portfolio worth $11.99B as of Q1 2026. Latest 13F moves (filed Oct 14, 2026): 6 new positions, 28 added, 2 reduced, 4 sold out. Largest change by value: added $NVDA ($1.24B held).

13F value (Q1 2026)
$11.99B
New positions
6
Added / reduced
28 / 2
Sold out
4

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Added +146.49K (+2.77%) 5.43M $1.24B Read
$AAPL Added +108.63K (+3.24%) 3.47M $1.15B Read
$MSFT Added +51.03K (+3.16%) 1.67M $855.28M Read
$AMZN Added +64.50K (+2.96%) 2.24M $558.75M —
$GOOGL Added +63.29K (+4.85%) 1.37M $471.20M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$BX Reduced -87.15K (-54.39%) 73.08K $8.19M —
$HONA Reduced -42.83K (-55.74%) 34.02K $5.27M —
$PNR Sold out -55.93K — — Read
$IONQ Sold out -76.39K — — Read
$CSL Sold out -11.02K — — Read

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SNDK New +34.99K 34.99K $60.88M Read
$SUNB New +100.02K 100.02K $7.32M Read
$CCL New +292.82K 292.82K $7.19M Read
$ATI New +32.20K 32.20K $6.10M Read
$ROIV New +128.83K 128.83K $4.71M Read
$CRS New +11.34K 11.34K $4.41M Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$NVDA Added +146.49K (+2.77%) 5.43M $1.24B Read
$AAPL Added +108.63K (+3.24%) 3.47M $1.15B Read
$MSFT Added +51.03K (+3.16%) 1.67M $855.28M Read
$AMZN Added +64.50K (+2.96%) 2.24M $558.75M —
$GOOGL Added +63.29K (+4.85%) 1.37M $471.20M —
$GOOG Added +41.27K (+3.83%) 1.12M $381.08M —
$AVGO Added +39.92K (+3.88%) 1.07M $375.21M —
$META Added +15.06K (+3.04%) 510.03K $369.86M —
$MU Added +8.65K (+3.35%) 266.73K $284.09M —
$TSLA Added +32.04K (+4.97%) 676.39K $239.99M —
$AMD Added +12.10K (+3.24%) 385.32K $235.72M —
$LLY Added +5.68K (+3.10%) 189.07K $218.77M —
$JPM Added +13.04K (+2.16%) 615.69K $203.69M Read
$BRK.B Added +20.58K (+6.81%) 322.72K $160.70M —
$XOM Added +23.98K (+2.56%) 960.08K $156.25M Read
$JNJ Added +19.80K (+3.54%) 579.75K $153.48M —
$INTC Added +34.32K (+3.42%) 1.04M $124.88M Read
$WELL Added +33.78K (+12.06%) 313.92K $72.28M —
$CRWD Added +178.91K (+311.84%) 236.29K $62.56M Read
$PLD Added +44.79K (+12.34%) 407.80K $52.95M —
$NEE Added +53.08K (+8.98%) 644.02K $48.78M Read
$EQIX Added +3.73K (+9.33%) 43.68K $44.19M Read
$VLO Added +12.90K (+23.49%) 67.79K $26.28M —
$PSX Added +17.40K (+24.19%) 89.33K $22.81M Read
$SPCX Added +26.30K (+23.16%) 139.84K $21.10M Read
$PSA Added +13.34K (+22.08%) 73.75K $20.86M Read
$VMRK Added +191.27K (+144.88%) 323.29K $19.64M —
$HON Added +34.69K (+87%) 74.56K $15.73M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$BX Reduced -87.15K (-54.39%) 73.08K $8.19M —
$HONA Reduced -42.83K (-55.74%) 34.02K $5.27M —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$PNR Sold out -55.93K — — Read
$IONQ Sold out -76.39K — — Read
$CSL Sold out -11.02K — — Read
$AVY Sold out -22.16K — — Read

All tracked 13F moves by Ifm Investors

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$SUNB New +100.02K 100.02K $7.32M Read
$SNDK New +34.99K 34.99K $60.88M Read
$ROIV New +128.83K 128.83K $4.71M Read
$CRS New +11.34K 11.34K $4.41M Read
$CCL New +292.82K 292.82K $7.19M Read
$ATI New +32.20K 32.20K $6.10M Read
$PNR Sold out -55.93K — — Read
$IONQ Sold out -76.39K — — Read
$HONA Reduced -42.83K (-55.74%) 34.02K $5.27M —
$CSL Sold out -11.02K — — Read
$BX Reduced -87.15K (-54.39%) 73.08K $8.19M —
$AVY Sold out -22.16K — — Read
$WELL Added +33.78K (+12.06%) 313.92K $72.28M —
$VMRK Added +191.27K (+144.88%) 323.29K $19.64M —
$VLO Added +12.90K (+23.49%) 67.79K $26.28M —
$TSLA Added +32.04K (+4.97%) 676.39K $239.99M —
$SPCX Added +26.30K (+23.16%) 139.84K $21.10M Read
$PSA Added +13.34K (+22.08%) 73.75K $20.86M Read
$PLD Added +44.79K (+12.34%) 407.80K $52.95M —
$PSX Added +17.40K (+24.19%) 89.33K $22.81M Read
$NVDA Added +146.49K (+2.77%) 5.43M $1.24B Read
$NEE Added +53.08K (+8.98%) 644.02K $48.78M Read
$MSFT Added +51.03K (+3.16%) 1.67M $855.28M Read
$MU Added +8.65K (+3.35%) 266.73K $284.09M —
$META Added +15.06K (+3.04%) 510.03K $369.86M —
$JPM Added +13.04K (+2.16%) 615.69K $203.69M Read
$JNJ Added +19.80K (+3.54%) 579.75K $153.48M —
$INTC Added +34.32K (+3.42%) 1.04M $124.88M Read
$HON Added +34.69K (+87%) 74.56K $15.73M —
$XOM Added +23.98K (+2.56%) 960.08K $156.25M Read
$EQIX Added +3.73K (+9.33%) 43.68K $44.19M Read
$LLY Added +5.68K (+3.10%) 189.07K $218.77M —
$CRWD Added +178.91K (+311.84%) 236.29K $62.56M Read
$AVGO Added +39.92K (+3.88%) 1.07M $375.21M —
$BRK.B Added +20.58K (+6.81%) 322.72K $160.70M —
$AAPL Added +108.63K (+3.24%) 3.47M $1.15B Read
$AMZN Added +64.50K (+2.96%) 2.24M $558.75M —
$GOOGL Added +63.29K (+4.85%) 1.37M $471.20M —
$GOOG Added +41.27K (+3.83%) 1.12M $381.08M —
$AMD Added +12.10K (+3.24%) 385.32K $235.72M —
$NEE Reduced -6.55K (-1.23%) 524.53K $46.04M +1.8%-8.0% —
$HD Added +6.86K (+3.51%) 202.32K $71.35M -3.6%-7.5% —
$GS Added +2.88K (+4.91%) 61.55K $62.25M -0.3%+7.3% —
$KO Added +28.09K (+3.46%) 839.48K $68.22M +2.5%+5.0% —
$PANW Added +29.17K (+21.44%) 165.23K $54.86M +1.4%+43.8% —
$ORCL Added +17.72K (+5.27%) 353.82K $51.98M -0.8%+11.4% —
$NVDA Added +178.70K (+3.70%) 5.01M $991.62M -4.7%+3.2% —
$NFLX Added +37.28K (+4.51%) 863.72K $62.36M -0.4%-5.1% —
$MS Added +11.21K (+4.80%) 244.81K $51.18M +1.7%+7.9% —
$MSFT Added +53.38K (+3.81%) 1.45M $537.28M -2.4%-1.8% —
$MU Added +8.81K (+3.94%) 232.57K $268.46M +9.2%+80.4% —
$META Added +18.67K (+4.43%) 440.59K $248.18M -9.8%-9.3% —
$MRK Added +12.75K (+2.50%) 522.58K $67.15M +0.2%+7.0% —
$MCD Added +4.26K (+3.13%) 140.28K $39.81M -4.2%-6.7% —
$MA Added +4.38K (+2.67%) 168.68K $86.63M -1.7%-2.2% —
$MRVL Added +9.20K (+5.19%) 186.43K $51.78M +0.4%+26.7% —
$LRCX Added +7.99K (+3.14%) 262.77K $114.46M -4.1%+20.5% —
$JPM Added +15.95K (+3.02%) 544.83K $178.34M +1.4%-0.5% —
$JNJ Added +15.99K (+3.27%) 505.53K $128.39M -0.1%+1.8% —
$IBM Added +7.29K (+4.04%) 187.76K $52.50M +0.1%+8.9% —
$INTC Added +42.45K (+4.82%) 923.53K $129.91M +20.7%+49.6% —
$GEV Added +1.79K (+3.36%) 54.93K $62.03M -7.5%-6.9% —
$GE Added +10.79K (+5.15%) 220.18K $81.64M +0.7%+10.5% —
$EQIX Added +868 (+2.27%) 39.07K $42.39M -2.1%-2.3% —
$LLY Added +5.45K (+3.42%) 164.69K $202.55M +9.0%+20.7% —
$COST Added +1.84K (+2.19%) 85.97K $80.42M +0.2%-0.7% —
$GLW Added +11.26K (+7.30%) 165.46K $43.92M -10.0%+11.5% Read
$CSCO Added +28.98K (+3.69%) 814.10K $95.62M +3.2%+32.9% —
$CVX Added +13.48K (+3.75%) 372.82K $61.80M +2.9%+0.6% —
$CAT Added +3.27K (+3.56%) 95.16K $101.33M +7.1%+9.4% —
$AVGO Added +36.92K (+4.14%) 928.10K $348.60M -0.3%-0.2% —
$BRKB Added +8.95K (+3.49%) 265.40K $129.55M +0.8%+3.0% —
$BAC Added +18.22K (+1.32%) 1.40M $79.79M +2.3%+0.3% —
$ANET Added +9.12K (+4.24%) 223.96K $39.09M -2.4%-10.7% Read
$AMAT Added +5.41K (+3.37%) 166.07K $116.15M -6.7%+9.2% —
$AAPL Added +98.02K (+3.35%) 3.02M $867.67M +3.3%+13.9% —
$ADI Added +3.24K (+3.21%) 103.90K $41.27M -0.5%+5.1% —
$APH Added +8.36K (+3.58%) 241.95K $42.66M -5.0%-6.8% Read
$AMZN Added +61.20K (+3.30%) 1.92M $460.96M +1.6%+0.5% —
$GOOGL Added +54.95K (+4.91%) 1.17M $418.92M +12.0%+12.9% —
$GOOG Added +24.62K (+2.47%) 1.02M $360.82M +11.9%+12.4% —
$ALLE Added +338.43K (+2013.48%) 355.23K $49.92M —
$ABBV Added +12.01K (+3.44%) 361.42K $91.29M +4.0%+7.3% —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Ifm Investors holds or traded

Frequently asked questions

What did Ifm Investors buy and sell in its latest 13F?

It opened or added to $NVDA, $AAPL, $MSFT, $AMZN and $GOOGL; it cut or exited $BX, $HONA, $PNR, $IONQ and $CSL.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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