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Portfolio (Quarterly) Guide ↗

Illinois Municipal Retirement Fund

· CIK 0001541910
13F Portfolio $7.9B AUM 1,127 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New 548 Added 489 Reduced 79 Exited
Page 3 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADBE ADOBE INC Technology 73,216.0 $17.8M 0.23% +10K +15.7% $243.08 +0.4%
42 AXP AMERICAN EXPRESS CO Financial Services 55,881.0 $16.9M 0.21% +8K +16.1% $302.48 +2.4%
43 RS RELIANCE INC Basic Materials 54,369.0 $16.5M 0.21% +10K +23.2% $303.92 +19.2%
44 BIIB BIOGEN INC Healthcare 89,303.0 $16.4M 0.21% +8K +9.7% $183.33 +3.3%
45 UNH UNITEDHEALTH GROUP INC Healthcare 59,715.0 $16.2M 0.21% +3K +5.1% $270.59 +41.7%
46 TPR TAPESTRY INC Consumer Cyclical 114,384.0 $16.1M 0.20% +13K +12.9% $141.11 -3.8%
47 LH LABCORP HOLDINGS INC Healthcare 59,536.0 $15.9M 0.20% +8K +16.3% $266.81 -4.1%
48 HSY HERSHEY CO Consumer Defensive 76,220.0 $15.8M 0.20% +2K +3.1% $207.89 -8.4%
49 KLAC KLA CORP Technology 10,707.0 $15.8M 0.20% +2K +22.3% $1472.41 +25.1%
50 EXC EXELON CORP Utilities 319,407.0 $15.7M 0.20% +84K +35.9% $49.02 -7.5%
51 ITW ILLINOIS TOOL WKS INC Industrials 58,539.0 $15.2M 0.19% +3K +6.0% $260.29 -4.0%
52 USFD US FOODS HLDG CORP Consumer Defensive 164,754.0 $15.2M 0.19% +10K +6.4% $92.21 -12.0%
53 ACN ACCENTURE PLC IRELAND Technology 76,427.0 $15.2M 0.19% +2K +3.2% $198.29 -10.3%
54 CMCSA COMCAST CORP NEW Communication Services 522,747.0 $15.0M 0.19% +38K +7.9% $28.71 -12.6%
55 CASY CASEYS GEN STORES INC Consumer Cyclical 20,519.0 $14.9M 0.19% +2K +11.9% $727.86 +13.3%
56 FE FIRSTENERGY CORP Utilities 290,036.0 $14.7M 0.19% +78K +36.5% $50.66 -10.2%
57 AMD ADVANCED MICRO DEVICES INC Technology 70,438.0 $14.3M 0.18% +6K +10.1% $203.43 +121.0%
58 BBY BEST BUY INC Consumer Cyclical 220,743.0 $14.2M 0.18% +10K +4.7% $64.20 -4.8%
59 APA APA CORPORATION Energy 329,068.0 $14.0M 0.18% +111K +51.0% $42.44 -9.7%
60 MU MICRON TECHNOLOGY INC Technology 40,897.0 $13.8M 0.18% +8K +24.7% $337.84 +125.6%
Page 3 of 28  ·  548 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.8%
Financial Services 13.6%
Consumer Cyclical 12.3%
Healthcare 11.0%
Communication Services 9.4%
Consumer Defensive 8.7%
Industrials 8.1%
Energy 4.9%
Utilities 3.7%
Real Estate 1.8%