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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 4 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DECK DECKERS OUTDOOR CORP Consumer Cyclical 135,745.0 $13.6M 0.17% +7K +5.3% $100.09 +2.5%
62 GEV GE VERNOVA INC Utilities 15,551.0 $13.6M 0.17% +2K +18.5% $872.90 +19.6%
63 AEE AMEREN CORP Utilities 121,137.0 $13.3M 0.17% +69K +133.9% $109.92 -0.1%
64 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 22,269.0 $13.2M 0.17% +2K +12.1% $592.98 -4.9%
65 CHRW C H ROBINSON WORLDWIDE IN Industrials 76,224.0 $12.7M 0.16% +11K +17.2% $166.07 +7.3%
66 RL RALPH LAUREN CORP Consumer Cyclical 36,486.0 $12.6M 0.16% +3K +9.1% $343.99 -4.3%
67 RTX RTX CORPORATION Industrials 63,316.0 $12.2M 0.15% +6K +9.7% $192.90 -9.4%
68 LKQ LKQ CORP Consumer Cyclical 404,022.0 $11.9M 0.15% +266K +192.9% $29.37 -8.5%
69 NYT NEW YORK TIMES CO MTN BE Communication Services 140,230.0 $11.7M 0.15% +22K +18.9% $83.73 -11.3%
70 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 61,883.0 $11.7M 0.15% +13K +26.7% $189.05 +26.6%
71 CTRA COTERRA ENERGY INC Energy 332,525.0 $11.7M 0.15% +5K +1.5% $35.14 -7.3%
72 KVUE KENVUE INC Consumer Defensive 643,141.0 $11.1M 0.14% +72K +12.7% $17.24 +1.3%
73 CNP CENTERPOINT ENERGY INC Utilities 251,882.0 $10.9M 0.14% +47K +22.8% $43.16 -1.6%
74 STT STATE STR CORP Financial Services 85,775.0 $10.9M 0.14% +13K +18.3% $126.56 +21.7%
75 VTRS VIATRIS INC Healthcare 792,757.0 $10.7M 0.14% +98K +14.2% $13.51 +22.8%
76 MELI MERCADOLIBRE INC Consumer Cyclical 6,095.0 $10.5M 0.13% +532.0 +9.6% $1729.02 -3.0%
77 BKR BAKER HUGHES COMPANY Energy 162,671.0 $9.9M 0.13% +5K +3.1% $61.05 +7.8%
78 GAP GAP INC Consumer Cyclical 410,346.0 $9.9M 0.13% +69K +20.3% $24.20 -4.3%
79 MCD MCDONALDS CORP Consumer Cyclical 31,884.0 $9.9M 0.13% +2K +7.3% $310.79 -8.6%
80 DVN DEVON ENERGY CORP NEW Energy 194,773.0 $9.8M 0.12% +26K +15.6% $50.32 -6.4%
Page 4 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%