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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 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 DAL DELTA AIR LINES INC DEL Industrials 6,542 $454K 0.01% SOLD
62 SAIC SCIENCE APPLICATIONS INTL CO Technology 4,489 $452K 0.01% SOLD
63 JHG JANUS HENDERSON GROUP PLC Financial Services 8,645 $411K 0.01% SOLD
64 SMR NUSCALE PWR CORP Utilities 27,375 $388K 0.01% SOLD
65 WSO WATSCO INC Industrials 1,122 $378K 0.01% SOLD
66 VNO VORNADO RLTY TR Real Estate 10,858 $361K 0.01% SOLD
67 CARS CARS COM INC Consumer Cyclical 27,880 $340K 0.00% SOLD
68 AESI ATLAS ENERGY SOLUTIONS INC Energy 34,754 $327K 0.00% SOLD
69 BDN BRANDYWINE RLTY TR Real Estate 109,242 $319K 0.00% SOLD
70 INN SUMMIT HOTEL PPTYS INC Real Estate 63,095 $307K 0.00% SOLD
71 SXC SUNCOKE ENERGY INC Energy 42,507 $306K 0.00% SOLD
72 GUESS INC 17,048 $286K 0.00% SOLD
73 AHRT ARMADA HOFFLER PPTYS INC Financial Services 42,753 $283K 0.00% SOLD
74 BLMN BLOOMIN BRANDS INC Consumer Cyclical 42,781 $264K 0.00% SOLD
75 KREF KKR REAL ESTATE FIN TR INC Real Estate 28,527 $234K 0.00% SOLD
76 ANGI ANGI INC Communication Services 16,072 $208K 0.00% SOLD
77 TWI TITAN INTL INC ILL Industrials 25,473 $199K 0.00% SOLD
78 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,080 $198K 0.00% SOLD
79 FG F&G ANNUITIES & LIFE INC Financial Services 3,808 $117K 0.00% SOLD
Page 4 of 4  ·  79 positions
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%