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Portfolio (Quarterly) Guide ↗

Illinois Municipal Retirement Fund

· CIK 0001541910
13F Portfolio $8.0B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1151 New
Page 15 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 78,219.0 $6.5M 0.08% NEW $82.88 -5.3%
282 ACI ALBERTSONS COS INC Consumer Defensive 375,817.0 $6.5M 0.08% NEW $17.17 -5.2%
283 FORTINET INC 80,701.0 $6.4M 0.08% NEW $79.41
284 HST HOST HOTELS & RESORTS INC Real Estate 359,216.0 $6.4M 0.08% NEW $17.73 +26.4%
285 WY WEYERHAEUSER CO MTN BE Real Estate 267,556.0 $6.3M 0.08% NEW $23.69 -1.9%
286 G GENPACT LIMITED Technology 134,908.0 $6.3M 0.08% NEW $46.78 -31.6%
287 BUNGE GLOBAL SA 70,702.0 $6.3M 0.08% NEW $89.08
288 GL GLOBE LIFE INC Financial Services 44,887.0 $6.3M 0.08% NEW $139.86 +12.0%
289 HCA HCA HEALTHCARE INC Healthcare 13,268.0 $6.2M 0.08% NEW $466.86 -15.9%
290 RF REGIONS FINANCIAL CORP NEW Financial Services 228,518.0 $6.2M 0.08% NEW $27.10 +1.6%
291 DVN DEVON ENERGY CORP NEW Energy 168,564.0 $6.2M 0.08% NEW $36.63 +28.6%
292 AXS AXIS CAP HLDGS LTD Financial Services 57,396.0 $6.1M 0.08% NEW $107.09 -6.0%
293 EPAM EPAM SYS INC Technology 29,764.0 $6.1M 0.08% NEW $204.88 -49.6%
294 BYD BOYD GAMING CORP Consumer Cyclical 70,688.0 $6.0M 0.08% NEW $85.24 -6.6%
295 FIX COMFORT SYS USA INC Industrials 6,413.0 $6.0M 0.07% NEW $933.29 +96.5%
296 MGY MAGNOLIA OIL & GAS CORP Energy 270,892.0 $5.9M 0.07% NEW $21.89 +33.6%
297 JBHT HUNT J B TRANS SVCS INC Industrials 30,472.0 $5.9M 0.07% NEW $194.34 +33.4%
298 CACI CACI INTL INC Technology 10,866.0 $5.8M 0.07% NEW $532.81 -8.0%
299 MOH MOLINA HEALTHCARE INC Healthcare 32,867.0 $5.7M 0.07% NEW $173.54 +4.4%
300 MTCH MATCH GROUP INC NEW Communication Services 174,562.0 $5.6M 0.07% NEW $32.29 +10.4%
Page 15 of 58  ·  1,151 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 25.8%
Financial Services 13.8%
Consumer Cyclical 12.8%
Healthcare 11.1%
Communication Services 9.9%
Consumer Defensive 8.6%
Industrials 7.1%
Energy 3.7%
Utilities 3.4%
Real Estate 2.3%