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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 17 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FSS FEDERAL SIGNAL CORP Industrials 46,942.0 $5.1M 0.06% NEW $108.59 +2.8%
322 ON ON SEMICONDUCTOR CORP Technology 93,372.0 $5.1M 0.06% NEW $54.15 +102.4%
323 CHE CHEMED CORP NEW Healthcare 11,696.0 $5.0M 0.06% NEW $427.86 +3.2%
324 DHI D R HORTON INC Consumer Cyclical 34,614.0 $5.0M 0.06% NEW $144.03 +0.1%
325 WCC WESCO INTL INC Industrials 20,329.0 $5.0M 0.06% NEW $244.64 +43.1%
326 AFG AMERICAN FINL GROUP INC OHIO Financial Services 36,360.0 $5.0M 0.06% NEW $136.68 +0.4%
327 DGX QUEST DIAGNOSTICS INC Healthcare 28,101.0 $4.9M 0.06% NEW $173.53 +11.7%
328 NXST NEXSTAR MEDIA GROUP INC Communication Services 23,977.0 $4.9M 0.06% NEW $203.05 -6.7%
329 CRWD CROWDSTRIKE HLDGS INC Technology 10,373.0 $4.9M 0.06% NEW $468.76 +38.3%
330 DDS DILLARDS INC Consumer Cyclical 8,001.0 $4.9M 0.06% NEW $606.34 -9.0%
331 WAY WAYSTAR HLDG CORP Technology 147,550.0 $4.8M 0.06% NEW $32.75 -41.3%
332 SN SHARKNINJA INC Consumer Cyclical 43,071.0 $4.8M 0.06% NEW $111.90 -8.9%
333 CHWY CHEWY INC Consumer Cyclical 145,771.0 $4.8M 0.06% NEW $33.05 -39.7%
334 UGI UGI CORP NEW Utilities 128,647.0 $4.8M 0.06% NEW $37.43 -6.2%
335 NTNX NUTANIX INC Technology 93,147.0 $4.8M 0.06% NEW $51.69 -13.5%
336 ADT ADT INC DEL Industrials 595,688.0 $4.8M 0.06% NEW $8.07 -13.3%
337 MAT MATTEL INC Consumer Cyclical 241,574.0 $4.8M 0.06% NEW $19.84 -24.5%
338 GLOBUS MED INC 54,749.0 $4.8M 0.06% NEW $87.31
339 INSTALLED BLDG PRODS INC 18,361.0 $4.8M 0.06% NEW $259.39
340 NEU NEWMARKET CORP Basic Materials 6,904.0 $4.7M 0.06% NEW $687.26 +4.8%
Page 17 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%