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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 18 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PANW PALO ALTO NETWORKS INC Technology 25,756.0 $4.7M 0.06% NEW $184.20 +37.3%
342 BWA BORGWARNER INC Consumer Cyclical 103,817.0 $4.7M 0.06% NEW $45.06 +41.0%
343 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 99,710.0 $4.6M 0.06% NEW $46.49 +2.9%
344 ORI OLD REP INTL CORP Financial Services 101,060.0 $4.6M 0.06% NEW $45.64 -13.1%
345 SEIC SEI INVTS CO Financial Services 56,216.0 $4.6M 0.06% NEW $82.02 +10.7%
346 ETSY INC 83,115.0 $4.6M 0.06% NEW $55.44
347 BPOP POPULAR INC Financial Services 36,950.0 $4.6M 0.06% NEW $124.52 +20.0%
348 HRB BLOCK H & R INC Consumer Cyclical 105,164.0 $4.6M 0.06% NEW $43.58 -13.1%
349 SLM SLM CORP Financial Services 169,228.0 $4.6M 0.06% NEW $27.06 -18.6%
350 CNM CORE & MAIN INC Industrials 87,656.0 $4.6M 0.06% NEW $51.97 -9.3%
351 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 19,384.0 $4.5M 0.06% NEW $232.53 -20.3%
352 MTZ MASTEC INC Industrials 20,641.0 $4.5M 0.06% NEW $217.37 +78.9%
353 LIN LINDE PLC Basic Materials 10,396.0 $4.4M 0.06% NEW $426.39 +20.7%
354 TXT TEXTRON INC Industrials 50,798.0 $4.4M 0.06% NEW $87.17 +2.7%
355 IDXX IDEXX LABS INC Healthcare 6,496.0 $4.4M 0.06% NEW $676.53 -18.2%
356 CTRE CARETRUST REIT INC Real Estate 121,524.0 $4.4M 0.06% NEW $36.16 +13.4%
357 GDDY GODADDY INC Technology 35,404.0 $4.4M 0.06% NEW $124.08 -26.2%
358 PEGA PEGASYSTEMS INC Technology 73,504.0 $4.4M 0.06% NEW $59.72 -42.6%
359 PYPL PAYPAL HLDGS INC Financial Services 74,433.0 $4.3M 0.05% NEW $58.38 -24.0%
360 MUSA MURPHY USA INC Consumer Cyclical 10,653.0 $4.3M 0.05% NEW $403.52 +34.9%
Page 18 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%