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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 19 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IP INTERNATIONAL PAPER CO Consumer Cyclical 108,921.0 $4.3M 0.05% NEW $39.39 -20.0%
362 SHW SHERWIN WILLIAMS CO Basic Materials 13,236.0 $4.3M 0.05% NEW $324.03 -5.0%
363 CAH CARDINAL HEALTH INC Healthcare 20,659.0 $4.2M 0.05% NEW $205.50 -2.4%
364 RITM RITHM CAPITAL CORP Real Estate 388,561.0 $4.2M 0.05% NEW $10.90 -15.0%
365 TTC TORO CO Industrials 53,794.0 $4.2M 0.05% NEW $78.72 +13.2%
366 AMG AFFILIATED MANAGERS GROUP IN Financial Services 14,572.0 $4.2M 0.05% NEW $288.28 +5.0%
367 CI THE CIGNA GROUP Healthcare 15,236.0 $4.2M 0.05% NEW $275.23 +2.5%
368 PTC PTC INC Technology 23,985.0 $4.2M 0.05% NEW $174.21 -15.1%
369 EXLS EXLSERVICE HOLDINGS INC Technology 98,280.0 $4.2M 0.05% NEW $42.44 -31.1%
370 LKQ LKQ CORP Consumer Cyclical 137,943.0 $4.2M 0.05% NEW $30.20 -11.0%
371 FLEX FLEX LTD Technology 68,616.0 $4.1M 0.05% NEW $60.42 +116.9%
372 BURL BURLINGTON STORES INC Consumer Cyclical 14,297.0 $4.1M 0.05% NEW $288.85 +9.4%
373 L LOEWS CORP Financial Services 39,138.0 $4.1M 0.05% NEW $105.31 +3.7%
374 AEIS ADVANCED ENERGY INDS Industrials 19,481.0 $4.1M 0.05% NEW $209.37 +54.6%
375 HALO HALOZYME THERAPEUTICS INC Healthcare 60,466.0 $4.1M 0.05% NEW $67.30 +1.8%
376 UI UBIQUITI INC Technology 7,318.0 $4.0M 0.05% NEW $553.35 +8.3%
377 PSTG PURE STORAGE INC Technology 60,251.0 $4.0M 0.05% NEW $67.01 +25.1%
378 CG CARLYLE GROUP INC Financial Services 68,295.0 $4.0M 0.05% NEW $59.11 -23.7%
379 APOS APOLLO GLOBAL MGMT INC Financial Services 27,822.0 $4.0M 0.05% NEW $144.76 -81.9%
380 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,917.0 $4.0M 0.05% NEW $579.45 -22.0%
Page 19 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%