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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 20 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SANM SANMINA CORPORATION Technology 26,674.0 $4.0M 0.05% NEW $150.07 +54.0%
382 SOFI SOFI TECHNOLOGIES INC Financial Services 152,295.0 $4.0M 0.05% NEW $26.18 -40.1%
383 COIN COINBASE GLOBAL INC Financial Services 17,587.0 $4.0M 0.05% NEW $226.14 -14.4%
384 CLX CLOROX CO DEL Consumer Defensive 38,939.0 $3.9M 0.05% NEW $100.83 -5.6%
385 CRUS CIRRUS LOGIC INC Technology 32,893.0 $3.9M 0.05% NEW $118.50 +40.6%
386 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 187,338.0 $3.9M 0.05% NEW $20.74 +4.9%
387 JBT MAREL CORPORATION 25,752.0 $3.9M 0.05% NEW $150.67
388 MAA MID-AMER APT CMNTYS INC Real Estate 27,818.0 $3.9M 0.05% NEW $138.91 -6.4%
389 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 13,986.0 $3.9M 0.05% NEW $275.39 +172.7%
390 W WAYFAIR INC Consumer Cyclical 38,232.0 $3.8M 0.05% NEW $100.41 -35.5%
391 AIZ ASSURANT INC Financial Services 15,875.0 $3.8M 0.05% NEW $240.85 +6.2%
392 LEIDOS HOLDINGS INC 21,142.0 $3.8M 0.05% NEW $180.40
393 JXN JACKSON FINANCIAL INC Financial Services 35,756.0 $3.8M 0.05% NEW $106.65 +1.5%
394 MLI MUELLER INDS INC Industrials 33,072.0 $3.8M 0.05% NEW $114.80 +16.4%
395 EMN EASTMAN CHEM CO Basic Materials 59,439.0 $3.8M 0.05% NEW $63.83 +14.7%
396 PTCT PTC THERAPEUTICS INC Healthcare 49,936.0 $3.8M 0.05% NEW $75.96 -6.5%
397 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 30,422.0 $3.8M 0.05% NEW $124.56 -8.5%
398 ISRG INTUITIVE SURGICAL INC Healthcare 6,603.0 $3.7M 0.05% NEW $566.36 -22.3%
399 CF CF INDS HLDGS INC Basic Materials 47,991.0 $3.7M 0.05% NEW $77.34 +57.3%
400 CWEN CLEARWAY ENERGY INC Utilities 111,532.0 $3.7M 0.05% NEW $33.26 +14.7%
Page 20 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%