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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 25 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 OVV OVINTIV INC Energy 69,773.0 $2.7M 0.03% NEW $39.19 +50.2%
482 ALV AUTOLIV INC Consumer Cyclical 23,032.0 $2.7M 0.03% NEW $118.70 +1.3%
483 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 31,244.0 $2.7M 0.03% NEW $87.34 +15.5%
484 ACA ARCOSA INC Industrials 25,521.0 $2.7M 0.03% NEW $106.32 +12.1%
485 INGR INGREDION INC Consumer Defensive 24,564.0 $2.7M 0.03% NEW $110.26 -7.4%
486 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 17,055.0 $2.7M 0.03% NEW $158.29 +2.2%
487 LAZ LAZARD INC Financial Services 55,266.0 $2.7M 0.03% NEW $48.56 -1.8%
488 JCI JOHNSON CTLS INTL PLC Industrials 22,387.0 $2.7M 0.03% NEW $119.75 +13.1%
489 ACIW ACI WORLDWIDE INC Technology 55,814.0 $2.7M 0.03% NEW $47.81 -11.1%
490 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 30,496.0 $2.7M 0.03% NEW $87.42 -23.1%
491 EW EDWARDS LIFESCIENCES CORP Healthcare 30,967.0 $2.6M 0.03% NEW $85.25 -2.4%
492 GVA GRANITE CONSTR INC Industrials 22,865.0 $2.6M 0.03% NEW $115.35 +10.6%
493 RDN RADIAN GROUP INC Financial Services 73,146.0 $2.6M 0.03% NEW $35.99 +4.5%
494 GGG GRACO INC Industrials 31,876.0 $2.6M 0.03% NEW $81.97 -8.1%
495 BBWI BATH & BODY WORKS INC Consumer Cyclical 129,647.0 $2.6M 0.03% NEW $20.08 -13.7%
496 APPF APPFOLIO INC Technology 11,166.0 $2.6M 0.03% NEW $232.65 -30.2%
497 PNC PNC FINL SVCS GROUP INC Financial Services 12,390.0 $2.6M 0.03% NEW $208.73 +3.9%
498 CACC CREDIT ACCEP CORP MICH Financial Services 5,824.0 $2.6M 0.03% NEW $443.46 +23.4%
499 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 6,565.0 $2.6M 0.03% NEW $393.30 -18.6%
500 MTH MERITAGE HOMES CORP Consumer Cyclical 39,209.0 $2.6M 0.03% NEW $65.80 -2.9%
Page 25 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%