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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 26 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 F FORD MTR CO Consumer Cyclical 196,600.0 $2.6M 0.03% NEW $13.12 +4.2%
502 VNT VONTIER CORPORATION Technology 69,368.0 $2.6M 0.03% NEW $37.18 -23.6%
503 AUB ATLANTIC UN BANKSHARES CORP Financial Services 72,678.0 $2.6M 0.03% NEW $35.30 +6.7%
504 TFX TELEFLEX INCORPORATED Healthcare 21,005.0 $2.6M 0.03% NEW $122.04 +10.8%
505 ALKS ALKERMES PLC Healthcare 91,479.0 $2.6M 0.03% NEW $27.98 +32.1%
506 CENCORA INC 7,550.0 $2.6M 0.03% NEW $337.75
507 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 9,810.0 $2.5M 0.03% NEW $258.65 +36.2%
508 SKY CHAMPION HOMES INC Consumer Cyclical 30,017.0 $2.5M 0.03% NEW $84.50 -17.5%
509 CVCO CAVCO INDS INC DEL Consumer Cyclical 4,288.0 $2.5M 0.03% NEW $590.74 -16.8%
510 LECO LINCOLN ELEC HLDGS INC Industrials 10,554.0 $2.5M 0.03% NEW $239.64 +8.5%
511 AX AXOS FINANCIAL INC Financial Services 29,331.0 $2.5M 0.03% NEW $86.16 -0.3%
512 ABCB AMERIS BANCORP Financial Services 33,865.0 $2.5M 0.03% NEW $74.27 +14.1%
513 DVA DAVITA INC Healthcare 22,112.0 $2.5M 0.03% NEW $113.61 +74.9%
514 PODD INSULET CORP Healthcare 8,833.0 $2.5M 0.03% NEW $284.24 -44.9%
515 MC MOELIS & CO Financial Services 36,466.0 $2.5M 0.03% NEW $68.74 -4.5%
516 TMDX TRANSMEDICS GROUP INC Healthcare 20,533.0 $2.5M 0.03% NEW $121.65 -44.1%
517 HIMS HIMS & HERS HEALTH INC Healthcare 76,744.0 $2.5M 0.03% NEW $32.47 -26.1%
518 NPO ENPRO INC Industrials 11,577.0 $2.5M 0.03% NEW $214.13 +41.4%
519 EWBC EAST WEST BANCORP INC Financial Services 22,046.0 $2.5M 0.03% NEW $112.39 +9.4%
520 PECO PHILLIPS EDISON & CO INC Real Estate 69,425.0 $2.5M 0.03% NEW $35.57 +13.9%
Page 26 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%