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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 3 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WFC WELLS FARGO CO NEW Financial Services 330,276.0 $30.8M 0.39% NEW $93.20 -18.7%
42 PEP PEPSICO INC Consumer Defensive 211,083.0 $30.3M 0.38% NEW $143.52 +3.7%
43 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 330,727.0 $30.2M 0.38% NEW $91.21 +1.2%
44 HIG HARTFORD INSURANCE GROUP INC Financial Services 216,890.0 $29.9M 0.38% NEW $137.80 -1.3%
45 ROST ROSS STORES INC Consumer Cyclical 165,488.0 $29.8M 0.37% NEW $180.14 +18.1%
46 ADSK AUTODESK INC Technology 99,403.0 $29.4M 0.37% NEW $296.01 -18.9%
47 SYF SYNCHRONY FINANCIAL Financial Services 352,430.0 $29.4M 0.37% NEW $83.43 -13.6%
48 NFLX NETFLIX INC Communication Services 304,862.0 $28.6M 0.36% NEW $93.76 -4.8%
49 ABT ABBOTT LABS Healthcare 225,616.0 $28.3M 0.35% NEW $125.29 -29.9%
50 SO SOUTHERN CO Utilities 316,494.0 $27.6M 0.35% NEW $87.20 +7.4%
51 SPOT SPOTIFY TECHNOLOGY S A Communication Services 47,441.0 $27.5M 0.34% NEW $580.71 -25.4%
52 RJF RAYMOND JAMES FINL INC Financial Services 170,842.0 $27.4M 0.34% NEW $160.59 -5.3%
53 TRV TRAVELERS COMPANIES INC Financial Services 94,306.0 $27.4M 0.34% NEW $290.06 +5.8%
54 CME CME GROUP INC Financial Services 96,714.0 $26.4M 0.33% NEW $273.08 +5.9%
55 AMAT APPLIED MATLS INC Technology 102,510.0 $26.3M 0.33% NEW $256.99 +66.3%
56 GLW CORNING INC Technology 294,679.0 $25.8M 0.32% NEW $87.56 +119.2%
57 EBAY EBAY INC. Consumer Cyclical 295,722.0 $25.8M 0.32% NEW $87.10 +34.5%
58 KO COCA COLA CO Consumer Defensive 364,573.0 $25.5M 0.32% NEW $69.91 +16.1%
59 CL COLGATE PALMOLIVE CO Consumer Defensive 312,818.0 $24.7M 0.31% NEW $79.02 +14.5%
60 DG DOLLAR GEN CORP NEW Consumer Defensive 184,022.0 $24.4M 0.31% NEW $132.77 -20.9%
Page 3 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%