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Portfolio (Quarterly) Guide ↗

Illinois Municipal Retirement Fund

· CIK 0001541910
13F Portfolio $7.9B AUM 1,127 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New 548 Added 489 Reduced 79 Exited
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VFC V F CORP Consumer Cyclical 50,085.0 $851K 0.01% NEW $16.99 -4.6%
42 KRMN KARMAN HLDGS INC Industrials 10,489.0 $840K 0.01% NEW $80.05 -18.4%
43 RCUS ARCUS BIOSCIENCES INC Healthcare 36,233.0 $783K 0.01% NEW $21.60 +9.9%
44 CRL CHARLES RIV LABS INTL INC Healthcare 4,485.0 $774K 0.01% NEW $172.50 -7.9%
45 UFPT UFP TECHNOLOGIES INC Healthcare 3,942.0 $763K 0.01% NEW $193.60 +16.1%
46 KW KENNEDY-WILSON HOLDINGS INC Real Estate 61,464.0 $665K 0.01% NEW $10.82 +1.7%
47 MBIN MERCHANTS BANCORP IND Financial Services 15,132.0 $649K 0.01% NEW $42.91 +8.5%
48 WINA WINMARK CORP Consumer Cyclical 1,508.0 $645K 0.01% NEW $427.55 -15.9%
49 SEZL SEZZLE INC Financial Services 9,146.0 $579K 0.01% NEW $63.29 +65.8%
50 NEO NEOGENOMICS INC Healthcare 75,776.0 $562K 0.01% NEW $7.42 +22.8%
51 NX QUANEX BLDG PRODS CORP Industrials 27,164.0 $488K 0.01% NEW $17.97 -4.4%
52 ASTRANA HEALTH INC 18,492.0 $453K 0.01% NEW $24.52
53 LZ LEGALZOOM COM INC Industrials 65,983.0 $374K 0.01% NEW $5.67 +13.8%
54 VITL VITAL FARMS INC Consumer Defensive 22,650.0 $320K 0.00% NEW $14.12 -33.2%
55 CTKB CYTEK BIOSCIENCES INC Healthcare 60,877.0 $266K 0.00% NEW $4.37 -9.4%
Page 3 of 3  ·  55 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 24.8%
Financial Services 13.6%
Consumer Cyclical 12.3%
Healthcare 11.0%
Communication Services 9.4%
Consumer Defensive 8.7%
Industrials 8.1%
Energy 4.9%
Utilities 3.7%
Real Estate 1.8%