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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 31 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 LPX LOUISIANA PAC CORP Basic Materials 23,272.0 $1.9M 0.02% NEW $80.76 -13.2%
602 MHO M/I HOMES INC Consumer Cyclical 14,655.0 $1.9M 0.02% NEW $127.95 +0.8%
603 PLXS PLEXUS CORP Technology 12,737.0 $1.9M 0.02% NEW $147.00 +75.8%
604 RSG REPUBLIC SVCS INC Industrials 8,816.0 $1.9M 0.02% NEW $211.93 +0.1%
605 NE NOBLE CORP PLC Energy 66,077.0 $1.9M 0.02% NEW $28.24 +85.3%
606 INDB INDEPENDENT BK CORP MASS Financial Services 25,528.0 $1.9M 0.02% NEW $73.08 +7.6%
607 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 34,402.0 $1.9M 0.02% NEW $54.17 -11.9%
608 EQT EQT CORP Energy 34,709.0 $1.9M 0.02% NEW $53.60 +7.7%
609 EQH EQUITABLE HLDGS INC Financial Services 38,914.0 $1.9M 0.02% NEW $47.65 -10.8%
610 PATK PATRICK INDS INC Consumer Cyclical 17,084.0 $1.9M 0.02% NEW $108.43 -16.8%
611 KTB KONTOOR BRANDS INC Consumer Cyclical 30,311.0 $1.9M 0.02% NEW $61.09 +13.6%
612 SFBS SERVISFIRST BANCSHARES INC Financial Services 25,579.0 $1.8M 0.02% NEW $71.79 +7.5%
613 MYRG MYR GROUP INC DEL Industrials 8,333.0 $1.8M 0.02% NEW $218.50 +100.9%
614 KFY KORN FERRY Industrials 27,555.0 $1.8M 0.02% NEW $66.02 +0.9%
615 BRC BRADY CORP Industrials 23,177.0 $1.8M 0.02% NEW $78.37 +7.9%
616 OTTR OTTER TAIL CORP Utilities 22,205.0 $1.8M 0.02% NEW $80.81 +7.3%
617 AVA AVISTA CORP Utilities 46,407.0 $1.8M 0.02% NEW $38.54 +6.2%
618 MARA MARA HOLDINGS INC Financial Services 198,965.0 $1.8M 0.02% NEW $8.98 +50.9%
619 SPSC SPS COMM INC Technology 19,973.0 $1.8M 0.02% NEW $89.13 -39.7%
620 MSA MSA SAFETY INC Industrials 11,079.0 $1.8M 0.02% NEW $160.14 +5.3%
Page 31 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%