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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 36 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 CWT CALIFORNIA WTR SVC GROUP Utilities 33,835.0 $1.5M 0.02% NEW $43.33 -0.3%
702 POWL POWELL INDS INC Industrials 4,584.0 $1.5M 0.02% NEW $318.78 -15.0%
703 RHI ROBERT HALF INC. Industrials 53,680.0 $1.5M 0.02% NEW $27.16 -3.4%
704 MZTI MARZETTI COMPANY Consumer Defensive 8,838.0 $1.5M 0.02% NEW $164.42 -31.4%
705 HPQ HP INC Technology 65,037.0 $1.4M 0.02% NEW $22.28 -1.7%
706 FRPT FRESHPET INC Consumer Defensive 23,627.0 $1.4M 0.02% NEW $60.93 -15.8%
707 WDFC WD 40 CO Basic Materials 7,303.0 $1.4M 0.02% NEW $196.90 +5.6%
708 VIRT VIRTU FINL INC Financial Services 43,040.0 $1.4M 0.02% NEW $33.32 +61.4%
709 OC OWENS CORNING NEW Industrials 12,795.0 $1.4M 0.02% NEW $111.91 +3.7%
710 SBCF SEACOAST BKG CORP FLA Financial Services 45,543.0 $1.4M 0.02% NEW $31.42 -2.5%
711 LBRT LIBERTY ENERGY INC Energy 77,516.0 $1.4M 0.02% NEW $18.46 +78.1%
712 APLE APPLE HOSPITALITY REIT INC Real Estate 120,726.0 $1.4M 0.02% NEW $11.85 +22.4%
713 ETN EATON CORP PLC Industrials 4,472.0 $1.4M 0.02% NEW $318.51 +19.8%
714 KGS KODIAK GAS SVCS INC Energy 38,044.0 $1.4M 0.02% NEW $37.40 +93.6%
715 SXI STANDEX INTL CORP Industrials 6,541.0 $1.4M 0.02% NEW $217.28 +16.9%
716 HP HELMERICH & PAYNE INC Energy 49,480.0 $1.4M 0.02% NEW $28.68 +38.1%
717 RLI RLI CORP Financial Services 22,149.0 $1.4M 0.02% NEW $63.98 -17.7%
718 TDC TERADATA CORP DEL Technology 46,306.0 $1.4M 0.02% NEW $30.44 +8.7%
719 CNK CINEMARK HLDGS INC Communication Services 60,503.0 $1.4M 0.02% NEW $23.24 +14.5%
720 SFNC SIMMONS 1ST NATL CORP Financial Services 74,474.0 $1.4M 0.02% NEW $18.85 +12.8%
Page 36 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%