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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 4 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WDC WESTERN DIGITAL CORP Technology 139,532.0 $24.0M 0.30% NEW $172.27 +166.8%
62 NTAP NETAPP INC Technology 219,650.0 $23.5M 0.29% NEW $107.09 +15.7%
63 LRCX LAM RESEARCH CORP Technology 137,231.0 $23.5M 0.29% NEW $171.18 +76.6%
64 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 282,122.0 $23.4M 0.29% NEW $83.00 -37.0%
65 IBM INTERNATIONAL BUSINESS MACHS Technology 78,977.0 $23.4M 0.29% NEW $296.21 -14.6%
66 INCY INCYTE CORP Healthcare 232,708.0 $23.0M 0.29% NEW $98.77 -1.4%
67 ZM ZOOM COMMUNICATIONS INC Technology 264,921.0 $22.9M 0.29% NEW $86.29 +15.2%
68 TMUS T-MOBILE US INC Communication Services 111,785.0 $22.7M 0.28% NEW $203.04 -6.3%
69 CMI CUMMINS INC Industrials 44,405.0 $22.7M 0.28% NEW $510.45 +25.1%
70 ULTA ULTA BEAUTY INC Consumer Cyclical 37,274.0 $22.6M 0.28% NEW $605.01 -18.5%
71 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 63,820.0 $22.4M 0.28% NEW $350.55 +11.2%
72 ADBE ADOBE INC Technology 63,285.0 $22.1M 0.28% NEW $349.99 -30.3%
73 BAC BANK AMERICA CORP Financial Services 402,046.0 $22.1M 0.28% NEW $55.00 -6.4%
74 MKL MARKEL GROUP INC Financial Services 10,186.0 $21.9M 0.27% NEW $2149.65 -13.8%
75 HD HOME DEPOT INC Consumer Cyclical 63,468.0 $21.8M 0.27% NEW $344.10 -8.8%
76 EOG EOG RES INC Energy 207,509.0 $21.8M 0.27% NEW $105.01 +33.3%
77 WBD WARNER BROS DISCOVERY INC Communication Services 750,178.0 $21.6M 0.27% NEW $28.82 -4.9%
78 COP CONOCOPHILLIPS Energy 230,621.0 $21.6M 0.27% NEW $93.61 +28.8%
79 VRTX VERTEX PHARMACEUTICALS INC Healthcare 46,786.0 $21.2M 0.27% NEW $453.36 -5.1%
80 ED CONSOLIDATED EDISON INC Utilities 210,570.0 $20.9M 0.26% NEW $99.32 +8.1%
Page 4 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%