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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 7 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AIG AMERICAN INTL GROUP INC Financial Services 188,009.0 $16.1M 0.20% NEW $85.55 -8.1%
122 SNA SNAP ON INC Industrials 46,029.0 $15.9M 0.20% NEW $344.60 +4.5%
123 KDP KEURIG DR PEPPER INC Consumer Defensive 564,513.0 $15.8M 0.20% NEW $28.01 +2.7%
124 GRMN GARMIN LTD Technology 77,604.0 $15.7M 0.20% NEW $202.85 +18.2%
125 TWLO TWILIO INC Communication Services 109,457.0 $15.6M 0.20% NEW $142.24 +33.1%
126 FAST FASTENAL CO Industrials 387,527.0 $15.6M 0.20% NEW $40.13 +8.5%
127 AEP AMERICAN ELEC PWR CO INC Utilities 134,433.0 $15.5M 0.19% NEW $115.31 +12.4%
128 CB CHUBB LIMITED Financial Services 49,586.0 $15.5M 0.19% NEW $312.12 +5.8%
129 EL LAUDER ESTEE COS INC Consumer Defensive 141,525.0 $14.8M 0.19% NEW $104.72 -24.6%
130 KMB KIMBERLY-CLARK CORP Consumer Defensive 146,302.0 $14.8M 0.18% NEW $100.89 -2.1%
131 PFE PFIZER INC Healthcare 589,743.0 $14.7M 0.18% NEW $24.90 +4.2%
132 VTR VENTAS INC Real Estate 187,403.0 $14.5M 0.18% NEW $77.38 +14.5%
133 CMCSA COMCAST CORP NEW Communication Services 484,653.0 $14.5M 0.18% NEW $29.89 -16.1%
134 NEM NEWMONT CORP Basic Materials 144,664.0 $14.4M 0.18% NEW $99.85 +8.5%
135 EME EMCOR GROUP INC Industrials 23,532.0 $14.4M 0.18% NEW $611.79 +38.8%
136 EVRG EVERGY INC Utilities 198,579.0 $14.4M 0.18% NEW $72.49 +15.4%
137 FICO FAIR ISAAC CORP Technology 8,487.0 $14.3M 0.18% NEW $1690.62 -27.4%
138 CAT CATERPILLAR INC Industrials 25,013.0 $14.3M 0.18% NEW $572.87 +51.2%
139 BIIB BIOGEN INC Healthcare 81,398.0 $14.3M 0.18% NEW $175.99 +7.7%
140 FERG FERGUSON ENTERPRISES INC Industrials 64,342.0 $14.3M 0.18% NEW $222.63 +0.5%
Page 7 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%