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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 1 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JNJ JOHNSON & JOHNSON Healthcare 313,992.0 $76.8M 0.98% -25K -7.4% $244.44 -5.2%
2 XOM EXXON MOBIL CORP Energy 448,908.0 $76.2M 0.97% -4K -0.8% $169.66 -7.9%
3 WMT WALMART INC Consumer Defensive 577,721.0 $71.8M 0.91% -81K -12.3% $124.28 +5.3%
4 BERKSHIRE HATHAWAY INC DEL 122,627.0 $58.8M 0.75% -16K -11.8% $479.20
5 MRK MERCK & CO INC Healthcare 487,434.0 $58.6M 0.75% -59K -10.8% $120.29 -3.7%
6 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 55,270.0 $55.1M 0.70% -2K -3.0% $996.43 +5.4%
7 VZ VERIZON COMMUNICATIONS INC Communication Services 920,341.0 $46.2M 0.59% -58K -5.9% $50.20 -4.7%
8 T AT&T INC Communication Services 1,556,149.0 $45.1M 0.57% -111K -6.6% $28.99 -14.0%
9 GILD GILEAD SCIENCES INC Healthcare 319,464.0 $44.5M 0.57% -50K -13.6% $139.37 -6.4%
10 PM PHILIP MORRIS INTL INC Consumer Defensive 265,572.0 $43.9M 0.56% -2K -0.9% $165.34 +14.1%
11 MO ALTRIA GROUP INC Consumer Defensive 662,925.0 $43.7M 0.56% -5K -0.8% $65.99 +11.7%
12 BK BANK NEW YORK MELLON CORP Financial Services 355,900.0 $42.2M 0.54% -15K -4.1% $118.63 +17.2%
13 TJX TJX COS INC NEW Consumer Cyclical 255,770.0 $40.8M 0.52% -57K -18.1% $159.70 -0.3%
14 BMY BRISTOL-MYERS SQUIBB CO Healthcare 625,642.0 $37.9M 0.48% -87K -12.2% $60.65 -1.8%
15 PG PROCTER & GAMBLE CO Consumer Defensive 256,224.0 $37.0M 0.47% -8K -3.0% $144.44 -1.4%
16 ALL ALLSTATE CORP Financial Services 170,849.0 $35.4M 0.45% -1K -0.6% $207.34 +3.4%
17 ROST ROSS STORES INC Consumer Cyclical 160,947.0 $34.9M 0.44% -5K -2.7% $216.63 -1.8%
18 KR KROGER CO Consumer Defensive 480,933.0 $34.8M 0.44% -66K -12.1% $72.36 -7.3%
19 CSCO CISCO SYS INC Technology 434,003.0 $33.7M 0.43% -14K -3.1% $77.59 +52.3%
20 AMAT APPLIED MATLS INC Technology 98,322.0 $33.6M 0.43% -4K -4.1% $341.79 +25.0%
Page 1 of 25  ·  489 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%