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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 11 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LNT ALLIANT ENERGY CORP Utilities 42,367.0 $3.0M 0.04% -41K -49.5% $71.76 +2.1%
202 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 28,596.0 $3.0M 0.04% -3K -8.5% $105.40 -4.3%
203 BCPC BALCHEM CORP Basic Materials 17,503.0 $3.0M 0.04% -638.0 -3.5% $169.48 -4.6%
204 EXLS EXLSERVICE HLDGS INC Technology 96,259.0 $2.9M 0.04% -2K -2.1% $30.45 -4.0%
205 LNG CHENIERE ENERGY INC Energy 10,297.0 $2.9M 0.04% -6K -36.2% $283.76 -15.3%
206 PTCT PTC THERAPEUTICS INC Healthcare 42,421.0 $2.9M 0.04% -8K -15.1% $68.13 +4.2%
207 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 14,617.0 $2.9M 0.04% -5K -24.6% $195.41 -5.1%
208 PRU PRUDENTIAL FINL INC Financial Services 29,036.0 $2.8M 0.04% -44K -60.5% $97.69 +5.7%
209 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 23,960.0 $2.8M 0.04% -5K -16.1% $117.06 -6.8%
210 MGY MAGNOLIA OIL & GAS CORP Energy 88,583.0 $2.8M 0.04% -182K -67.3% $31.57 -7.4%
211 MOH MOLINA HEALTHCARE INC Healthcare 20,754.0 $2.8M 0.04% -12K -36.9% $133.30 +36.0%
212 NPO ENPRO INC Industrials 10,896.0 $2.7M 0.04% -681.0 -5.9% $250.65 +20.8%
213 IDCC INTERDIGITAL INC Technology 9,033.0 $2.7M 0.04% -8K -46.6% $302.00 -11.6%
214 CPRT COPART INC Industrials 81,990.0 $2.7M 0.04% -58K -41.4% $33.20 +3.6%
215 CLX CLOROX CO DEL Consumer Defensive 26,236.0 $2.7M 0.04% -13K -32.6% $103.63 -8.2%
216 LEN LENNAR CORP Consumer Cyclical 31,073.0 $2.7M 0.03% -1K -4.2% $86.84 +2.3%
217 PKG PACKAGING CORP AMER Consumer Cyclical 12,708.0 $2.7M 0.03% -3K -17.4% $212.22 +0.5%
218 PTC PTC INC Technology 18,738.0 $2.7M 0.03% -5K -21.9% $142.49 +3.8%
219 EQR EQUITY RESIDENTIAL Real Estate 45,014.0 $2.7M 0.03% -65K -59.1% $59.15 +11.2%
220 MSCI MSCI INC Financial Services 4,930.0 $2.7M 0.03% -1K -22.4% $539.01 +8.0%
Page 11 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%