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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 12 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ESS ESSEX PPTY TR INC Real Estate 10,944.0 $2.6M 0.03% -17K -60.3% $242.00 +13.1%
222 LII LENNOX INTL INC Industrials 5,654.0 $2.6M 0.03% -814.0 -12.6% $464.13 +3.5%
223 ABCB AMERIS BANCORP Financial Services 33,388.0 $2.6M 0.03% -477.0 -1.4% $77.99 +8.7%
224 ESNT ESSENT GROUP LTD Financial Services 44,444.0 $2.6M 0.03% -1K -2.3% $58.44 +5.9%
225 CRC CALIFORNIA RES CORP Energy 37,326.0 $2.6M 0.03% -2K -5.4% $69.22 -10.1%
226 ACA ARCOSA INC Industrials 24,317.0 $2.6M 0.03% -1K -4.7% $106.14 +12.3%
227 LYV LIVE NATION ENTERTAINMENT IN Communication Services 16,805.0 $2.6M 0.03% -5K -23.4% $152.51 +8.8%
228 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 58,191.0 $2.5M 0.03% -3K -5.5% $42.61 +36.1%
229 AX AXOS FINANCIAL INC Financial Services 29,118.0 $2.5M 0.03% -213.0 -0.7% $85.09 +1.0%
230 TGTX TG THERAPEUTICS INC Healthcare 74,275.0 $2.5M 0.03% -6K -7.0% $33.22 +19.7%
231 HCC WARRIOR MET COAL INC Energy 26,364.0 $2.5M 0.03% -1K -5.2% $93.15 -8.3%
232 PECO PHILLIPS EDISON & CO INC Real Estate 65,116.0 $2.4M 0.03% -4K -6.2% $37.42 +8.3%
233 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 16,197.0 $2.4M 0.03% -858.0 -5.0% $149.52 +8.2%
234 RALLIANT CORP 57,705.0 $2.4M 0.03% -977.0 -1.7% $41.59
235 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 65,132.0 $2.4M 0.03% -5K -7.3% $36.75 +10.6%
236 BMI BADGER METER INC Technology 15,574.0 $2.4M 0.03% -483.0 -3.0% $152.35 -21.1%
237 MIR MIRION TECHNOLOGIES INC Industrials 126,334.0 $2.3M 0.03% -11K -7.9% $18.59 -5.3%
238 CNR CORE NATURAL RESOURCES INC Energy 22,349.0 $2.3M 0.03% -4K -16.1% $104.73 -19.8%
239 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 14,825.0 $2.3M 0.03% -3K -16.0% $157.28 -3.7%
240 MYRG MYR GROUP INC Industrials 7,924.0 $2.2M 0.03% -409.0 -4.9% $282.32 +55.5%
Page 12 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%