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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 13 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GDDY GODADDY INC Technology 26,892.0 $2.2M 0.03% -9K -24.0% $82.67 +10.8%
242 SOLV SOLVENTUM CORP Healthcare 33,805.0 $2.2M 0.03% -2K -5.1% $65.30 +16.6%
243 OSIS OSI SYSTEMS INC Technology 8,295.0 $2.2M 0.03% -546.0 -6.2% $265.51 -21.7%
244 TDS TELEPHONE & DATA SYS INC Communication Services 51,162.0 $2.2M 0.03% -5K -9.4% $42.10 -1.2%
245 DAN DANA INC Consumer Cyclical 63,672.0 $2.1M 0.03% -7K -9.6% $33.65 +0.6%
246 ITRI ITRON INC Technology 23,836.0 $2.1M 0.03% -1K -4.6% $89.63 -8.7%
247 MDU MDU RES GROUP INC Industrials 102,228.0 $2.1M 0.03% -17K -14.3% $20.72 +5.4%
248 SKT TANGER INC Real Estate 61,137.0 $2.1M 0.03% -1K -1.7% $33.98 +4.9%
249 CVSA COVISTA INC Consumer Cyclical 17,939.0 $2.1M 0.03% -1K -7.4% $115.25 +7.7%
250 OUTFRONT MEDIA INC 77,839.0 $2.1M 0.03% -549.0 -0.7% $26.50
251 ACIW ACI WORLDWIDE INC Technology 49,994.0 $2.1M 0.03% -6K -10.4% $41.01 +3.7%
252 TPH TRI POINTE HOMES INC Consumer Cyclical 43,827.0 $2.0M 0.03% -5K -9.4% $46.73 +0.5%
253 AN AUTONATION INC Consumer Cyclical 10,300.0 $2.0M 0.03% -4K -25.8% $195.26 -4.5%
254 PEN PENUMBRA INC Healthcare 6,076.0 $2.0M 0.03% -3K -30.9% $328.37 -0.1%
255 MTDR MATADOR RES CO Energy 31,183.0 $2.0M 0.03% -7K -18.7% $63.18 -11.2%
256 TMDX TRANSMEDICS GROUP INC Healthcare 19,618.0 $2.0M 0.03% -915.0 -4.5% $99.41 -31.6%
257 ZTS ZOETIS INC Healthcare 16,297.0 $1.9M 0.03% -3K -14.3% $118.21 -32.6%
258 LRN STRIDE INC Consumer Defensive 21,731.0 $1.9M 0.02% -2K -8.1% $88.17 -0.6%
259 NWS NEWS CORP NEW Communication Services 66,610.0 $1.9M 0.02% -6K -7.8% $28.51 +5.5%
260 POST POST HLDGS INC Consumer Defensive 19,073.0 $1.9M 0.02% -3K -11.8% $98.86 -1.4%
Page 13 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%