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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 14 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SHAK SHAKE SHACK INC Consumer Cyclical 21,303.0 $1.9M 0.02% -3K -13.8% $88.47 -28.3%
262 WAY WAYSTAR HLDG CORP Technology 77,486.0 $1.9M 0.02% -70K -47.5% $24.11 -20.3%
263 BTU PEABODY ENGR CORP Energy 56,554.0 $1.9M 0.02% -7K -11.2% $32.95 -25.9%
264 WSFS WSFS FINL CORP Financial Services 28,225.0 $1.8M 0.02% -2K -5.2% $65.46 +9.7%
265 OTTR OTTER TAIL CORP Utilities 20,998.0 $1.8M 0.02% -1K -5.4% $87.77 -1.3%
266 AGO ASSURED GUARANTY LTD Financial Services 22,500.0 $1.8M 0.02% -2K -9.2% $81.48 -3.4%
267 VIRT VIRTU FINL INC Financial Services 41,550.0 $1.8M 0.02% -1K -3.5% $43.98 +22.3%
268 EQT EQT CORP Energy 28,421.0 $1.8M 0.02% -6K -18.1% $63.64 -9.3%
269 CALM CAL MAINE FOODS INC Consumer Defensive 22,847.0 $1.8M 0.02% -1K -4.3% $79.15 -2.8%
270 AMER SPORTS INC 54,888.0 $1.8M 0.02% -31K -35.7% $32.92
271 KTB KONTOOR BRANDS INC Consumer Cyclical 25,627.0 $1.8M 0.02% -5K -15.4% $70.29 -1.3%
272 LGND LIGAND PHARMACEUTICALS INC Healthcare 8,961.0 $1.8M 0.02% -3K -23.5% $199.65 +11.3%
273 AVA AVISTA CORP Utilities 42,392.0 $1.7M 0.02% -4K -8.7% $40.14 +1.9%
274 GNW GENWORTH FINL INC Financial Services 208,144.0 $1.7M 0.02% -10K -4.8% $8.12 +13.9%
275 KFY KORN FERRY Industrials 26,765.0 $1.7M 0.02% -790.0 -2.9% $62.95 +5.9%
276 CG CARLYLE GROUP INC Financial Services 34,701.0 $1.7M 0.02% -34K -49.2% $48.39 -6.7%
277 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 22,399.0 $1.7M 0.02% -888.0 -3.8% $74.89 +14.5%
278 PLMR PALOMAR HLDGS INC Financial Services 13,945.0 $1.7M 0.02% -1K -8.3% $119.50 -3.1%
279 BOX BOX INC Technology 70,039.0 $1.7M 0.02% -6K -7.8% $23.64 +7.4%
280 SSNC SS&C TECH HLDGS Technology 24,482.0 $1.7M 0.02% -6K -19.7% $67.57 -0.5%
Page 14 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%