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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 15 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PTEN PATTERSON-UTI ENERGY INC Energy 152,491.0 $1.7M 0.02% -19K -11.3% $10.83 +13.4%
282 KD KYNDRYL HLDGS INC Technology 125,439.0 $1.6M 0.02% -12K -8.7% $13.12 -8.0%
283 RPRX ROYALTY PHARMA PLC Healthcare 34,222.0 $1.6M 0.02% -6K -15.1% $47.97 +10.6%
284 VCTR VICTORY CAP HLDGS INC DEL Financial Services 25,046.0 $1.6M 0.02% -2K -5.7% $65.48 +27.7%
285 NATL NCR ATLEOS CORPORATION Technology 37,554.0 $1.6M 0.02% -2K -3.9% $43.58 +2.8%
286 KNSL KINSALE CAP GROUP INC Financial Services 4,788.0 $1.6M 0.02% -453.0 -8.6% $341.66 -8.7%
287 CNK CINEMARK HLDGS INC Communication Services 56,809.0 $1.6M 0.02% -4K -6.1% $28.52 -6.7%
288 INSW INTERNATIONAL SEAWAYS INC Energy 22,100.0 $1.6M 0.02% -1K -5.9% $72.88 +16.8%
289 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 30,531.0 $1.6M 0.02% -4K -11.2% $52.75 +11.1%
290 CUSHMAN AND WAKEFIELD LTD 131,277.0 $1.6M 0.02% -7K -4.9% $12.26
291 CPK CHESAPEAKE UTILS CORP Utilities 12,663.0 $1.6M 0.02% -1K -8.2% $126.37 +0.5%
292 ITGR INTEGER HLDGS CORP Healthcare 18,122.0 $1.6M 0.02% -953.0 -5.0% $88.00 +2.3%
293 UNF UNIFIRST CORP MASS Industrials 6,334.0 $1.6M 0.02% -1K -17.8% $251.59 +5.1%
294 SXI STANDEX INTL CORP Industrials 6,185.0 $1.6M 0.02% -356.0 -5.4% $254.86 -0.4%
295 MGEE MGE ENERGY INC Utilities 20,264.0 $1.6M 0.02% -173.0 -0.8% $77.29 -1.7%
296 OZK BANK OZK LITTLE ROCK ARK Financial Services 33,829.0 $1.6M 0.02% -4K -11.6% $45.89 +5.0%
297 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 80,254.0 $1.5M 0.02% -1K -1.5% $19.15 -6.1%
298 SNX TD SYNNEX CORPORATION Technology 9,080.0 $1.5M 0.02% -2K -16.2% $168.71 +36.7%
299 CALX CALIX INC Technology 31,201.0 $1.5M 0.02% -521.0 -1.6% $48.99 -21.6%
300 PPC PILGRIMS PRIDE CORP Consumer Defensive 40,480.0 $1.5M 0.02% -13K -24.7% $37.76 -24.1%
Page 15 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%