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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 16 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SEDG SOLAREDGE TECHNOLOGIES INC Energy 29,816.0 $1.5M 0.02% -7K -19.9% $51.05 +10.1%
302 AWR AMER STATES WTR CO Utilities 19,678.0 $1.5M 0.02% -1K -5.2% $75.62 +0.9%
303 HIMS HIMS & HERS HEALTH INC Healthcare 70,745.0 $1.5M 0.02% -6K -7.8% $20.76 +15.7%
304 VCYT VERACYTE INC Healthcare 45,412.0 $1.5M 0.02% -1K -2.3% $32.21 +40.3%
305 WDFC WD 40 CO Basic Materials 7,132.0 $1.5M 0.02% -171.0 -2.3% $203.94 +2.0%
306 QTWO Q2 HLDGS INC Technology 30,224.0 $1.4M 0.02% -2K -7.6% $47.30 -0.5%
307 SPGI S&P GLOBAL INC Financial Services 3,350.0 $1.4M 0.02% -909.0 -21.3% $425.34 -2.0%
308 CENX CENTURY ALUM CO Basic Materials 24,204.0 $1.4M 0.02% -4K -15.2% $58.69 +3.0%
309 ACLS AXCELIS TECHNOLOGIES INC Technology 15,080.0 $1.4M 0.02% -481.0 -3.1% $93.08 +63.8%
310 KMT KENNAMETAL INC Industrials 38,765.0 $1.4M 0.02% -453.0 -1.2% $36.13 -2.5%
311 CWT CALIFORNIA WTR SVC GROUP Utilities 30,703.0 $1.4M 0.02% -3K -9.3% $45.34 -4.7%
312 WU WESTERN UN CO Financial Services 158,920.0 $1.4M 0.02% -4K -2.5% $8.73 -1.7%
313 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 64,454.0 $1.4M 0.02% -3K -4.6% $21.45 +19.3%
314 PODD INSULET CORP Healthcare 6,545.0 $1.4M 0.02% -2K -25.9% $209.84 -25.4%
315 CARG CARGURUS INC Consumer Cyclical 40,224.0 $1.4M 0.02% -3K -7.7% $34.05 -18.9%
316 CPRX CATALYST PHARMACEUTICALS INC Healthcare 55,303.0 $1.4M 0.02% -9K -13.6% $24.76 +26.3%
317 HON HONEYWELL INTL INC Industrials 6,021.0 $1.4M 0.02% -5K -45.3% $226.03 -1.0%
318 MASI MASIMO CORP Healthcare 7,626.0 $1.4M 0.02% -4K -32.9% $177.87 +0.4%
319 RRR RED ROCK RESORTS INC Consumer Cyclical 25,271.0 $1.3M 0.02% -1K -5.0% $53.36 -1.7%
320 PARR PAR PAC HOLDINGS INC Energy 21,430.0 $1.3M 0.02% -8K -26.8% $62.64 -7.7%
Page 16 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%