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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 19 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 WM WASTE MGMT INC DEL Industrials 4,538.0 $1.0M 0.01% -5K -53.2% $229.79 -4.4%
362 DRH DIAMONDROCK HOSPITALITY CO Real Estate 109,197.0 $1.0M 0.01% -4K -3.6% $9.37 +15.0%
363 STRA STRATEGIC ED INC Consumer Defensive 12,299.0 $1.0M 0.01% -242.0 -1.9% $82.96 -3.6%
364 CXW CORECIVIC INC Real Estate 53,843.0 $1.0M 0.01% -2K -4.3% $18.91 +11.7%
365 CALY CALLAWAY GOLF CO Consumer Cyclical 72,359.0 $1.0M 0.01% -13K -14.9% $13.88 +14.4%
366 AMR ALPHA METALLURGICAL RESOUR I Energy 4,798.0 $985K 0.01% -497.0 -9.4% $205.27 -16.1%
367 EXTR EXTREME NETWORKS INC Technology 65,103.0 $982K 0.01% -4K -5.3% $15.08 +58.5%
368 MANH MANHATTAN ASSOCIATES INC Technology 7,277.0 $969K 0.01% -4K -34.1% $133.12 +1.1%
369 SPSC SPS COMM INC Technology 17,226.0 $959K 0.01% -3K -13.8% $55.67 -3.5%
370 ARMOUR RESIDENTIAL REIT INC 56,754.0 $947K 0.01% -7K -10.3% $16.68
371 GNL GLOBAL NET LEASE INC Real Estate 100,388.0 $940K 0.01% -7K -6.4% $9.36 +0.2%
372 HTO H2O AMERICA Utilities 16,009.0 $939K 0.01% -1K -5.9% $58.67 -1.9%
373 RRC RANGE RES CORP Energy 20,777.0 $939K 0.01% -14K -39.6% $45.18 -6.9%
374 CNS COHEN & STEERS INC Financial Services 14,833.0 $928K 0.01% -391.0 -2.6% $62.55 +15.3%
375 LTC LTC PPTYS INC Real Estate 24,831.0 $923K 0.01% -1K -4.4% $37.16 +4.0%
376 TALO TALOS ENERGY INC Energy 58,514.0 $922K 0.01% -9K -12.9% $15.76 +2.8%
377 MD PEDIATRIX MEDICAL GROUP INC Healthcare 42,959.0 $919K 0.01% -9K -17.7% $21.39 +0.7%
378 EVTC EVERTEC INC Technology 32,428.0 $915K 0.01% -3K -7.6% $28.22 -12.7%
379 BL BLACKLINE INC Technology 24,727.0 $915K 0.01% -3K -9.8% $37.00 -21.8%
380 HMN HORACE MANN EDUCATORS CORP N Financial Services 21,315.0 $910K 0.01% -1K -5.2% $42.68 +11.6%
Page 19 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%