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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 2 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WDC WESTERN DIGITAL CORP Technology 124,156.0 $33.6M 0.43% -15K -11.0% $270.49 +69.9%
22 GLW CORNING INC Technology 239,160.0 $32.5M 0.41% -56K -18.8% $135.97 +41.1%
23 EA ELECTRONIC ARTS INC Communication Services 158,015.0 $32.2M 0.41% -6K -3.4% $203.87 -1.0%
24 DUK DUKE ENERGY CORP NEW Utilities 239,990.0 $31.4M 0.40% -54K -18.4% $130.94 -4.8%
25 QCOM QUALCOMM INC Technology 233,523.0 $30.1M 0.38% -10K -4.2% $128.78 +57.3%
26 TER TERADYNE INC Technology 99,203.0 $29.4M 0.37% -7K -6.2% $296.46 +16.2%
27 LRCX LAM RESEARCH CORP Technology 134,889.0 $28.8M 0.37% -2K -1.7% $213.66 +41.5%
28 HIG HARTFORD INSURANCE GROUP INC Financial Services 212,208.0 $28.7M 0.36% -5K -2.2% $135.23 +0.6%
29 CME CME GROUP INC Financial Services 95,394.0 $28.2M 0.36% -1K -1.4% $295.35 -2.1%
30 SO SOUTHERN CO Utilities 288,614.0 $27.9M 0.35% -28K -8.8% $96.52 -3.0%
31 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 374,036.0 $27.1M 0.34% -37K -9.0% $72.46 +19.1%
32 PEP PEPSICO INC Consumer Defensive 172,456.0 $26.8M 0.34% -39K -18.3% $155.29 -4.1%
33 COP CONOCOPHILLIPS Energy 201,382.0 $26.6M 0.34% -29K -12.7% $132.00 -8.7%
34 TRV TRAVELERS COMPANIES INC Financial Services 87,119.0 $25.4M 0.32% -7K -7.6% $291.68 +5.2%
35 WFC WELLS FARGO & CO Financial Services 313,790.0 $25.0M 0.32% -16K -5.0% $79.61 -4.8%
36 EOG EOG RES INC Energy 170,769.0 $24.7M 0.31% -37K -17.7% $144.57 -3.2%
37 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 267,100.0 $24.7M 0.31% -64K -19.2% $92.31 +0.0%
38 FDX FEDEX CORP Industrials 68,416.0 $24.4M 0.31% -2K -3.3% $356.18 +9.2%
39 APP APPLOVIN CORP Technology 59,343.0 $23.6M 0.30% -3K -5.0% $398.00 +22.1%
40 ADSK AUTODESK INC Technology 95,265.0 $22.8M 0.29% -4K -4.2% $239.40 +0.3%
Page 2 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%