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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 23 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ZD ZIFF DAVIS INC Communication Services 13,367.0 $561K 0.01% -7K -33.4% $41.96 +0.9%
442 PMT PENNYMAC MTG INVT TR Real Estate 45,589.0 $532K 0.01% -2K -4.8% $11.66 -9.9%
443 PFBC PREFERRED BK LOS ANGELES CA Financial Services 5,776.0 $524K 0.01% -350.0 -5.7% $90.69 +4.4%
444 EIG EMPLOYERS HLDGS INC Financial Services 12,139.0 $499K 0.01% -672.0 -5.2% $41.14 +6.4%
445 CSR CENTERSPACE Real Estate 8,626.0 $496K 0.01% -1K -13.4% $57.45 +17.3%
446 PCRX PACIRA BIOSCIENCES INC Healthcare 21,062.0 $476K 0.01% -2K -7.6% $22.60 +3.9%
447 AAT AMERICAN ASSETS TR INC Real Estate 25,354.0 $467K 0.01% -1K -4.5% $18.41 +20.3%
448 JBGS JBG SMITH PPTYS Real Estate 31,690.0 $463K 0.01% -3K -8.3% $14.61 -1.4%
449 UTL UNITIL CORP Utilities 8,825.0 $461K 0.01% -982.0 -10.0% $52.24 -1.7%
450 SCHL SCHOLASTIC CORP Communication Services 11,715.0 $458K 0.01% -1K -9.6% $39.06 +0.5%
451 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 10,586.0 $456K 0.01% -9K -47.0% $43.06 -0.7%
452 UFCS UNITED FIRE GROUP INC Financial Services 11,864.0 $440K 0.01% -474.0 -3.8% $37.06 +29.6%
453 CVI CVR ENERGY INC Energy 13,043.0 $439K 0.01% -5K -26.5% $33.65 -5.4%
454 PZZA PAPA JOHNS INTL INC Consumer Cyclical 13,521.0 $438K 0.01% -5K -25.0% $32.41 -0.2%
455 TR TOOTSIE ROLL INDS INC Consumer Defensive 10,081.0 $431K 0.01% -438.0 -4.2% $42.72 -5.5%
456 TRST TRUSTCO BK CORP N Y Financial Services 9,635.0 $422K 0.01% -208.0 -2.1% $43.78 +14.8%
457 BJRI BJS RESTAURANTS INC Consumer Cyclical 11,638.0 $408K 0.01% -404.0 -3.4% $35.10 +26.5%
458 KOP KOPPERS HOLDINGS INC Basic Materials 10,201.0 $395K 0.01% -901.0 -8.1% $38.68 +2.5%
459 ETN EATON CORP PLC Industrials 1,103.0 $395K 0.01% -3K -75.3% $357.67 +6.7%
460 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 19,528.0 $383K 0.01% -1K -6.6% $19.59 -7.3%
Page 23 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%