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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 24 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SCSC SCANSOURCE INC Technology 10,504.0 $381K 0.01% -480.0 -4.4% $36.30 +18.7%
462 PSKY PARAMOUNT SKYDANCE CORP Communication Services 42,080.0 $380K 0.01% -111K -72.6% $9.02 +12.3%
463 PURSUIT ATTRACTIONS AND HOSP 10,157.0 $372K 0.01% -1K -10.3% $36.63
464 BX BLACKSTONE INC Financial Services 3,185.0 $366K 0.01% -5K -62.9% $114.99 +3.1%
465 RWT REDWOOD TRUST INC Real Estate 65,205.0 $366K 0.01% -5K -6.5% $5.61 -5.7%
466 FBRT FRANKLIN BSP RLTY TR INC Real Estate 42,005.0 $357K 0.01% -1K -3.0% $8.49 +2.8%
467 MCW MISTER CAR WASH INC Consumer Cyclical 50,767.0 $354K 0.01% -1K -2.3% $6.97 +1.9%
468 NPK NATIONAL PRESTO INDS INC Industrials 2,566.0 $352K 0.00% -32.0 -1.2% $137.06 -6.0%
469 AVNS AVANOS MED INC Healthcare 25,006.0 $350K 0.00% -584.0 -2.3% $14.01 +76.3%
470 AMN AMN HEALTHCARE SVCS INC Healthcare 18,799.0 $345K 0.00% -3K -13.7% $18.34 +39.9%
471 SNOW SNOWFLAKE INC Technology 2,279.0 $344K 0.00% -3K -58.1% $150.82 +10.7%
472 WSR WHITESTONE REIT Real Estate 21,216.0 $343K 0.00% -3K -12.7% $16.15 +17.5%
473 QNST QUINSTREET INC Communication Services 28,389.0 $341K 0.00% -855.0 -2.9% $12.01 -0.2%
474 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 21,922.0 $338K 0.00% -2K -7.8% $15.42 +4.3%
475 MMI MARCUS & MILLICHAP INC Real Estate 12,702.0 $338K 0.00% -1K -8.1% $26.59 +7.3%
476 AMSF AMERISAFE INC Financial Services 9,707.0 $324K 0.00% -2K -14.6% $33.33 -6.1%
477 ADAMM ADAMAS TRUST INC. Financial Services 43,818.0 $322K 0.00% -4K -9.0% $7.36 +245.9%
478 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 12,235.0 $306K 0.00% -651.0 -5.0% $25.00 +18.0%
479 GEN GEN DIGITAL INC Technology 15,920.0 $300K 0.00% -29K -64.6% $18.83 +32.0%
480 CVLT COMMVAULT SYS INC Technology 3,803.0 $296K 0.00% -5K -58.7% $77.89 +36.1%
Page 24 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%