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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 3 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CL COLGATE PALMOLIVE CO Consumer Defensive 265,983.0 $22.7M 0.29% -47K -15.0% $85.23 +6.1%
42 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5,326.0 $22.4M 0.28% -447.0 -7.7% $4210.32 -96.2%
43 RJF RAYMOND JAMES FINL INC Financial Services 154,144.0 $22.3M 0.28% -17K -9.8% $144.79 +5.0%
44 NTAP NETAPP INC Technology 217,962.0 $22.3M 0.28% -2K -0.8% $102.39 +21.1%
45 ABT ABBOTT LABORATORIES Healthcare 211,788.0 $21.7M 0.28% -14K -6.1% $102.67 -14.5%
46 ED CONSOLIDATED EDISON INC Utilities 190,378.0 $21.5M 0.27% -20K -9.6% $113.18 -5.1%
47 CMI CUMMINS INC Industrials 39,076.0 $21.0M 0.27% -5K -12.0% $538.02 +18.7%
48 TGT TARGET CORP Consumer Defensive 166,945.0 $20.2M 0.26% -2K -1.0% $121.20 +0.9%
49 TMUS T-MOBILE US INC Communication Services 95,311.0 $20.0M 0.26% -16K -14.7% $210.03 -9.5%
50 SPOT SPOTIFY TECHNOLOGY S A Communication Services 41,187.0 $20.0M 0.25% -6K -13.2% $484.91 -10.6%
51 WBD WARNER BROS DISCOVERY INC Communication Services 710,954.0 $19.5M 0.25% -39K -5.2% $27.46 -0.1%
52 REGN REGENERON PHARMACEUTICALS Healthcare 24,865.0 $19.2M 0.24% -984.0 -3.8% $772.64 -15.9%
53 CINF CINCINNATI FINL CORP Financial Services 120,308.0 $18.9M 0.24% -1K -1.2% $157.35 +7.0%
54 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 62,010.0 $18.2M 0.23% -2K -2.8% $292.75 +33.2%
55 VRTX VERTEX PHARMACEUTICALS INC Healthcare 40,573.0 $18.1M 0.23% -6K -13.3% $446.54 -3.6%
56 MKL MARKEL GROUP INC Financial Services 9,409.0 $18.0M 0.23% -777.0 -7.6% $1914.07 -3.2%
57 EXPD EXPEDITORS INTL WASH INC Industrials 122,201.0 $17.5M 0.22% -10K -7.7% $143.23 +9.7%
58 ULTA ULTA BEAUTY INC Consumer Cyclical 33,481.0 $17.5M 0.22% -4K -10.2% $522.71 -5.7%
59 AEP AMERICAN ELEC PWR CO INC Utilities 131,325.0 $17.2M 0.22% -3K -2.3% $131.08 -1.1%
60 CTVA CORTEVA INC Basic Materials 204,773.0 $17.1M 0.22% -4K -2.0% $83.71 -5.6%
Page 3 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%