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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 4 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 YUM YUM BRANDS INC Consumer Cyclical 109,046.0 $17.0M 0.22% -15K -11.9% $155.48 -1.8%
62 VICI VICI PPTYS INC Real Estate 612,739.0 $16.7M 0.21% -104K -14.5% $27.32 +4.0%
63 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 228,446.0 $16.6M 0.21% -15K -6.3% $72.69 +6.1%
64 KEYS KEYSIGHT TECHNOLOGIES INC Technology 58,480.0 $16.5M 0.21% -27K -31.6% $282.37 +19.5%
65 MPC MARATHON PETE CORP Energy 67,266.0 $16.4M 0.21% -9K -11.7% $244.18 +1.7%
66 MDT MEDTRONIC PLC Healthcare 189,335.0 $16.4M 0.21% -24K -11.4% $86.65 -9.8%
67 WRB BERKLEY W R CORP Financial Services 245,499.0 $16.3M 0.21% -5K -2.1% $66.28 +3.0%
68 SNA SNAP ON INC Industrials 44,415.0 $16.1M 0.20% -2K -3.5% $363.22 -0.9%
69 ACGL ARCH CAP GROUP LTD Financial Services 166,604.0 $16.0M 0.20% -15K -8.5% $95.99 +0.1%
70 WSM WILLIAMS SONOMA INC Consumer Cyclical 87,441.0 $15.9M 0.20% -7K -7.8% $182.33 -1.1%
71 NVR NVR INC Consumer Cyclical 2,415.0 $15.9M 0.20% -277.0 -10.3% $6589.83 -8.2%
72 CVS CVS HEALTH CORP Healthcare 220,451.0 $15.8M 0.20% -16K -6.6% $71.82 +29.9%
73 UBER UBER TECHNOLOGIES INC Technology 219,348.0 $15.8M 0.20% -12K -5.2% $71.93 +3.7%
74 INTC INTEL CORP Technology 357,228.0 $15.8M 0.20% -113K -24.0% $44.13 +168.5%
75 ZM ZOOM COMMUNICATIONS INC Technology 195,262.0 $15.7M 0.20% -70K -26.3% $80.39 +23.7%
76 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 255,186.0 $15.7M 0.20% -27K -9.6% $61.35 -14.7%
77 GRMN GARMIN LTD Technology 67,305.0 $15.6M 0.20% -10K -13.3% $232.01 +3.3%
78 PFE PFIZER INC Healthcare 539,823.0 $15.2M 0.19% -50K -8.5% $28.08 -7.6%
79 AFL AFLAC INC Financial Services 136,941.0 $15.0M 0.19% -37K -21.4% $109.71 +7.4%
80 LOW LOWES COS INC Consumer Cyclical 63,145.0 $14.9M 0.19% -8K -10.7% $236.28 -8.0%
Page 4 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%