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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 5 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FERG FERGUSON ENTERPRISES INC Industrials 63,681.0 $14.9M 0.19% -661.0 -1.0% $233.26 -4.1%
82 SYY SYSCO CORP Consumer Defensive 205,602.0 $14.7M 0.19% -44K -17.5% $71.33 +5.8%
83 VTR VENTAS INC Real Estate 174,014.0 $14.2M 0.18% -13K -7.1% $81.78 +8.3%
84 PSX PHILLIPS 66 Energy 77,510.0 $14.1M 0.18% -29K -27.0% $182.18 -1.6%
85 EVRG EVERGY INC Utilities 172,070.0 $14.1M 0.18% -27K -13.3% $81.92 +2.1%
86 CB CHUBB LTD SWITZ Financial Services 41,654.0 $13.6M 0.17% -8K -16.0% $325.93 +1.3%
87 MSI MOTOROLA SOLUTIONS INC Technology 30,916.0 $13.4M 0.17% -15K -32.6% $433.97 -7.8%
88 CRM SALESFORCE INC Technology 70,513.0 $13.2M 0.17% -680.0 -1.0% $186.67 -5.5%
89 GWW WW GRAINGER INC Industrials 11,868.0 $12.9M 0.17% -651.0 -5.2% $1090.81 +13.6%
90 NKE NIKE INC Consumer Cyclical 238,299.0 $12.6M 0.16% -35K -12.8% $52.82 -16.0%
91 OXY OCCIDENTAL PETE CORP Energy 191,281.0 $12.4M 0.16% -6K -3.0% $65.00 -9.5%
92 CCL CARNIVAL CORP Consumer Cyclical 480,034.0 $12.4M 0.16% -72K -13.1% $25.88 +1.2%
93 KDP KEURIG DR PEPPER INC Consumer Defensive 461,189.0 $12.1M 0.15% -103K -18.3% $26.33 +9.3%
94 ILMN ILLUMINA INC Healthcare 97,471.0 $12.0M 0.15% -5K -5.0% $123.26 +17.5%
95 TWLO TWILIO INC Communication Services 94,745.0 $11.9M 0.15% -15K -13.4% $125.82 +50.5%
96 VLO VALERO ENERGY CORP Energy 46,240.0 $11.4M 0.14% -5K -9.3% $247.08 +2.7%
97 OTIS OTIS WORLDWIDE CORP Industrials 147,016.0 $11.3M 0.14% -2K -1.2% $77.08 -7.1%
98 AIG AMERICAN INTL GROUP INC Financial Services 149,346.0 $11.2M 0.14% -39K -20.6% $75.25 +4.5%
99 O REALTY INCOME CORP Real Estate 180,166.0 $11.0M 0.14% -58K -24.5% $61.18 +1.7%
100 HPE HEWLETT PACKARD ENTERPRISE C Technology 450,154.0 $10.7M 0.14% -35K -7.2% $23.81 +42.7%
Page 5 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%