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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 6 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SYK STRYKER CORPORATION Healthcare 32,353.0 $10.6M 0.14% -7K -17.4% $328.59 -2.2%
102 CHD CHURCH & DWIGHT CO INC Consumer Defensive 110,467.0 $10.3M 0.13% -20K -15.1% $93.32 +2.5%
103 DASH DOORDASH INC Communication Services 67,536.0 $10.1M 0.13% -13K -16.6% $150.15 +6.1%
104 VLTO VERALTO CORP Industrials 114,321.0 $10.1M 0.13% -12K -9.8% $88.42 -2.5%
105 CPNG COUPANG INC Consumer Cyclical 527,469.0 $10.0M 0.13% -53K -9.2% $18.88 -16.7%
106 TT TRANE TECHNOLOGIES PLC Industrials 23,781.0 $9.9M 0.13% -5K -17.2% $416.74 +8.4%
107 KMB KIMBERLY-CLARK CORP Consumer Defensive 100,670.0 $9.7M 0.12% -46K -31.2% $96.47 +2.3%
108 TSN TYSON FOODS INC Consumer Defensive 148,868.0 $9.5M 0.12% -8K -5.4% $64.07 +3.8%
109 BSX BOSTON SCIENTIFIC CORP Healthcare 149,182.0 $9.4M 0.12% -50K -25.1% $62.75 -8.9%
110 HOLOGIC INC 121,158.0 $9.2M 0.12% -5K -4.3% $75.59
111 EL LAUDER ESTEE COS INC Consumer Defensive 126,038.0 $9.0M 0.12% -15K -10.9% $71.77 +9.9%
112 TSCO TRACTOR SUPPLY CO Consumer Cyclical 194,022.0 $8.8M 0.11% -82K -29.8% $45.30 -30.0%
113 EAT BRINKER INTL INC Consumer Cyclical 60,830.0 $8.7M 0.11% -3K -4.3% $142.77 -4.3%
114 TDY TELEDYNE TECHNOLOGIES INC Technology 14,245.0 $8.6M 0.11% -4K -20.9% $605.01 +1.5%
115 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 95,180.0 $8.6M 0.11% -10K -9.8% $90.42 -5.6%
116 KHC KRAFT HEINZ CO Consumer Defensive 377,912.0 $8.5M 0.11% -106K -21.9% $22.49 +4.7%
117 WPC WP CAREY INC Real Estate 124,942.0 $8.5M 0.11% -21K -14.2% $67.96 +10.4%
118 TROW PRICE T ROWE GROUP INC Financial Services 93,885.0 $8.5M 0.11% -7K -7.1% $90.14 +13.0%
119 AKAM AKAMAI TECHNOLOGIES INC Technology 72,697.0 $8.3M 0.11% -30K -29.2% $114.85 +27.3%
120 BLDR BUILDERS FIRSTSOURCE INC Industrials 99,377.0 $8.2M 0.10% -17K -14.4% $82.33 -10.3%
Page 6 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%