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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 7 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORCL ORACLE CORP Technology 55,098.0 $8.1M 0.10% -6K -9.6% $147.11 +29.0%
122 FICO FAIR ISAAC CORP Technology 7,586.0 $8.1M 0.10% -901.0 -10.6% $1067.54 +15.0%
123 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 24,295.0 $8.0M 0.10% -1K -5.7% $330.87 -9.2%
124 EIX EDISON INTL Utilities 107,260.0 $7.8M 0.10% -51K -32.1% $73.18 -3.9%
125 XEL XCEL ENERGY INC Utilities 98,694.0 $7.8M 0.10% -59K -37.5% $79.44 +0.5%
126 PPL PPL CORP Utilities 204,638.0 $7.8M 0.10% -52K -20.3% $38.20 -7.2%
127 CDNS CADENCE DESIGN SYSTEM INC Technology 27,712.0 $7.7M 0.10% -4K -13.0% $277.87 +29.0%
128 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 77,718.0 $7.6M 0.10% -1K -1.6% $98.42 -4.1%
129 AER AERCAP HOLDINGS NV Industrials 55,562.0 $7.6M 0.10% -26K -31.8% $137.18 +1.7%
130 DPZ DOMINOS PIZZA INC Consumer Cyclical 21,022.0 $7.5M 0.10% -999.0 -4.5% $358.79 -11.8%
131 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 132,890.0 $7.5M 0.10% -39K -22.6% $56.49 -4.2%
132 BUNGE GLOBAL SA 57,269.0 $7.3M 0.09% -13K -19.0% $127.20
133 MET METLIFE INC Financial Services 101,890.0 $7.2M 0.09% -17K -14.5% $70.72 +19.2%
134 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 78,640.0 $7.1M 0.09% -30K -27.7% $90.11 +14.1%
135 CNC CENTENE CORP DEL Healthcare 207,060.0 $6.8M 0.09% -16K -7.0% $32.74 +76.5%
136 CVNA CARVANA CO Consumer Cyclical 21,553.0 $6.8M 0.09% -4K -16.9% $314.38 -79.5%
137 STLD STEEL DYNAMICS INC Basic Materials 36,488.0 $6.6M 0.08% -7K -15.1% $180.00 +26.8%
138 MDLZ MONDELEZ INTL INC Consumer Defensive 113,785.0 $6.6M 0.08% -31K -21.5% $57.64 +6.7%
139 SNPS SYNOPSYS INC Technology 16,411.0 $6.5M 0.08% -4K -19.9% $396.48 +25.8%
140 GPC GENUINE PARTS CO Consumer Cyclical 60,954.0 $6.4M 0.08% -33K -35.2% $105.75 -7.7%
Page 7 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%