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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 8 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VRSK VERISK ANALYTICS INC Industrials 33,294.0 $6.3M 0.08% -18K -35.6% $189.75 -10.1%
142 ANET ARISTA NETWORKS INC Technology 49,557.0 $6.1M 0.08% -1K -2.7% $122.78 +21.0%
143 CHKP CHECK POINT SOFTWARE TECH LT Technology 42,444.0 $6.1M 0.08% -5K -10.3% $142.85 -7.8%
144 DIS DISNEY WALT CO Communication Services 60,113.0 $5.8M 0.07% -1K -1.8% $96.38 +7.5%
145 FORTINET INC 70,528.0 $5.8M 0.07% -10K -12.6% $81.72
146 ON ON SEMICONDUCTOR CORP Technology 87,160.0 $5.4M 0.07% -6K -6.7% $61.92 +77.0%
147 JBHT HUNT J B TRANS SVCS INC Industrials 25,417.0 $5.4M 0.07% -5K -16.6% $211.90 +22.3%
148 MTZ MASTEC INC Industrials 16,521.0 $5.3M 0.07% -4K -20.0% $321.74 +20.8%
149 BLK BLACKROCK INC Financial Services 5,465.0 $5.3M 0.07% -614.0 -10.1% $961.71 +10.6%
150 IT GARTNER INC Technology 32,737.0 $5.2M 0.07% -7K -17.3% $158.34 -0.7%
151 CTAS CINTAS CORP Industrials 29,650.0 $5.0M 0.06% -5K -14.1% $169.14 +1.9%
152 VMI VALMONT INDS INC Industrials 12,355.0 $4.9M 0.06% -385.0 -3.0% $399.57 +26.0%
153 UNM UNUM GROUP Financial Services 66,981.0 $4.9M 0.06% -18K -20.8% $73.03 +14.8%
154 VRT VERTIV HOLDINGS CO Industrials 19,278.0 $4.8M 0.06% -323.0 -1.6% $250.58 +26.0%
155 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 61,553.0 $4.8M 0.06% -2K -3.2% $78.03 -2.2%
156 NOW SERVICENOW INC Technology 45,873.0 $4.8M 0.06% -5K -9.3% $104.55 -4.6%
157 ES EVERSOURCE ENERGY Utilities 69,048.0 $4.8M 0.06% -70K -50.5% $69.28 +0.5%
158 ZS ZSCALER INC Technology 33,718.0 $4.7M 0.06% -1K -3.8% $140.29 +24.3%
159 TIGO MILLICOM INTL CELLULAR S A Communication Services 61,713.0 $4.6M 0.06% -1K -2.4% $74.94 +12.2%
160 GLOBUS MED INC 53,269.0 $4.6M 0.06% -1K -2.7% $86.16
Page 8 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%