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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 9 of 25  ·  489 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WST WEST PHARMACEUTICAL SVSC INC Healthcare 18,100.0 $4.5M 0.06% -2K -11.6% $250.64 +21.9%
162 DHI D R HORTON INC Consumer Cyclical 32,712.0 $4.5M 0.06% -2K -5.5% $137.22 +5.0%
163 CBRE CBRE GROUP INC Real Estate 32,532.0 $4.4M 0.06% -11K -24.9% $135.46 -3.3%
164 LPLA LPL FINL HLDGS INC Financial Services 14,272.0 $4.3M 0.06% -5K -26.9% $300.83 -4.3%
165 UAL UNITED AIRLS HLDGS INC Industrials 46,523.0 $4.3M 0.06% -3K -5.2% $92.07 +6.5%
166 UHS UNIVERSAL HLTH SVCS INC Healthcare 23,142.0 $4.1M 0.05% -10K -29.6% $178.97 -8.2%
167 NXST NEXSTAR MEDIA GROUP INC Communication Services 22,729.0 $4.1M 0.05% -1K -5.2% $180.83 +4.8%
168 FLEX FLEXTRONICS INTL LTD Technology 62,117.0 $4.1M 0.05% -6K -9.5% $65.46 +100.2%
169 COF CAPITAL ONE FINL CORP Financial Services 21,744.0 $4.0M 0.05% -8K -26.1% $182.43 +2.3%
170 GM GENERAL MTRS CO Consumer Cyclical 52,360.0 $3.9M 0.05% -13K -20.0% $74.50 +3.6%
171 LIN LINDE PLC Basic Materials 7,760.0 $3.8M 0.05% -3K -25.4% $495.76 +3.8%
172 ESE ESCO TECHNOLOGIES INC Technology 13,494.0 $3.8M 0.05% -1K -8.2% $281.37 +4.2%
173 SEIC SEI INVTS CO Financial Services 48,039.0 $3.8M 0.05% -8K -14.6% $78.47 +15.7%
174 JXN JACKSON FINANCIAL INC Financial Services 35,358.0 $3.7M 0.05% -398.0 -1.1% $105.72 +2.3%
175 VIAV VIAVI SOLUTIONS INC Technology 112,221.0 $3.7M 0.05% -811.0 -0.7% $33.28 +44.5%
176 BURL BURLINGTON STORES INC Consumer Cyclical 11,183.0 $3.6M 0.05% -3K -21.8% $325.38 -2.9%
177 OVV OVINTIV INC Energy 61,011.0 $3.6M 0.05% -9K -12.6% $59.36 -0.8%
178 IP INTERNATIONAL PAPER CO Consumer Cyclical 99,665.0 $3.6M 0.04% -9K -8.5% $35.70 -11.8%
179 AIR LEASE CORP 53,477.0 $3.5M 0.04% -3K -6.0% $64.94
180 PANW PALO ALTO NETWORKS INC Technology 21,522.0 $3.5M 0.04% -4K -16.4% $160.32 +57.8%
Page 9 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%