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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 10 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CHD CHURCH & DWIGHT CO INC Consumer Defensive 110,467.0 $10.3M 0.13% -20K -15.1% $93.32 +2.5%
182 DASH DOORDASH INC Communication Services 67,536.0 $10.1M 0.13% -13K -16.6% $150.15 +6.1%
183 VLTO VERALTO CORP Industrials 114,321.0 $10.1M 0.13% -12K -9.8% $88.42 -2.5%
184 CPNG COUPANG INC Consumer Cyclical 527,469.0 $10.0M 0.13% -53K -9.2% $18.88 -16.7%
185 BKR BAKER HUGHES COMPANY Energy 162,671.0 $9.9M 0.13% +5K +3.1% $61.05 +7.8%
186 GAP GAP INC Consumer Cyclical 410,346.0 $9.9M 0.13% +69K +20.3% $24.20 -4.3%
187 TT TRANE TECHNOLOGIES PLC Industrials 23,781.0 $9.9M 0.13% -5K -17.2% $416.74 +8.4%
188 MCD MCDONALDS CORP Consumer Cyclical 31,884.0 $9.9M 0.13% +2K +7.3% $310.79 -8.6%
189 DVN DEVON ENERGY CORP NEW Energy 194,773.0 $9.8M 0.12% +26K +15.6% $50.32 -6.4%
190 INTU INTUIT Technology 22,613.0 $9.8M 0.12% +2K +8.3% $432.38 -29.0%
191 SCHW SCHWAB CHARLES CORP Financial Services 103,657.0 $9.7M 0.12% +29K +39.3% $93.98 -4.1%
192 KMB KIMBERLY-CLARK CORP Consumer Defensive 100,670.0 $9.7M 0.12% -46K -31.2% $96.47 +2.3%
193 FFIV F5 INC Technology 33,500.0 $9.7M 0.12% +728.0 +2.2% $289.33 +32.6%
194 PPG PPG INDS INC Basic Materials 90,423.0 $9.7M 0.12% +3K +2.9% $106.88 -2.3%
195 FOXA FOX CORP Communication Services 165,062.0 $9.6M 0.12% +13K +8.3% $58.40 +10.0%
196 TSN TYSON FOODS INC Consumer Defensive 148,868.0 $9.5M 0.12% -8K -5.4% $64.07 +3.8%
197 SWKS SKYWORKS SOLUTIONS INC Technology 176,744.0 $9.5M 0.12% +16K +10.1% $53.55 +38.8%
198 PHM PULTE GROUP INC Consumer Cyclical 79,890.0 $9.4M 0.12% +2K +2.6% $117.61 -1.1%
199 APH AMPHENOL CORP Technology 74,295.0 $9.4M 0.12% +14K +22.4% $126.35 -1.2%
200 FIX COMFORT SYS USA INC Industrials 6,797.0 $9.4M 0.12% +384.0 +6.0% $1378.99 +33.0%
Page 10 of 57  ·  1,127 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%