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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 11 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BSX BOSTON SCIENTIFIC CORP Healthcare 149,182.0 $9.4M 0.12% -50K -25.1% $62.75 -8.9%
202 HUM HUMANA INC Healthcare 53,814.0 $9.3M 0.12% $173.39 +75.1%
203 ABNB AIRBNB INC Consumer Cyclical 73,448.0 $9.3M 0.12% +5K +8.0% $126.28 +6.3%
204 EXEL EXELIXIS INC Healthcare 215,698.0 $9.3M 0.12% +24K +12.2% $42.89 +15.8%
205 NRG NRG ENERGY INC Utilities 62,994.0 $9.2M 0.12% +7K +12.0% $146.14 -6.3%
206 CMS CMS ENERGY CORP Utilities 118,565.0 $9.2M 0.12% +71K +151.0% $77.58 -5.1%
207 HOLOGIC INC 121,158.0 $9.2M 0.12% -5K -4.3% $75.59
208 MTD METTLER TOLEDO INTERNATIONAL Healthcare 7,214.0 $9.1M 0.12% +271.0 +3.9% $1261.20 -13.5%
209 MCK MCKESSON CORP Healthcare 10,495.0 $9.1M 0.12% +1K +11.4% $865.36 -11.4%
210 ATO ATMOS ENERGY CORP Utilities 49,006.0 $9.1M 0.12% +8K +19.1% $184.72 -3.9%
211 EL LAUDER ESTEE COS INC Consumer Defensive 126,038.0 $9.0M 0.12% -15K -10.9% $71.77 +9.9%
212 RNR RENAISSANCERE HLDGS LTD Financial Services 29,950.0 $8.9M 0.11% +5K +19.9% $297.23 +2.0%
213 JCI JOHNSON CONTROLS INTERNATION Industrials 67,746.0 $8.9M 0.11% +45K +202.6% $130.95 +3.5%
214 DOCU DOCUSIGN INC Technology 187,093.0 $8.9M 0.11% +5K +2.7% $47.41 +3.3%
215 TSCO TRACTOR SUPPLY CO Consumer Cyclical 194,022.0 $8.8M 0.11% -82K -29.8% $45.30 -30.0%
216 EAT BRINKER INTL INC Consumer Cyclical 60,830.0 $8.7M 0.11% -3K -4.3% $142.77 -4.3%
217 TDY TELEDYNE TECHNOLOGIES INC Technology 14,245.0 $8.6M 0.11% -4K -20.9% $605.01 +1.5%
218 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 95,180.0 $8.6M 0.11% -10K -9.8% $90.42 -5.6%
219 KHC KRAFT HEINZ CO Consumer Defensive 377,912.0 $8.5M 0.11% -106K -21.9% $22.49 +4.7%
220 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 100,339.0 $8.5M 0.11% +22K +28.3% $84.64 -7.2%
Page 11 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%