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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 13 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PPL PPL CORP Utilities 204,638.0 $7.8M 0.10% -52K -20.3% $38.20 -7.2%
242 AMP AMERIPRISE FINL INC Financial Services 17,474.0 $7.8M 0.10% +979.0 +5.9% $444.40 +1.4%
243 BWA BORGWARNER INC Consumer Cyclical 142,704.0 $7.7M 0.10% +39K +37.5% $54.26 +17.1%
244 CDNS CADENCE DESIGN SYSTEM INC Technology 27,712.0 $7.7M 0.10% -4K -13.0% $277.87 +29.0%
245 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 77,718.0 $7.6M 0.10% -1K -1.6% $98.42 -4.1%
246 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 89,005.0 $7.6M 0.10% +4K +4.7% $85.66 +10.5%
247 AER AERCAP HOLDINGS NV Industrials 55,562.0 $7.6M 0.10% -26K -31.8% $137.18 +1.7%
248 DPZ DOMINOS PIZZA INC Consumer Cyclical 21,022.0 $7.5M 0.10% -999.0 -4.5% $358.79 -11.8%
249 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 132,890.0 $7.5M 0.10% -39K -22.6% $56.49 -4.2%
250 L LOEWS CORP Financial Services 69,774.0 $7.4M 0.10% +31K +78.3% $106.74 +2.3%
251 CACI CACI INTL INC Technology 13,685.0 $7.4M 0.10% +3K +25.9% $543.87 -9.9%
252 ROL ROLLINS INC Consumer Cyclical 138,490.0 $7.4M 0.09% +13K +10.5% $53.41 -0.3%
253 AYI ACUITY INC Industrials 26,350.0 $7.4M 0.09% +8K +41.8% $280.22 +0.3%
254 LULU LULULEMON ATHLETICA INC Consumer Cyclical 48,053.0 $7.4M 0.09% +982.0 +2.1% $153.10 -17.2%
255 APG API GROUP CORP Industrials 180,286.0 $7.3M 0.09% +40K +28.6% $40.52 +2.4%
256 BUNGE GLOBAL SA 57,269.0 $7.3M 0.09% -13K -19.0% $127.20
257 MET METLIFE INC Financial Services 101,890.0 $7.2M 0.09% -17K -14.5% $70.72 +19.2%
258 PINS PINTEREST INC Communication Services 390,551.0 $7.2M 0.09% +42K +12.0% $18.34 +2.6%
259 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 18,150.0 $7.1M 0.09% +4K +29.8% $391.76 +91.7%
260 NEU NEWMARKET CORP Basic Materials 11,084.0 $7.1M 0.09% +4K +60.5% $640.95 +12.4%
Page 13 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%