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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 14 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 78,640.0 $7.1M 0.09% -30K -27.7% $90.11 +14.1%
262 HST HOST HOTELS & RESORTS INC Real Estate 364,309.0 $7.0M 0.09% +5K +1.4% $19.16 +17.0%
263 PRIM PRIMORIS SVCS CORP Industrials 48,384.0 $6.9M 0.09% +39K +403.4% $143.04 -25.4%
264 DDS DILLARDS INC Consumer Cyclical 11,903.0 $6.8M 0.09% +4K +48.8% $572.11 -3.5%
265 INSTALLED BLDG PRODS INC 25,661.0 $6.8M 0.09% +7K +39.8% $265.15
266 CNC CENTENE CORP DEL Healthcare 207,060.0 $6.8M 0.09% -16K -7.0% $32.74 +76.5%
267 CVNA CARVANA CO Consumer Cyclical 21,553.0 $6.8M 0.09% -4K -16.9% $314.38 -79.5%
268 CRH PLC 63,971.0 $6.7M 0.09% +11K +21.2% $105.12
269 MRSH MARSH & MCLENNAN COS INC Financial Services 38,326.0 $6.6M 0.09% +1K +3.0% $173.45 -4.8%
270 AVY AVERY DENNISON CORP Industrials 38,438.0 $6.6M 0.08% +8K +25.2% $172.68 -8.0%
271 ACI ALBERTSONS COS INC Consumer Defensive 387,906.0 $6.6M 0.08% +12K +3.2% $17.04 -4.5%
272 MAS MASCO CORP Industrials 109,418.0 $6.6M 0.08% +53K +92.8% $60.37 +11.2%
273 DBX DROPBOX INC Technology 289,178.0 $6.6M 0.08% +46K +18.8% $22.72 +19.9%
274 STLD STEEL DYNAMICS INC Basic Materials 36,488.0 $6.6M 0.08% -7K -15.1% $180.00 +26.8%
275 MDLZ MONDELEZ INTL INC Consumer Defensive 113,785.0 $6.6M 0.08% -31K -21.5% $57.64 +6.7%
276 GL GLOBE LIFE INC Financial Services 46,856.0 $6.5M 0.08% +2K +4.4% $139.17 +12.5%
277 SNPS SYNOPSYS INC Technology 16,411.0 $6.5M 0.08% -4K -19.9% $396.48 +25.8%
278 MUSA MURPHY USA INC Consumer Cyclical 13,122.0 $6.5M 0.08% +2K +23.2% $493.97 +10.2%
279 ALLE ALLEGION PLC Industrials 44,423.0 $6.5M 0.08% +11K +33.0% $145.29 -10.0%
280 GPC GENUINE PARTS CO Consumer Cyclical 60,954.0 $6.4M 0.08% -33K -35.2% $105.75 -7.7%
Page 14 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%