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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 17 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DTE DTE ENERGY CO Utilities 36,425.0 $5.3M 0.07% +32K +730.9% $146.22 -1.7%
322 MTZ MASTEC INC Industrials 16,521.0 $5.3M 0.07% -4K -20.0% $321.74 +20.8%
323 TXT TEXTRON INC Industrials 60,140.0 $5.3M 0.07% +9K +18.4% $87.56 +2.2%
324 BLK BLACKROCK INC Financial Services 5,465.0 $5.3M 0.07% -614.0 -10.1% $961.71 +10.6%
325 UGI UGI CORP NEW Utilities 143,875.0 $5.2M 0.07% +15K +11.8% $36.42 -3.6%
326 CSL CARLISLE COS INC Industrials 15,601.0 $5.2M 0.07% +11K +259.1% $333.62 -0.4%
327 IT GARTNER INC Technology 32,737.0 $5.2M 0.07% -7K -17.3% $158.34 -0.7%
328 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 114,668.0 $5.1M 0.07% +15K +15.0% $44.84 +6.6%
329 HOOD ROBINHOOD MKTS INC Financial Services 74,122.0 $5.1M 0.07% +12K +19.2% $69.30 +9.6%
330 MSM MSC INDL DIRECT INC Industrials 55,061.0 $5.1M 0.07% +18K +46.7% $92.27 +14.9%
331 CTAS CINTAS CORP Industrials 29,650.0 $5.0M 0.06% -5K -14.1% $169.14 +1.9%
332 G GENPACT LIMITED Technology 134,443.0 $5.0M 0.06% $37.25 -14.1%
333 CI THE CIGNA GROUP Healthcare 18,769.0 $5.0M 0.06% +4K +23.2% $266.75 +5.7%
334 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 37,547.0 $5.0M 0.06% +7K +23.4% $133.11 -14.4%
335 AON AON PLC Financial Services 15,480.0 $5.0M 0.06% +768.0 +5.2% $322.78 +0.4%
336 WELL WELLTOWER INC Real Estate 25,134.0 $5.0M 0.06% +18K +251.3% $197.71 +10.6%
337 EMN EASTMAN CHEM CO Basic Materials 64,799.0 $4.9M 0.06% +5K +9.0% $76.32 -4.1%
338 CART MAPLEBEAR INC Consumer Cyclical 131,922.0 $4.9M 0.06% +14K +12.1% $37.46 +7.0%
339 VMI VALMONT INDS INC Industrials 12,355.0 $4.9M 0.06% -385.0 -3.0% $399.57 +26.0%
340 UNM UNUM GROUP Financial Services 66,981.0 $4.9M 0.06% -18K -20.8% $73.03 +14.8%
Page 17 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%