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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 19 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CBRE CBRE GROUP INC Real Estate 32,532.0 $4.4M 0.06% -11K -24.9% $135.46 -3.3%
362 SANM SANMINA CORP Technology 33,979.0 $4.4M 0.06% +7K +27.4% $129.64 +78.3%
363 EVEREST GROUP LTD 13,401.0 $4.4M 0.06% +4K +40.0% $326.85
364 LEIDOS HOLDINGS INC 28,153.0 $4.4M 0.06% +7K +33.2% $155.52
365 MAT MATTEL INC Consumer Cyclical 300,659.0 $4.4M 0.06% +59K +24.5% $14.53 +3.0%
366 HRB BLOCK H & R INC Consumer Cyclical 137,280.0 $4.4M 0.06% +32K +30.5% $31.74 +19.4%
367 CDW CDW CORP Technology 35,956.0 $4.4M 0.06% +31K +602.7% $121.02 -11.7%
368 ANNALY CAPITAL MANAGEMENT IN 204,187.0 $4.3M 0.06% +67K +49.2% $21.15
369 LPLA LPL FINL HLDGS INC Financial Services 14,272.0 $4.3M 0.06% -5K -26.9% $300.83 -4.3%
370 UAL UNITED AIRLS HLDGS INC Industrials 46,523.0 $4.3M 0.06% -3K -5.2% $92.07 +6.5%
371 SHW SHERWIN WILLIAMS CO Basic Materials 13,337.0 $4.3M 0.05% +101.0 +0.8% $320.55 -4.0%
372 ESI ELEMENT SOLUTIONS INC Basic Materials 124,514.0 $4.3M 0.05% +9K +7.7% $34.14 +18.2%
373 SEALED AIR CORP NEW 99,552.0 $4.2M 0.05% +17K +21.0% $42.05
374 SFM SPROUTS FMRS MKT INC Consumer Defensive 54,165.0 $4.2M 0.05% +13K +31.1% $77.13 +14.7%
375 UHS UNIVERSAL HLTH SVCS INC Healthcare 23,142.0 $4.1M 0.05% -10K -29.6% $178.97 -8.2%
376 FORM FORMFACTOR INC Technology 42,683.0 $4.1M 0.05% +4K +10.0% $96.99 +32.0%
377 NXST NEXSTAR MEDIA GROUP INC Communication Services 22,729.0 $4.1M 0.05% -1K -5.2% $180.83 +4.8%
378 W WAYFAIR INC Consumer Cyclical 54,309.0 $4.1M 0.05% +16K +42.0% $75.21 -13.9%
379 CW CURTISS WRIGHT CORP Industrials 5,977.0 $4.1M 0.05% +629.0 +11.8% $681.12 +6.7%
380 FLEX FLEXTRONICS INTL LTD Technology 62,117.0 $4.1M 0.05% -6K -9.5% $65.46 +100.2%
Page 19 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%