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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 2 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 T AT&T INC Communication Services 1,556,149.0 $45.1M 0.57% -111K -6.6% $28.99 -14.0%
22 GILD GILEAD SCIENCES INC Healthcare 319,464.0 $44.5M 0.57% -50K -13.6% $139.37 -6.4%
23 PM PHILIP MORRIS INTL INC Consumer Defensive 265,572.0 $43.9M 0.56% -2K -0.9% $165.34 +14.1%
24 MO ALTRIA GROUP INC Consumer Defensive 662,925.0 $43.7M 0.56% -5K -0.8% $65.99 +11.7%
25 BK BANK NEW YORK MELLON CORP Financial Services 355,900.0 $42.2M 0.54% -15K -4.1% $118.63 +17.2%
26 TJX TJX COS INC NEW Consumer Cyclical 255,770.0 $40.8M 0.52% -57K -18.1% $159.70 -0.3%
27 MA MASTERCARD INCORPORATED Financial Services 78,712.0 $39.3M 0.50% +7K +9.7% $499.66 -0.0%
28 ABBV ABBVIE INC Healthcare 175,516.0 $38.2M 0.49% +7K +4.1% $217.49 -1.3%
29 BMY BRISTOL-MYERS SQUIBB CO Healthcare 625,642.0 $37.9M 0.48% -87K -12.2% $60.65 -1.8%
30 PG PROCTER & GAMBLE CO Consumer Defensive 256,224.0 $37.0M 0.47% -8K -3.0% $144.44 -1.4%
31 ALL ALLSTATE CORP Financial Services 170,849.0 $35.4M 0.45% -1K -0.6% $207.34 +3.4%
32 ROST ROSS STORES INC Consumer Cyclical 160,947.0 $34.9M 0.44% -5K -2.7% $216.63 -1.8%
33 KR KROGER CO Consumer Defensive 480,933.0 $34.8M 0.44% -66K -12.1% $72.36 -7.3%
34 CSCO CISCO SYS INC Technology 434,003.0 $33.7M 0.43% -14K -3.1% $77.59 +52.3%
35 AMAT APPLIED MATLS INC Technology 98,322.0 $33.6M 0.43% -4K -4.1% $341.79 +25.0%
36 WDC WESTERN DIGITAL CORP Technology 124,156.0 $33.6M 0.43% -15K -11.0% $270.49 +69.9%
37 GLW CORNING INC Technology 239,160.0 $32.5M 0.41% -56K -18.8% $135.97 +41.1%
38 EA ELECTRONIC ARTS INC Communication Services 158,015.0 $32.2M 0.41% -6K -3.4% $203.87 -1.0%
39 DUK DUKE ENERGY CORP NEW Utilities 239,990.0 $31.4M 0.40% -54K -18.4% $130.94 -4.8%
40 IVV ISHARES TR 47,900.0 $31.3M 0.40% +29K +149.5% $653.21 +14.2%
Page 2 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%