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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 20 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ECL ECOLAB INC Basic Materials 15,198.0 $4.0M 0.05% +2K +12.9% $266.02 -6.0%
382 CHWY CHEWY INC Consumer Cyclical 149,306.0 $4.0M 0.05% +4K +2.4% $27.00 -26.2%
383 LECO LINCOLN ELEC HLDGS INC Industrials 16,014.0 $4.0M 0.05% +5K +51.7% $249.08 +4.4%
384 NTNX NUTANIX INC Technology 104,514.0 $4.0M 0.05% +11K +12.2% $38.01 +17.6%
385 COF CAPITAL ONE FINL CORP Financial Services 21,744.0 $4.0M 0.05% -8K -26.1% $182.43 +2.3%
386 AIZ ASSURANT INC Financial Services 17,917.0 $3.9M 0.05% +2K +12.9% $217.81 +17.4%
387 GM GENERAL MTRS CO Consumer Cyclical 52,360.0 $3.9M 0.05% -13K -20.0% $74.50 +3.6%
388 PEGA PEGASYSTEMS INC Technology 91,501.0 $3.9M 0.05% +18K +24.5% $42.56 -19.5%
389 ALV AUTOLIV INC Consumer Cyclical 36,989.0 $3.9M 0.05% +14K +60.6% $105.16 +14.3%
390 THG HANOVER INS GROUP INC Financial Services 22,200.0 $3.8M 0.05% +6K +40.1% $173.35 +12.2%
391 LIN LINDE PLC Basic Materials 7,760.0 $3.8M 0.05% -3K -25.4% $495.76 +3.8%
392 WTS WATTS WATER TECHNOLOGIES INC Industrials 13,134.0 $3.8M 0.05% +1K +12.0% $290.29 +3.1%
393 ESE ESCO TECHNOLOGIES INC Technology 13,494.0 $3.8M 0.05% -1K -8.2% $281.37 +4.2%
394 PYPL PAYPAL HLDGS INC Financial Services 83,547.0 $3.8M 0.05% +9K +12.2% $45.23 -1.9%
395 SEIC SEI INVTS CO Financial Services 48,039.0 $3.8M 0.05% -8K -14.6% $78.47 +15.7%
396 PRI PRIMERICA INC Financial Services 14,989.0 $3.8M 0.05% +3K +29.1% $250.48 +12.2%
397 MPWR MONOLITHIC PWR SYS INC Technology 3,428.0 $3.7M 0.05% NEW $1093.35 +42.8%
398 JXN JACKSON FINANCIAL INC Financial Services 35,358.0 $3.7M 0.05% -398.0 -1.1% $105.72 +2.3%
399 VIAV VIAVI SOLUTIONS INC Technology 112,221.0 $3.7M 0.05% -811.0 -0.7% $33.28 +44.5%
400 IDXX IDEXX LABS INC Healthcare 6,616.0 $3.7M 0.05% +120.0 +1.9% $561.89 -1.6%
Page 20 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%