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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 22 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NTRA NATERA INC Healthcare 17,168.0 $3.4M 0.04% +4K +25.9% $199.99 +1.9%
422 SNEX STONEX GROUP INC Financial Services 42,327.0 $3.4M 0.04% +19K +80.0% $80.65 +40.0%
423 TRNO TERRENO RLTY CORP Real Estate 55,454.0 $3.4M 0.04% -909.0 -1.6% $61.42 +7.7%
424 EPAM EPAM SYS INC Technology 24,798.0 $3.4M 0.04% -5K -16.7% $135.40 -23.8%
425 EWBC EAST WEST BANCORP INC Financial Services 31,406.0 $3.4M 0.04% +9K +42.5% $106.76 +15.2%
426 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 181,253.0 $3.4M 0.04% -6K -3.2% $18.49 +17.6%
427 MKTX MARKETAXESS HLDGS INC Financial Services 20,313.0 $3.4M 0.04% +1K +7.2% $164.98 -17.4%
428 FNF FIDELITY NATL FINL INC Financial Services 72,139.0 $3.3M 0.04% +9K +13.7% $46.38 +6.4%
429 NWSA NEWS CORP NEW Communication Services 132,901.0 $3.3M 0.04% -2K -1.2% $24.93 +5.3%
430 APTIV PLC 47,658.0 $3.3M 0.04% +10K +26.4% $69.44
431 ROIV ROIVANT SCIENCES LTD Healthcare 119,384.0 $3.3M 0.04% +59K +96.6% $27.70 +17.0%
432 PNC PNC FINL SVCS GROUP INC Financial Services 15,886.0 $3.3M 0.04% +3K +28.2% $208.09 +4.2%
433 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 16,541.0 $3.3M 0.04% +4K +30.8% $197.50 +19.8%
434 WEX WEX INC Technology 21,330.0 $3.3M 0.04% +2K +12.8% $153.04 -5.8%
435 FTV FORTIVE CORP Technology 58,976.0 $3.3M 0.04% -7K -10.5% $55.28 +6.8%
436 VST VISTRA CORP Utilities 21,634.0 $3.3M 0.04% -11K -34.2% $150.33 -4.2%
437 JBL JABIL INC Technology 12,214.0 $3.2M 0.04% -2K -11.9% $265.63 +34.2%
438 SM SM ENERGY COMPANY Energy 103,968.0 $3.2M 0.04% +46K +79.0% $31.18 +11.6%
439 CRWD CROWDSTRIKE HLDGS INC Technology 8,290.0 $3.2M 0.04% -2K -20.1% $390.41 +66.0%
440 VOYA VOYA FINANCIAL INC Financial Services 47,273.0 $3.2M 0.04% +6K +13.2% $68.32 +20.6%
Page 22 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%