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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 23 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TRGP TARGA RES CORP Energy 12,833.0 $3.2M 0.04% -6K -31.8% $250.73 +8.0%
442 ALKS ALKERMES PLC Healthcare 90,989.0 $3.2M 0.04% -490.0 -0.5% $35.36 +4.5%
443 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,499.0 $3.2M 0.04% -418.0 -6.0% $491.53 -8.1%
444 EW EDWARDS LIFESCIENCES CORP Healthcare 39,851.0 $3.2M 0.04% +9K +28.7% $80.08 +3.9%
445 DY DYCOM INDS INC Industrials 9,380.0 $3.2M 0.04% +6K +145.2% $338.82 +22.3%
446 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 39,260.0 $3.2M 0.04% -92K -70.0% $80.95 -3.1%
447 ECG EVERUS CONSTR GROUP Industrials 26,869.0 $3.2M 0.04% +434.0 +1.6% $118.06 +27.7%
448 KMX CARMAX INC Consumer Cyclical 76,079.0 $3.2M 0.04% $41.58 -6.4%
449 BROWN FORMAN CORP 119,039.0 $3.1M 0.04% NEW $26.44
450 NE NOBLE CORP PLC Energy 64,111.0 $3.1M 0.04% -2K -3.0% $49.07 +6.7%
451 FTAI AVIATION LTD 12,833.0 $3.1M 0.04% +1K +12.7% $245.00
452 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 103,401.0 $3.1M 0.04% -6K -5.9% $30.36 +3.4%
453 ULS UL SOLUTIONS INC Industrials 36,464.0 $3.1M 0.04% +16K +75.8% $85.71 +19.0%
454 VSAT VIASAT INC Technology 68,135.0 $3.1M 0.04% +1K +1.6% $45.80 +64.3%
455 D DOMINION ENERGY INC Utilities 50,297.0 $3.1M 0.04% -12K -19.0% $61.82 +10.5%
456 RBLX ROBLOX CORP Technology 54,439.0 $3.1M 0.04% +12K +27.0% $56.56 -19.0%
457 APOS APOLLO GLOBAL MGMT INC Financial Services 27,596.0 $3.1M 0.04% -226.0 -0.8% $111.42 -76.5%
458 MHK MOHAWK INDS INC Consumer Cyclical 31,190.0 $3.1M 0.04% NEW $98.46 +3.9%
459 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 9,552.0 $3.1M 0.04% -258.0 -2.6% $321.40 +9.6%
460 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 33,256.0 $3.1M 0.04% -1K -3.0% $92.27 +20.3%
Page 23 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%