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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 28 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 CNR CORE NATURAL RESOURCES INC Energy 22,349.0 $2.3M 0.03% -4K -16.1% $104.73 -19.8%
542 NEE NEXTERA ENERGY INC Utilities 25,174.0 $2.3M 0.03% +12K +84.8% $92.88 -3.4%
543 MILLROSE PPTYS INC 83,477.0 $2.3M 0.03% +4K +5.3% $28.00
544 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 14,825.0 $2.3M 0.03% -3K -16.0% $157.28 -3.7%
545 MWA MUELLER WTR PRODS INC Industrials 84,487.0 $2.3M 0.03% +1K +1.6% $27.49 -8.6%
546 MC MOELIS & CO Financial Services 40,697.0 $2.3M 0.03% +4K +11.6% $57.00 +15.2%
547 WDAY WORKDAY INC Technology 17,646.0 $2.3M 0.03% +2K +11.2% $129.92 -2.5%
548 MMSI MERIT MED SYS INC Healthcare 33,206.0 $2.3M 0.03% +746.0 +2.3% $68.93 -7.7%
549 RDNT RADNET INC Healthcare 40,344.0 $2.3M 0.03% $55.89 -3.0%
550 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 33,858.0 $2.2M 0.03% +4K +14.7% $66.11 +5.8%
551 MYRG MYR GROUP INC Industrials 7,924.0 $2.2M 0.03% -409.0 -4.9% $282.32 +55.5%
552 LBRT LIBERTY ENERGY INC Energy 77,467.0 $2.2M 0.03% $28.80 +14.2%
553 EHC ENCOMPASS HEALTH CORP Healthcare 22,992.0 $2.2M 0.03% +2K +10.7% $96.73 +8.0%
554 GDDY GODADDY INC Technology 26,892.0 $2.2M 0.03% -9K -24.0% $82.67 +10.8%
555 SOLV SOLVENTUM CORP Healthcare 33,805.0 $2.2M 0.03% -2K -5.1% $65.30 +16.6%
556 OSIS OSI SYSTEMS INC Technology 8,295.0 $2.2M 0.03% -546.0 -6.2% $265.51 -21.7%
557 CVCO CAVCO INDS INC DEL Consumer Cyclical 4,517.0 $2.2M 0.03% +229.0 +5.3% $484.29 +1.5%
558 AGCO AGCO CORP Industrials 18,820.0 $2.2M 0.03% +2K +13.7% $115.87 -3.3%
559 AMTM AMENTUM HOLDINGS INC Industrials 83,407.0 $2.2M 0.03% NEW $26.08 -11.2%
560 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 6,566.0 $2.2M 0.03% $330.63 -3.2%
Page 28 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%