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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 4 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INCY INCYTE CORP Healthcare 254,990.0 $24.0M 0.30% +22K +9.6% $94.12 +3.5%
62 CBOE CBOE GLOBAL MKTS INC Financial Services 84,970.0 $23.9M 0.30% +2K +2.6% $281.07 +25.2%
63 APP APPLOVIN CORP Technology 59,343.0 $23.6M 0.30% -3K -5.0% $398.00 +22.1%
64 ADSK AUTODESK INC Technology 95,265.0 $22.8M 0.29% -4K -4.2% $239.40 +0.3%
65 PGR PROGRESSIVE CORP Financial Services 114,669.0 $22.7M 0.29% +25K +28.2% $198.24 +2.2%
66 CL COLGATE PALMOLIVE CO Consumer Defensive 265,983.0 $22.7M 0.29% -47K -15.0% $85.23 +6.1%
67 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5,326.0 $22.4M 0.28% -447.0 -7.7% $4210.32 -96.2%
68 RJF RAYMOND JAMES FINL INC Financial Services 154,144.0 $22.3M 0.28% -17K -9.8% $144.79 +5.0%
69 NTAP NETAPP INC Technology 217,962.0 $22.3M 0.28% -2K -0.8% $102.39 +21.1%
70 DG DOLLAR GEN CORP Consumer Defensive 187,763.0 $22.3M 0.28% +4K +2.0% $118.73 -11.5%
71 KMI KINDER MORGAN INC DEL Energy 655,726.0 $22.0M 0.28% +11K +1.7% $33.53 -0.1%
72 MS MORGAN STANLEY Financial Services 133,220.0 $21.9M 0.28% +19K +17.1% $164.57 +21.8%
73 ABT ABBOTT LABORATORIES Healthcare 211,788.0 $21.7M 0.28% -14K -6.1% $102.67 -14.5%
74 HD HOME DEPOT INC Consumer Cyclical 65,862.0 $21.7M 0.28% +2K +3.8% $328.89 -4.6%
75 ED CONSOLIDATED EDISON INC Utilities 190,378.0 $21.5M 0.27% -20K -9.6% $113.18 -5.1%
76 AZO AUTOZONE INC Consumer Cyclical 6,250.0 $21.1M 0.27% +199.0 +3.3% $3377.78 +1.8%
77 CMI CUMMINS INC Industrials 39,076.0 $21.0M 0.27% -5K -12.0% $538.02 +18.7%
78 ENTERGY CORP NEW 180,358.0 $20.3M 0.26% +28K +18.3% $112.36
79 TGT TARGET CORP Consumer Defensive 166,945.0 $20.2M 0.26% -2K -1.0% $121.20 +0.9%
80 BAC BANK AMERICA CORP Financial Services 411,719.0 $20.1M 0.26% +10K +2.4% $48.75 +5.6%
Page 4 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%