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Portfolio (Quarterly) Guide ↗

Illinois Municipal Retirement Fund

· CIK 0001541910
13F Portfolio $8.0B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1151 New
Page 5 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DLTR DOLLAR TREE INC Consumer Defensive 169,754.0 $20.9M 0.26% NEW $123.01 -22.2%
82 CBOE CBOE GLOBAL MKTS INC Financial Services 82,786.0 $20.8M 0.26% NEW $251.00 +40.2%
83 AZO AUTOZONE INC Consumer Cyclical 6,051.0 $20.5M 0.26% NEW $3391.50 +1.4%
84 MDT MEDTRONIC PLC Healthcare 213,619.0 $20.5M 0.26% NEW $96.06 -18.6%
85 TEL TE CONNECTIVITY PLC Technology 90,092.0 $20.5M 0.26% NEW $227.51 -11.5%
86 TER TERADYNE INC Technology 105,713.0 $20.5M 0.26% NEW $193.56 +77.9%
87 FDX FEDEX CORP Industrials 70,762.0 $20.4M 0.26% NEW $288.86 +34.6%
88 PGR PROGRESSIVE CORP Financial Services 89,410.0 $20.4M 0.26% NEW $227.72 -11.0%
89 MS MORGAN STANLEY Financial Services 113,771.0 $20.2M 0.25% NEW $177.53 +12.9%
90 VICI VICI PPTYS INC Real Estate 716,974.0 $20.2M 0.25% NEW $28.12 +1.0%
91 REGN REGENERON PHARMACEUTICALS Healthcare 25,849.0 $20.0M 0.25% NEW $771.87 -15.8%
92 CINF CINCINNATI FINL CORP Financial Services 121,720.0 $19.9M 0.25% NEW $163.32 +3.1%
93 ACN ACCENTURE PLC IRELAND Technology 74,054.0 $19.9M 0.25% NEW $268.30 -33.7%
94 EXPD EXPEDITORS INTL WASH INC Industrials 132,351.0 $19.7M 0.25% NEW $149.01 +5.5%
95 NVR NVR INC Consumer Cyclical 2,692.0 $19.6M 0.25% NEW $7292.77 -17.1%
96 AFL AFLAC INC Financial Services 174,290.0 $19.2M 0.24% NEW $110.27 +6.8%
97 BSX BOSTON SCIENTIFIC CORP Healthcare 199,048.0 $19.0M 0.24% NEW $95.35 -40.1%
98 UBER UBER TECHNOLOGIES INC Technology 231,344.0 $18.9M 0.24% NEW $81.71 -8.7%
99 NTRS NORTHERN TR CORP Financial Services 138,179.0 $18.9M 0.24% NEW $136.59 +22.3%
100 CRM SALESFORCE INC Technology 71,193.0 $18.9M 0.24% NEW $264.91 -33.4%
Page 5 of 58  ·  1,151 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 25.8%
Financial Services 13.8%
Consumer Cyclical 12.8%
Healthcare 11.1%
Communication Services 9.9%
Consumer Defensive 8.6%
Industrials 7.1%
Energy 3.7%
Utilities 3.4%
Real Estate 2.3%