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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 5 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TMUS T-MOBILE US INC Communication Services 95,311.0 $20.0M 0.26% -16K -14.7% $210.03 -9.5%
82 EME EMCOR GROUP INC Industrials 27,083.0 $20.0M 0.25% +4K +15.1% $738.31 +15.0%
83 SPOT SPOTIFY TECHNOLOGY S A Communication Services 41,187.0 $20.0M 0.25% -6K -13.2% $484.91 -10.6%
84 WBD WARNER BROS DISCOVERY INC Communication Services 710,954.0 $19.5M 0.25% -39K -5.2% $27.46 -0.1%
85 TEL TE CONNECTIVITY PLC Technology 92,243.0 $19.3M 0.24% +2K +2.4% $209.02 -3.7%
86 CIEN CIENA CORP Technology 49,513.0 $19.2M 0.24% +1K +2.2% $388.23 +51.3%
87 REGN REGENERON PHARMACEUTICALS Healthcare 24,865.0 $19.2M 0.24% -984.0 -3.8% $772.64 -15.9%
88 CAT CATERPILLAR INC Industrials 27,038.0 $19.2M 0.24% +2K +8.1% $708.46 +22.2%
89 IBM INTERNATIONAL BUSINESS MACHS Technology 78,719.0 $19.1M 0.24% $242.39 +4.4%
90 DLTR DOLLAR TREE INC Consumer Defensive 174,091.0 $19.1M 0.24% +4K +2.5% $109.51 -12.6%
91 CINF CINCINNATI FINL CORP Financial Services 120,308.0 $18.9M 0.24% -1K -1.2% $157.35 +7.0%
92 FAST FASTENAL CO Industrials 398,050.0 $18.5M 0.23% +11K +2.7% $46.40 -6.2%
93 VRSN VERISIGN INC Technology 74,365.0 $18.5M 0.23% $248.36 +22.0%
94 C CITIGROUP INC Financial Services 162,162.0 $18.4M 0.23% +17K +11.6% $113.41 +10.4%
95 PLTR PALANTIR TECHNOLOGIES INC Technology 125,695.0 $18.4M 0.23% +23K +22.4% $146.28 -6.2%
96 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 62,010.0 $18.2M 0.23% -2K -2.8% $292.75 +33.2%
97 VRTX VERTEX PHARMACEUTICALS INC Healthcare 40,573.0 $18.1M 0.23% -6K -13.3% $446.54 -3.6%
98 MKL MARKEL GROUP INC Financial Services 9,409.0 $18.0M 0.23% -777.0 -7.6% $1914.07 -3.2%
99 ADBE ADOBE INC Technology 73,216.0 $17.8M 0.23% +10K +15.7% $243.08 +0.4%
100 EXPD EXPEDITORS INTL WASH INC Industrials 122,201.0 $17.5M 0.22% -10K -7.7% $143.23 +9.7%
Page 5 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%