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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 53 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 VTOL BRISTOW GROUP INC Energy 14,057.0 $515K 0.01% NEW $36.62 +17.8%
1042 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 7,995.0 $514K 0.01% NEW $64.31 +30.4%
1043 LGIH LGI HOMES INC Consumer Cyclical 11,936.0 $513K 0.01% NEW $42.96 +7.6%
1044 WAL WESTERN ALLIANCE BANCORP Financial Services 6,054.0 $509K 0.01% NEW $84.07 -8.4%
1045 CNA CNA FINL CORP Financial Services 10,602.0 $506K 0.01% NEW $47.74 -7.1%
1046 DLX DELUXE CORP Communication Services 22,539.0 $503K 0.01% NEW $22.33 +5.6%
1047 AAT AMERICAN ASSETS TR INC Real Estate 26,557.0 $503K 0.01% NEW $18.93 +17.0%
1048 DEA EASTERLY GOVT PPTYS INC Real Estate 23,442.0 $497K 0.01% NEW $21.19 +12.7%
1049 LPG DORIAN LPG LTD Energy 20,182.0 $491K 0.01% NEW $24.34 +88.3%
1050 MSEX MIDDLESEX WTR CO Utilities 9,703.0 $489K 0.01% NEW $50.42 +2.6%
1051 MTB M & T BK CORP Financial Services 2,427.0 $489K 0.01% NEW $201.48 +5.4%
1052 REX REX AMERICAN RES CORP Basic Materials 15,056.0 $487K 0.01% NEW $32.32 +50.9%
1053 NAVI NAVIENT CORPORATION Financial Services 37,294.0 $485K 0.01% NEW $13.00 -35.8%
1054 TRMB TRIMBLE INC Technology 6,115.0 $479K 0.01% NEW $78.35 -28.6%
1055 UTL UNITIL CORP Utilities 9,807.0 $475K 0.01% NEW $48.44 +6.0%
1056 BJRI BJS RESTAURANTS INC Consumer Cyclical 12,042.0 $474K 0.01% NEW $39.40 +12.7%
1057 EXPI EXP WORLD HLDGS INC Real Estate 52,227.0 $473K 0.01% NEW $9.05 -43.9%
1058 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 7,637.0 $472K 0.01% NEW $61.86 +19.1%
1059 SMCI SUPER MICRO COMPUTER INC Technology 16,116.0 $472K 0.01% NEW $29.27 +14.3%
1060 UPBOUND GROUP INC 26,782.0 $470K 0.01% NEW $17.56
Page 53 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%