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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 6 of 58  ·  1,151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNH UNITEDHEALTH GROUP INC Healthcare 56,804.0 $18.8M 0.23% NEW $330.11 +16.1%
102 YUM YUM BRANDS INC Consumer Cyclical 123,834.0 $18.7M 0.23% NEW $151.28 +0.9%
103 CVS CVS HEALTH CORP Healthcare 235,992.0 $18.7M 0.23% NEW $79.36 +17.6%
104 SYY SYSCO CORP Consumer Defensive 249,243.0 $18.4M 0.23% NEW $73.69 +2.4%
105 DASH DOORDASH INC Communication Services 80,980.0 $18.3M 0.23% NEW $226.48 -29.7%
106 PLTR PALANTIR TECHNOLOGIES INC Technology 102,735.0 $18.3M 0.23% NEW $177.75 -22.8%
107 VRSN VERISIGN INC Technology 74,143.0 $18.0M 0.23% NEW $242.95 +24.7%
108 AXP AMERICAN EXPRESS CO Financial Services 48,119.0 $17.8M 0.22% NEW $369.95 -16.3%
109 KMI KINDER MORGAN INC DEL Energy 644,656.0 $17.7M 0.22% NEW $27.49 +21.9%
110 WRB BERKLEY W R CORP Financial Services 250,676.0 $17.6M 0.22% NEW $70.12 -2.7%
111 MSI MOTOROLA SOLUTIONS INC Technology 45,841.0 $17.6M 0.22% NEW $383.32 +4.4%
112 ACGL ARCH CAP GROUP LTD Financial Services 182,076.0 $17.5M 0.22% NEW $95.92 +0.2%
113 NKE NIKE INC Consumer Cyclical 273,303.0 $17.4M 0.22% NEW $63.71 -30.3%
114 KEYS KEYSIGHT TECHNOLOGIES INC Technology 85,516.0 $17.4M 0.22% NEW $203.19 +66.1%
115 INTC INTEL CORP Technology 470,197.0 $17.4M 0.22% NEW $36.90 +221.1%
116 LOW LOWES COS INC Consumer Cyclical 70,737.0 $17.1M 0.21% NEW $241.16 -9.9%
117 C CITIGROUP INC Financial Services 145,354.0 $17.0M 0.21% NEW $116.69 +7.3%
118 WSM WILLIAMS SONOMA INC Consumer Cyclical 94,859.0 $16.9M 0.21% NEW $178.59 +0.9%
119 CCL CARNIVAL CORP Consumer Cyclical 552,427.0 $16.9M 0.21% NEW $30.54 -14.3%
120 TGT TARGET CORP Consumer Defensive 168,687.0 $16.5M 0.21% NEW $97.75 +25.1%
Page 6 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%