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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 6 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ULTA ULTA BEAUTY INC Consumer Cyclical 33,481.0 $17.5M 0.22% -4K -10.2% $522.71 -5.7%
102 AEP AMERICAN ELEC PWR CO INC Utilities 131,325.0 $17.2M 0.22% -3K -2.3% $131.08 -1.1%
103 CTVA CORTEVA INC Basic Materials 204,773.0 $17.1M 0.22% -4K -2.0% $83.71 -5.6%
104 YUM YUM BRANDS INC Consumer Cyclical 109,046.0 $17.0M 0.22% -15K -11.9% $155.48 -1.8%
105 AXP AMERICAN EXPRESS CO Financial Services 55,881.0 $16.9M 0.21% +8K +16.1% $302.48 +2.4%
106 VICI VICI PPTYS INC Real Estate 612,739.0 $16.7M 0.21% -104K -14.5% $27.32 +4.0%
107 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 228,446.0 $16.6M 0.21% -15K -6.3% $72.69 +6.1%
108 RS RELIANCE INC Basic Materials 54,369.0 $16.5M 0.21% +10K +23.2% $303.92 +19.2%
109 KEYS KEYSIGHT TECHNOLOGIES INC Technology 58,480.0 $16.5M 0.21% -27K -31.6% $282.37 +19.5%
110 MPC MARATHON PETE CORP Energy 67,266.0 $16.4M 0.21% -9K -11.7% $244.18 +1.7%
111 MDT MEDTRONIC PLC Healthcare 189,335.0 $16.4M 0.21% -24K -11.4% $86.65 -9.8%
112 BIIB BIOGEN INC Healthcare 89,303.0 $16.4M 0.21% +8K +9.7% $183.33 +3.3%
113 WRB BERKLEY W R CORP Financial Services 245,499.0 $16.3M 0.21% -5K -2.1% $66.28 +3.0%
114 UNH UNITEDHEALTH GROUP INC Healthcare 59,715.0 $16.2M 0.21% +3K +5.1% $270.59 +41.7%
115 TPR TAPESTRY INC Consumer Cyclical 114,384.0 $16.1M 0.20% +13K +12.9% $141.11 -3.8%
116 SNA SNAP ON INC Industrials 44,415.0 $16.1M 0.20% -2K -3.5% $363.22 -0.9%
117 ACGL ARCH CAP GROUP LTD Financial Services 166,604.0 $16.0M 0.20% -15K -8.5% $95.99 +0.1%
118 WSM WILLIAMS SONOMA INC Consumer Cyclical 87,441.0 $15.9M 0.20% -7K -7.8% $182.33 -1.1%
119 NVR NVR INC Consumer Cyclical 2,415.0 $15.9M 0.20% -277.0 -10.3% $6589.83 -8.2%
120 LH LABCORP HOLDINGS INC Healthcare 59,536.0 $15.9M 0.20% +8K +16.3% $266.81 -4.1%
Page 6 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%