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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 7 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HSY HERSHEY CO Consumer Defensive 76,220.0 $15.8M 0.20% +2K +3.1% $207.89 -8.4%
122 CVS CVS HEALTH CORP Healthcare 220,451.0 $15.8M 0.20% -16K -6.6% $71.82 +29.9%
123 UBER UBER TECHNOLOGIES INC Technology 219,348.0 $15.8M 0.20% -12K -5.2% $71.93 +3.7%
124 KLAC KLA CORP Technology 10,707.0 $15.8M 0.20% +2K +22.3% $1472.41 +25.1%
125 INTC INTEL CORP Technology 357,228.0 $15.8M 0.20% -113K -24.0% $44.13 +168.5%
126 ZM ZOOM COMMUNICATIONS INC Technology 195,262.0 $15.7M 0.20% -70K -26.3% $80.39 +23.7%
127 EXC EXELON CORP Utilities 319,407.0 $15.7M 0.20% +84K +35.9% $49.02 -7.5%
128 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 255,186.0 $15.7M 0.20% -27K -9.6% $61.35 -14.7%
129 NEM NEWMONT CORP Basic Materials 144,599.0 $15.7M 0.20% $108.25 +0.1%
130 GRMN GARMIN LTD Technology 67,305.0 $15.6M 0.20% -10K -13.3% $232.01 +3.3%
131 ITW ILLINOIS TOOL WKS INC Industrials 58,539.0 $15.2M 0.19% +3K +6.0% $260.29 -4.0%
132 USFD US FOODS HLDG CORP Consumer Defensive 164,754.0 $15.2M 0.19% +10K +6.4% $92.21 -12.0%
133 PFE PFIZER INC Healthcare 539,823.0 $15.2M 0.19% -50K -8.5% $28.08 -7.6%
134 ACN ACCENTURE PLC IRELAND Technology 76,427.0 $15.2M 0.19% +2K +3.2% $198.29 -10.3%
135 AFL AFLAC INC Financial Services 136,941.0 $15.0M 0.19% -37K -21.4% $109.71 +7.4%
136 CMCSA COMCAST CORP NEW Communication Services 522,747.0 $15.0M 0.19% +38K +7.9% $28.71 -12.6%
137 CASY CASEYS GEN STORES INC Consumer Cyclical 20,519.0 $14.9M 0.19% +2K +11.9% $727.86 +13.3%
138 LOW LOWES COS INC Consumer Cyclical 63,145.0 $14.9M 0.19% -8K -10.7% $236.28 -8.0%
139 FERG FERGUSON ENTERPRISES INC Industrials 63,681.0 $14.9M 0.19% -661.0 -1.0% $233.26 -4.1%
140 FE FIRSTENERGY CORP Utilities 290,036.0 $14.7M 0.19% +78K +36.5% $50.66 -10.2%
Page 7 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%