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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 8 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SYY SYSCO CORP Consumer Defensive 205,602.0 $14.7M 0.19% -44K -17.5% $71.33 +5.8%
142 AMD ADVANCED MICRO DEVICES INC Technology 70,438.0 $14.3M 0.18% +6K +10.1% $203.43 +121.0%
143 VTR VENTAS INC Real Estate 174,014.0 $14.2M 0.18% -13K -7.1% $81.78 +8.3%
144 BBY BEST BUY INC Consumer Cyclical 220,743.0 $14.2M 0.18% +10K +4.7% $64.20 -4.8%
145 PSX PHILLIPS 66 Energy 77,510.0 $14.1M 0.18% -29K -27.0% $182.18 -1.6%
146 EVRG EVERGY INC Utilities 172,070.0 $14.1M 0.18% -27K -13.3% $81.92 +2.1%
147 APA APA CORPORATION Energy 329,068.0 $14.0M 0.18% +111K +51.0% $42.44 -9.7%
148 MU MICRON TECHNOLOGY INC Technology 40,897.0 $13.8M 0.18% +8K +24.7% $337.84 +125.6%
149 DECK DECKERS OUTDOOR CORP Consumer Cyclical 135,745.0 $13.6M 0.17% +7K +5.3% $100.09 +2.5%
150 CB CHUBB LTD SWITZ Financial Services 41,654.0 $13.6M 0.17% -8K -16.0% $325.93 +1.3%
151 GEV GE VERNOVA INC Utilities 15,551.0 $13.6M 0.17% +2K +18.5% $872.90 +19.6%
152 MSI MOTOROLA SOLUTIONS INC Technology 30,916.0 $13.4M 0.17% -15K -32.6% $433.97 -7.8%
153 AEE AMEREN CORP Utilities 121,137.0 $13.3M 0.17% +69K +133.9% $109.92 -0.1%
154 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 22,269.0 $13.2M 0.17% +2K +12.1% $592.98 -4.9%
155 CRM SALESFORCE INC Technology 70,513.0 $13.2M 0.17% -680.0 -1.0% $186.67 -5.5%
156 GWW WW GRAINGER INC Industrials 11,868.0 $12.9M 0.17% -651.0 -5.2% $1090.81 +13.6%
157 CHRW C H ROBINSON WORLDWIDE IN Industrials 76,224.0 $12.7M 0.16% +11K +17.2% $166.07 +7.3%
158 NKE NIKE INC Consumer Cyclical 238,299.0 $12.6M 0.16% -35K -12.8% $52.82 -16.0%
159 RL RALPH LAUREN CORP Consumer Cyclical 36,486.0 $12.6M 0.16% +3K +9.1% $343.99 -4.3%
160 OXY OCCIDENTAL PETE CORP Energy 191,281.0 $12.4M 0.16% -6K -3.0% $65.00 -9.5%
Page 8 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%