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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 9 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CCL CARNIVAL CORP Consumer Cyclical 480,034.0 $12.4M 0.16% -72K -13.1% $25.88 +1.2%
162 RTX RTX CORPORATION Industrials 63,316.0 $12.2M 0.15% +6K +9.7% $192.90 -9.4%
163 KDP KEURIG DR PEPPER INC Consumer Defensive 461,189.0 $12.1M 0.15% -103K -18.3% $26.33 +9.3%
164 ILMN ILLUMINA INC Healthcare 97,471.0 $12.0M 0.15% -5K -5.0% $123.26 +17.5%
165 TWLO TWILIO INC Communication Services 94,745.0 $11.9M 0.15% -15K -13.4% $125.82 +50.5%
166 LKQ LKQ CORP Consumer Cyclical 404,022.0 $11.9M 0.15% +266K +192.9% $29.37 -8.5%
167 NYT NEW YORK TIMES CO MTN BE Communication Services 140,230.0 $11.7M 0.15% +22K +18.9% $83.73 -11.3%
168 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 61,883.0 $11.7M 0.15% +13K +26.7% $189.05 +26.6%
169 CTRA COTERRA ENERGY INC Energy 332,525.0 $11.7M 0.15% +5K +1.5% $35.14 -7.3%
170 VLO VALERO ENERGY CORP Energy 46,240.0 $11.4M 0.14% -5K -9.3% $247.08 +2.7%
171 OTIS OTIS WORLDWIDE CORP Industrials 147,016.0 $11.3M 0.14% -2K -1.2% $77.08 -7.1%
172 AIG AMERICAN INTL GROUP INC Financial Services 149,346.0 $11.2M 0.14% -39K -20.6% $75.25 +4.5%
173 KVUE KENVUE INC Consumer Defensive 643,141.0 $11.1M 0.14% +72K +12.7% $17.24 +1.3%
174 O REALTY INCOME CORP Real Estate 180,166.0 $11.0M 0.14% -58K -24.5% $61.18 +1.7%
175 CNP CENTERPOINT ENERGY INC Utilities 251,882.0 $10.9M 0.14% +47K +22.8% $43.16 -1.6%
176 STT STATE STR CORP Financial Services 85,775.0 $10.9M 0.14% +13K +18.3% $126.56 +21.7%
177 HPE HEWLETT PACKARD ENTERPRISE C Technology 450,154.0 $10.7M 0.14% -35K -7.2% $23.81 +42.7%
178 VTRS VIATRIS INC Healthcare 792,757.0 $10.7M 0.14% +98K +14.2% $13.51 +22.8%
179 SYK STRYKER CORPORATION Healthcare 32,353.0 $10.6M 0.14% -7K -17.4% $328.59 -2.2%
180 MELI MERCADOLIBRE INC Consumer Cyclical 6,095.0 $10.5M 0.13% +532.0 +9.6% $1729.02 -3.0%
Page 9 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%