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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 10 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CAH CARDINAL HEALTH INC Healthcare 23,039.0 $4.9M 0.06% +2K +11.5% $211.31 -7.6%
182 ISRG INTUITIVE SURGICAL INC Healthcare 10,488.0 $4.8M 0.06% +4K +58.8% $460.99 -7.1%
183 USB US BANCORP Financial Services 92,257.0 $4.8M 0.06% +34K +57.1% $52.01 +2.7%
184 AFG AMERICAN FINANCIAL GROUP INC Financial Services 37,462.0 $4.8M 0.06% +1K +3.0% $127.71 +5.2%
185 SLM SLM CORP Financial Services 212,788.0 $4.6M 0.06% +44K +25.7% $21.41 +0.8%
186 CHE CHEMED CORP NEW Healthcare 12,036.0 $4.5M 0.06% +340.0 +2.9% $377.74 +15.0%
187 RITM RITHM CAPITAL CORP Real Estate 474,117.0 $4.5M 0.06% +86K +22.0% $9.48 -1.9%
188 DCI DONALDSON INC Industrials 52,415.0 $4.4M 0.06% +13K +32.8% $84.87 -1.2%
189 AIT APPLIED INDL TECHNOLOGIES IN Industrials 16,643.0 $4.4M 0.06% +3K +25.7% $265.32 +15.8%
190 MMM 3M CO Industrials 30,352.0 $4.4M 0.06% +22K +283.4% $145.23 -0.1%
191 SANM SANMINA CORP Technology 33,979.0 $4.4M 0.06% +7K +27.4% $129.64 +86.7%
192 EVEREST GROUP LTD 13,401.0 $4.4M 0.06% +4K +40.0% $326.85
193 LEIDOS HOLDINGS INC 28,153.0 $4.4M 0.06% +7K +33.2% $155.52
194 MAT MATTEL INC Consumer Cyclical 300,659.0 $4.4M 0.06% +59K +24.5% $14.53 +4.0%
195 HRB BLOCK H & R INC Consumer Cyclical 137,280.0 $4.4M 0.06% +32K +30.5% $31.74 +12.5%
196 CDW CDW CORP Technology 35,956.0 $4.4M 0.06% +31K +602.7% $121.02 -15.7%
197 ANNALY CAPITAL MANAGEMENT IN 204,187.0 $4.3M 0.06% +67K +49.2% $21.15
198 SHW SHERWIN WILLIAMS CO Basic Materials 13,337.0 $4.3M 0.05% +101.0 +0.8% $320.55 -3.5%
199 ESI ELEMENT SOLUTIONS INC Basic Materials 124,514.0 $4.3M 0.05% +9K +7.7% $34.14 +27.6%
200 SEALED AIR CORP NEW 99,552.0 $4.2M 0.05% +17K +21.0% $42.05
Page 10 of 28  ·  548 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%