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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 11 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SFM SPROUTS FMRS MKT INC Consumer Defensive 54,165.0 $4.2M 0.05% +13K +31.1% $77.13 +12.8%
202 FORM FORMFACTOR INC Technology 42,683.0 $4.1M 0.05% +4K +10.0% $96.99 +32.0%
203 W WAYFAIR INC Consumer Cyclical 54,309.0 $4.1M 0.05% +16K +42.0% $75.21 -17.7%
204 CW CURTISS WRIGHT CORP Industrials 5,977.0 $4.1M 0.05% +629.0 +11.8% $681.12 +10.2%
205 ECL ECOLAB INC Basic Materials 15,198.0 $4.0M 0.05% +2K +12.9% $266.02 -6.4%
206 CHWY CHEWY INC Consumer Cyclical 149,306.0 $4.0M 0.05% +4K +2.4% $27.00 -21.2%
207 LECO LINCOLN ELEC HLDGS INC Industrials 16,014.0 $4.0M 0.05% +5K +51.7% $249.08 +6.9%
208 NTNX NUTANIX INC Technology 104,514.0 $4.0M 0.05% +11K +12.2% $38.01 +19.8%
209 AIZ ASSURANT INC Financial Services 17,917.0 $3.9M 0.05% +2K +12.9% $217.81 +16.9%
210 PEGA PEGASYSTEMS INC Technology 91,501.0 $3.9M 0.05% +18K +24.5% $42.56 -21.5%
211 ALV AUTOLIV INC Consumer Cyclical 36,989.0 $3.9M 0.05% +14K +60.6% $105.16 +9.2%
212 THG HANOVER INS GROUP INC Financial Services 22,200.0 $3.8M 0.05% +6K +40.1% $173.35 +10.7%
213 WTS WATTS WATER TECHNOLOGIES INC Industrials 13,134.0 $3.8M 0.05% +1K +12.0% $290.29 +3.8%
214 PYPL PAYPAL HLDGS INC Financial Services 83,547.0 $3.8M 0.05% +9K +12.2% $45.23 -0.4%
215 PRI PRIMERICA INC Financial Services 14,989.0 $3.8M 0.05% +3K +29.1% $250.48 +7.6%
216 IDXX IDEXX LABS INC Healthcare 6,616.0 $3.7M 0.05% +120.0 +1.9% $561.89 -5.2%
217 GKOS GLAUKOS CORP Healthcare 34,395.0 $3.7M 0.05% +4K +13.2% $107.66 +32.0%
218 JBT MAREL CORPORATION 28,704.0 $3.7M 0.05% +3K +11.5% $127.87
219 DELL DELL TECHNOLOGIES INC Technology 22,310.0 $3.7M 0.05% +11K +102.4% $164.13 +51.0%
220 KRYS KRYSTAL BIOTECH INC Healthcare 14,151.0 $3.7M 0.05% +1K +11.4% $258.32 +22.4%
Page 11 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%