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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 13 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EW EDWARDS LIFESCIENCES CORP Healthcare 39,851.0 $3.2M 0.04% +9K +28.7% $80.08 +2.3%
242 DY DYCOM INDS INC Industrials 9,380.0 $3.2M 0.04% +6K +145.2% $338.82 +23.8%
243 ECG EVERUS CONSTR GROUP Industrials 26,869.0 $3.2M 0.04% +434.0 +1.6% $118.06 +24.9%
244 FTAI AVIATION LTD 12,833.0 $3.1M 0.04% +1K +12.7% $245.00
245 ULS UL SOLUTIONS INC Industrials 36,464.0 $3.1M 0.04% +16K +75.8% $85.71 +16.4%
246 VSAT VIASAT INC Technology 68,135.0 $3.1M 0.04% +1K +1.6% $45.80 +56.0%
247 RBLX ROBLOX CORP Technology 54,439.0 $3.1M 0.04% +12K +27.0% $56.56 -17.0%
248 LAZ LAZARD INC Financial Services 71,398.0 $3.0M 0.04% +16K +29.2% $42.48 +9.1%
249 CENCORA INC 9,631.0 $3.0M 0.04% +2K +27.6% $314.14
250 SOFI SOFI TECHNOLOGIES INC Financial Services 189,849.0 $3.0M 0.04% +38K +24.7% $15.88 -2.2%
251 INGR INGREDION INC Consumer Defensive 26,575.0 $3.0M 0.04% +2K +8.2% $112.66 -9.4%
252 TFX TELEFLEX INCORPORATED Healthcare 24,596.0 $2.9M 0.04% +4K +17.1% $119.61 +10.1%
253 GVA GRANITE CONSTR INC Industrials 23,745.0 $2.8M 0.04% +880.0 +3.9% $119.88 +15.0%
254 MATX MATSON INC Industrials 17,152.0 $2.8M 0.04% +2K +10.3% $163.94 +12.4%
255 GNRC GENERAC HLDGS INC Industrials 14,299.0 $2.8M 0.04% +2K +11.8% $195.33 +35.7%
256 PLXS PLEXUS CORP Technology 13,671.0 $2.8M 0.04% +934.0 +7.3% $202.54 +28.2%
257 AUB ATLANTIC UN BANKSHARES CORP Financial Services 77,096.0 $2.8M 0.04% +4K +6.1% $35.74 +3.3%
258 MMS MAXIMUS INC Industrials 42,604.0 $2.7M 0.04% +19K +77.7% $64.10 -6.6%
259 BBWI BATH & BODY WORKS INC Consumer Cyclical 146,086.0 $2.7M 0.04% +16K +12.7% $18.67 -11.8%
260 SOMNIGROUP INTERNATIONAL INC 36,872.0 $2.7M 0.04% +5K +14.6% $73.92
Page 13 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%