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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 14 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AGNC AGNC INVT CORP Real Estate 270,597.0 $2.7M 0.04% +72K +36.5% $10.03 +3.1%
262 RPM RPM INTL INC Basic Materials 26,696.0 $2.7M 0.03% +4K +15.4% $99.40 -1.0%
263 REZI RESIDEO TECHNOLOGIES INC Industrials 78,339.0 $2.6M 0.03% +9K +13.1% $33.71 -10.8%
264 POWL POWELL INDS INC Industrials 4,875.0 $2.6M 0.03% +291.0 +6.3% $541.08 -45.1%
265 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 56,795.0 $2.6M 0.03% +22K +65.1% $46.36 +0.9%
266 MAC MACERICH CO Real Estate 138,166.0 $2.6M 0.03% +7K +5.0% $18.90 +18.2%
267 DLB DOLBY LABORATORIES INC Technology 42,933.0 $2.6M 0.03% +11K +33.9% $60.06 -9.6%
268 MTH MERITAGE HOMES CORP Consumer Cyclical 41,631.0 $2.6M 0.03% +2K +6.2% $61.84 +0.0%
269 BOOT BOOT BARN HLDGS INC Consumer Cyclical 17,382.0 $2.5M 0.03% +1K +7.5% $146.36 -1.7%
270 SKY CHAMPION HOMES INC Consumer Cyclical 33,950.0 $2.5M 0.03% +4K +13.1% $74.37 -6.4%
271 SIGI SELECTIVE INS GROUP INC Financial Services 33,340.0 $2.5M 0.03% +13K +60.4% $75.39 +14.0%
272 F FORD MTR CO Consumer Cyclical 217,202.0 $2.5M 0.03% +21K +10.5% $11.54 +25.5%
273 BLD TOPBUILD COR Industrials 7,113.0 $2.5M 0.03% +2K +33.5% $351.30 +17.6%
274 ZION ZIONS BANCORPORATION NATL AS Financial Services 42,684.0 $2.5M 0.03% +15K +52.2% $57.62 +4.3%
275 CSW INDUSTRIALS INC 9,361.0 $2.4M 0.03% +1K +17.5% $260.58
276 TECHNIPFMC PLC 34,691.0 $2.4M 0.03% +13K +63.2% $69.13
277 KGS KODIAK GAS SVCS INC Energy 40,777.0 $2.4M 0.03% +3K +7.2% $58.32 +27.3%
278 FITB FIFTH THIRD BANCORP Financial Services 51,100.0 $2.4M 0.03% +39K +325.6% $46.46 +2.7%
279 YOU CLEAR SECURE INC Technology 48,889.0 $2.4M 0.03% +2K +4.8% $48.41 +14.7%
280 AIR AAR CORP Industrials 21,561.0 $2.4M 0.03% +510.0 +2.4% $109.46 -4.5%
Page 14 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%