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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 15 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MSA MSA SAFETY INC Industrials 14,361.0 $2.4M 0.03% +3K +29.6% $163.95 +6.6%
282 DKNG DRAFTKINGS INC NEW Consumer Cyclical 108,892.0 $2.4M 0.03% +16K +17.2% $21.62 +16.3%
283 RMBS RAMBUS INC DEL Technology 27,314.0 $2.3M 0.03% +3K +12.2% $86.03 +51.6%
284 PH PARKER-HANNIFIN CORP Industrials 2,619.0 $2.3M 0.03% +896.0 +52.0% $895.24 -1.7%
285 NEE NEXTERA ENERGY INC Utilities 25,174.0 $2.3M 0.03% +12K +84.8% $92.88 +3.0%
286 MILLROSE PPTYS INC 83,477.0 $2.3M 0.03% +4K +5.3% $28.00
287 MWA MUELLER WTR PRODS INC Industrials 84,487.0 $2.3M 0.03% +1K +1.6% $27.49 -5.9%
288 MC MOELIS & CO Financial Services 40,697.0 $2.3M 0.03% +4K +11.6% $57.00 +13.6%
289 WDAY WORKDAY INC Technology 17,646.0 $2.3M 0.03% +2K +11.2% $129.92 -8.6%
290 MMSI MERIT MED SYS INC Healthcare 33,206.0 $2.3M 0.03% +746.0 +2.3% $68.93 -9.2%
291 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 33,858.0 $2.2M 0.03% +4K +14.7% $66.11 +6.8%
292 EHC ENCOMPASS HEALTH CORP Healthcare 22,992.0 $2.2M 0.03% +2K +10.7% $96.73 +10.9%
293 CVCO CAVCO INDS INC DEL Consumer Cyclical 4,517.0 $2.2M 0.03% +229.0 +5.3% $484.29 -1.6%
294 AGCO AGCO CORP Industrials 18,820.0 $2.2M 0.03% +2K +13.7% $115.87 -2.2%
295 SKYW SKYWEST INC Industrials 23,576.0 $2.2M 0.03% +3K +13.2% $91.83 -8.9%
296 SMMT SUMMIT THERAPEUTICS INC Healthcare 111,894.0 $2.1M 0.03% +13K +12.6% $18.96 -4.3%
297 STRL STERLING INFRASTRUCTURE INC Industrials 5,154.0 $2.1M 0.03% +589.0 +12.9% $407.27 +118.3%
298 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 24,189.0 $2.1M 0.03% +456.0 +1.9% $86.44 +35.6%
299 AZZ AZZ INC Industrials 16,510.0 $2.1M 0.03% +773.0 +4.9% $125.13 +12.8%
300 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 65,395.0 $2.1M 0.03% +3K +5.3% $31.49 +3.7%
Page 15 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%