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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 16 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SFBS SERVISFIRST BANCSHARES INC Financial Services 28,038.0 $2.0M 0.03% +2K +9.6% $72.83 +4.8%
302 TDW TIDEWATER INC NEW Energy 24,418.0 $2.0M 0.03% +813.0 +3.4% $83.55 -2.2%
303 MRCY MERCURY SYS INC Industrials 27,961.0 $2.0M 0.03% +1K +5.3% $72.91 +29.7%
304 PSMT PRICESMART INC Consumer Defensive 13,526.0 $2.0M 0.03% +321.0 +2.4% $150.50 +6.1%
305 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 3,872.0 $2.0M 0.03% +2K +103.5% $523.47 +3.1%
306 PATK PATRICK INDS INC Consumer Cyclical 18,206.0 $2.0M 0.03% +1K +6.6% $111.07 -15.2%
307 EVR EVERCORE INC Financial Services 6,771.0 $2.0M 0.03% +4K +107.5% $298.51 +14.3%
308 BLOCK INC 33,273.0 $2.0M 0.03% +4K +13.2% $60.18
309 ITT ITT INC Industrials 10,488.0 $2.0M 0.03% +1K +12.4% $190.53 +6.5%
310 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 35,301.0 $2.0M 0.03% +4K +11.7% $56.45 -10.5%
311 APPF APPFOLIO INC Technology 12,531.0 $2.0M 0.03% +1K +12.2% $157.82 -3.9%
312 INDB INDEPENDENT BK CORP MASS Financial Services 26,134.0 $2.0M 0.03% +606.0 +2.4% $75.21 +2.3%
313 FUL FULLER H B CO Basic Materials 31,589.0 $1.9M 0.03% +3K +10.8% $61.68 -3.5%
314 CCK CROWN HLDGS INC Consumer Cyclical 19,400.0 $1.9M 0.03% +14K +232.0% $100.25 -4.2%
315 SF STIFEL FINL CORP Financial Services 26,128.0 $1.9M 0.03% +10K +65.1% $73.92 +1.5%
316 FULT FULTON FINL CORP PA Financial Services 94,381.0 $1.9M 0.02% +4K +4.5% $20.34 +3.3%
317 FELE FRANKLIN ELEC INC Industrials 20,707.0 $1.9M 0.02% +172.0 +0.8% $92.17 +6.7%
318 BRC BRADY CORP Industrials 23,400.0 $1.9M 0.02% +223.0 +1.0% $81.24 -12.7%
319 MEDP MEDPACE HLDGS INC Healthcare 3,932.0 $1.9M 0.02% +2K +63.3% $480.19 -12.7%
320 ANGLOGOLD ASHANTI PLC 19,085.0 $1.9M 0.02% +7K +55.0% $97.36
Page 16 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%