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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 17 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PJT PJT PARTNERS INC Financial Services 13,281.0 $1.9M 0.02% +794.0 +6.4% $139.72 +14.2%
322 HP HELMERICH & PAYNE INC Energy 51,407.0 $1.9M 0.02% +2K +3.9% $36.03 +9.3%
323 KLIC KULICKE & SOFFA INDS INC Technology 28,177.0 $1.9M 0.02% +3K +10.1% $65.72 +58.4%
324 WHD CACTUS INC Energy 39,074.0 $1.9M 0.02% +5K +15.1% $47.37 +22.1%
325 ELAN ELANCO ANIMAL HEALTH INC Healthcare 77,279.0 $1.8M 0.02% +26K +49.5% $23.93 -9.6%
326 BKU BANKUNITED INC Financial Services 40,741.0 $1.8M 0.02% +2K +5.5% $45.16 +0.1%
327 ICUI ICU MED INC Healthcare 14,197.0 $1.8M 0.02% +740.0 +5.5% $129.15 -4.8%
328 RNST RENASANT CORP Financial Services 50,282.0 $1.8M 0.02% +737.0 +1.5% $36.13 +9.7%
329 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 108,649.0 $1.8M 0.02% +35K +47.5% $16.70 -8.4%
330 OII OCEANEERING INTL INC Energy 51,096.0 $1.8M 0.02% +3K +5.5% $35.47 +9.2%
331 WSC WILLSCOT HLDGS CORP Industrials 103,805.0 $1.8M 0.02% +13K +14.9% $17.36 +50.5%
332 CATY CATHAY GEN BANCORP Financial Services 36,078.0 $1.8M 0.02% +424.0 +1.2% $49.86 +11.5%
333 KAI KADANT INC Industrials 6,120.0 $1.8M 0.02% +37.0 +0.6% $292.35 +10.3%
334 FBP FIRST BANCORP CORPORATION Financial Services 83,290.0 $1.8M 0.02% +2K +2.5% $21.36 +9.4%
335 URBN URBAN OUTFITTERS INC Consumer Cyclical 27,989.0 $1.8M 0.02% +654.0 +2.4% $63.35 +8.6%
336 GD GENERAL DYNAMICS CORP Industrials 5,166.0 $1.8M 0.02% +3K +127.9% $343.22 -0.8%
337 FHN FIRST HORIZON CORPORATION Financial Services 77,539.0 $1.8M 0.02% +9K +12.9% $22.76 +4.2%
338 MTRN MATERION CORP Basic Materials 12,074.0 $1.7M 0.02% +1K +12.4% $144.65 +45.9%
339 DIOD DIODES INC Technology 25,277.0 $1.7M 0.02% +3K +15.0% $68.26 +51.8%
340 ENVA ENOVA INTL INC Financial Services 12,651.0 $1.7M 0.02% +66.0 +0.5% $135.83 +22.8%
Page 17 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%