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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 18 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NXT NEXTPOWER INC Technology 14,057.0 $1.7M 0.02% +6K +67.9% $120.55 +18.4%
342 GFF GRIFFON CORP Industrials 22,914.0 $1.7M 0.02% +2K +8.6% $72.68 +18.2%
343 HWKN HAWKINS INC Basic Materials 10,782.0 $1.7M 0.02% +267.0 +2.5% $153.60 +1.9%
344 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 28,179.0 $1.7M 0.02% +1K +4.2% $58.65 +5.2%
345 BCC BOISE CASCADE CO DEL Basic Materials 21,782.0 $1.7M 0.02% +2K +8.6% $75.85 -13.0%
346 THO THOR INDS INC Consumer Cyclical 20,675.0 $1.7M 0.02% +2K +11.1% $79.89 -3.2%
347 MARA MARA HOLDINGS INC Financial Services 201,021.0 $1.6M 0.02% +2K +1.0% $8.16 +62.9%
348 CRGY CRESCENT ENERGY COMPANY Energy 120,136.0 $1.6M 0.02% +23K +23.4% $13.50 -6.6%
349 LCII LCI INDS Consumer Cyclical 13,062.0 $1.6M 0.02% +724.0 +5.9% $122.98 -7.3%
350 FIRST HAWAIIAN INC 65,002.0 $1.6M 0.02% +397.0 +0.6% $24.64
351 GH GUARDANT HEALTH INC Healthcare 17,305.0 $1.6M 0.02% +6K +47.6% $92.37 +6.8%
352 OPLN OPENLANE INC Consumer Cyclical 54,740.0 $1.6M 0.02% +2K +4.0% $29.15 +22.6%
353 QLYS QUALYS INC Technology 18,041.0 $1.6M 0.02% +2K +12.6% $87.85 -1.3%
354 ACAD ACADIA PHARMACEUTICALS INC Healthcare 71,183.0 $1.6M 0.02% +8K +12.7% $22.26 -3.9%
355 NMIH NMI HLDGS INC Financial Services 41,638.0 $1.6M 0.02% +808.0 +2.0% $37.51 -1.1%
356 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 26,114.0 $1.5M 0.02% +281.0 +1.1% $59.27 -22.5%
357 BOH BANK HAWAII CORP Financial Services 20,784.0 $1.5M 0.02% +441.0 +2.2% $74.25 +2.0%
358 FRPT FRESHPET INC Consumer Defensive 26,109.0 $1.5M 0.02% +2K +10.5% $58.96 -16.3%
359 MZTI MARZETTI COMPANY Consumer Defensive 11,116.0 $1.5M 0.02% +2K +25.8% $138.33 -17.3%
360 FFBC 1ST FINL BANCORP Financial Services 54,896.0 $1.5M 0.02% +7K +13.7% $27.88 +8.0%
Page 18 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%