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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 19 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 UCTT ULTRA CLEAN HLDGS INC Technology 24,508.0 $1.5M 0.02% +2K +10.5% $62.18 +38.9%
362 SBCF SEACOAST BKG CORP FLA Financial Services 50,285.0 $1.5M 0.02% +5K +10.4% $30.29 +0.1%
363 RLI RLI CORP Financial Services 26,448.0 $1.5M 0.02% +4K +19.4% $57.04 -12.6%
364 PHIN PHINIA INC Consumer Cyclical 21,925.0 $1.5M 0.02% +2K +11.1% $68.44 +16.2%
365 SFNC SIMMONS FIRST NATL CORP Financial Services 77,128.0 $1.5M 0.02% +3K +3.6% $19.45 +6.9%
366 HAYW HAYWARD HLDGS INC Industrials 112,055.0 $1.5M 0.02% +938.0 +0.8% $13.38 +3.9%
367 TRN TRINITY INDS INC Industrials 45,355.0 $1.5M 0.02% +4K +10.2% $32.18 +9.6%
368 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 39,728.0 $1.4M 0.02% +1K +3.5% $36.39 +0.1%
369 PFS PROVIDENT FINL SVCS INC Financial Services 68,276.0 $1.4M 0.02% +2K +3.8% $21.16 +4.0%
370 LEA LEAR CORP Consumer Cyclical 11,664.0 $1.4M 0.02% +6K +93.8% $121.08 +14.8%
371 TDC TERADATA CORP DEL Technology 54,803.0 $1.4M 0.02% +8K +18.4% $25.63 +30.6%
372 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 15,021.0 $1.4M 0.02% +142.0 +0.9% $93.48 -8.0%
373 U UNITY SOFTWARE INC Technology 62,671.0 $1.4M 0.02% +29K +85.2% $21.94 +24.3%
374 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 24,938.0 $1.4M 0.02% +815.0 +3.4% $54.75 +8.7%
375 MPT MEDICAL PROPERTIES TRUST INC Financial Services 293,705.0 $1.4M 0.02% +14K +5.1% $4.63 +11.9%
376 BEACON FINANCIAL CORP. 44,634.0 $1.3M 0.02% +1K +3.0% $30.00
377 SHOO MADDEN STEVEN LTD Consumer Cyclical 39,369.0 $1.3M 0.02% +2K +4.3% $33.92 +16.4%
378 BANC BANC OF CALIFORNIA INC Financial Services 75,368.0 $1.3M 0.02% +9K +14.1% $17.58 +4.1%
379 PLAB PHOTRONICS INC Technology 32,722.0 $1.3M 0.02% +13K +63.7% $40.41 +28.7%
380 PSN PARSONS CORP DEL Industrials 24,110.0 $1.3M 0.02% +9K +59.4% $54.17 -5.6%
Page 19 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%