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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 20 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HWM HOWMET AEROSPACE INC Industrials 5,658.0 $1.3M 0.02% +528.0 +10.3% $230.46 +18.2%
382 ABM ABM INDS INC Industrials 33,824.0 $1.3M 0.02% +2K +7.2% $38.52 +2.2%
383 HUBG HUB GROUP INC Industrials 35,961.0 $1.3M 0.02% +7K +23.2% $36.04 +3.5%
384 HNI HNI CORP Industrials 38,547.0 $1.3M 0.02% +14K +60.1% $33.39 -5.4%
385 ARCB ARCBEST CORP Industrials 12,858.0 $1.3M 0.02% +2K +19.9% $98.36 +24.8%
386 GEO GEO GROUP INC Industrials 74,297.0 $1.2M 0.02% +3K +4.6% $16.81 +39.1%
387 PRK PARK NATL CORP Financial Services 7,624.0 $1.2M 0.02% +351.0 +4.8% $163.45 +2.5%
388 ACMR ACM RESH INC Technology 31,532.0 $1.2M 0.02% +7K +30.5% $39.35 +61.8%
389 FBNC FIRST BANCORP N C Financial Services 22,017.0 $1.2M 0.02% +242.0 +1.1% $56.35 +3.1%
390 CFR CULLEN FROST BANKERS INC Financial Services 8,942.0 $1.2M 0.02% +1K +14.4% $137.08 -1.7%
391 VSH VISHAY INTERTECHNOLOGY INC Technology 67,459.0 $1.2M 0.01% +9K +16.1% $18.00 +111.1%
392 CHEF CHEFS WHSE INC Consumer Defensive 20,288.0 $1.2M 0.01% +783.0 +4.0% $59.45 +35.1%
393 CMC COMMERCIAL METALS CO Basic Materials 19,544.0 $1.2M 0.01% +10K +99.4% $61.43 +16.0%
394 KN KNOWLES CORP Technology 46,258.0 $1.2M 0.01% +2K +5.7% $25.68 +39.9%
395 SIRIUSPOINT LTD 55,103.0 $1.2M 0.01% +1K +2.4% $21.54
396 NBTB NBT BANCORP INC Financial Services 27,745.0 $1.2M 0.01% +784.0 +2.9% $42.58 +4.2%
397 MTX MINERALS TECHNOLOGIES INC Basic Materials 16,509.0 $1.2M 0.01% +104.0 +0.6% $70.92 +13.7%
398 GNTX GENTEX CORP Consumer Cyclical 52,745.0 $1.2M 0.01% +28K +111.0% $21.85 +7.1%
399 ELF E L F BEAUTY INC Consumer Defensive 18,993.0 $1.2M 0.01% +11K +148.6% $60.61 -8.5%
400 CUBI CUSTOMERS BANCORP INC Financial Services 16,424.0 $1.1M 0.01% +1K +6.9% $69.41 +6.4%
Page 20 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%