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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 21 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DXC DXC TECHNOLOGY CO Technology 90,522.0 $1.1M 0.01% +6K +6.9% $12.57 -34.6%
402 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 17,569.0 $1.1M 0.01% +604.0 +3.6% $64.45 -0.7%
403 WAT WATERS CORP Healthcare 3,780.0 $1.1M 0.01% +398.0 +11.8% $297.80 +11.9%
404 ALG ALAMO GROUP INC Industrials 6,671.0 $1.1M 0.01% +1K +18.9% $164.97 -10.7%
405 EPAC ENERPAC TOOL GROUP CORP Industrials 29,890.0 $1.1M 0.01% +2K +5.8% $36.47 -5.0%
406 BHE BENCHMARK ELECTRS INC Technology 19,157.0 $1.1M 0.01% +1K +7.7% $56.06 +51.5%
407 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 33,050.0 $1.1M 0.01% +443.0 +1.4% $32.42 +4.9%
408 WERN WERNER ENTERPRISES INC Industrials 36,285.0 $1.1M 0.01% +9K +31.4% $29.41 +26.3%
409 PLUS EPLUS INC Technology 14,164.0 $1.1M 0.01% +276.0 +2.0% $75.25 +13.4%
410 R RYDER SYS INC Industrials 4,974.0 $1.0M 0.01% +193.0 +4.0% $204.71 +12.9%
411 KALU KAISER ALUMINIUM CORPORATION Basic Materials 8,423.0 $1.0M 0.01% +580.0 +7.4% $120.51 +47.6%
412 IOSP INNOSPEC INC Basic Materials 13,861.0 $1.0M 0.01% +1K +8.6% $73.02 +9.6%
413 KWR QUAKER HOUGHTON Basic Materials 8,103.0 $1.0M 0.01% +777.0 +10.6% $124.23 +14.8%
414 VECO VEECO INSTRS INC DEL Technology 29,604.0 $1.0M 0.01% +158.0 +0.5% $33.86 +75.8%
415 STC STEWART INFORMATION SVCS COR Financial Services 16,116.0 $992K 0.01% +308.0 +1.9% $61.58 +9.6%
416 SWX SOUTHWEST GAS HLDGS INC Utilities 11,366.0 $988K 0.01% +935.0 +9.0% $86.90 +3.0%
417 OI O-I GLASS INC Consumer Cyclical 92,965.0 $977K 0.01% +17K +21.8% $10.51 -15.6%
418 FCF FIRST COMWLTH FINL CORP PA Financial Services 55,385.0 $974K 0.01% +1K +2.3% $17.58 +3.8%
419 NWBI NORTHWEST BANCSHARES INC Financial Services 76,321.0 $969K 0.01% +1K +1.8% $12.69 +7.0%
420 WOR WORTHINGTON ENTERPRISES INC Industrials 18,057.0 $941K 0.01% +2K +10.7% $52.14 +6.7%
Page 21 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%