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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 23 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HBAN HUNTINGTON BANCSHARES INC Financial Services 53,191.0 $832K 0.01% +7K +16.1% $15.65 -0.9%
442 JBLU JETBLUE AIRWAYS CORP Industrials 186,916.0 $826K 0.01% +43K +29.9% $4.42 +10.4%
443 WYNN WYNN RESORTS LTD Consumer Cyclical 7,973.0 $810K 0.01% +963.0 +13.7% $101.55 -6.0%
444 UPWK UPWORK INC Industrials 72,163.0 $791K 0.01% +3K +4.1% $10.96 -26.3%
445 J JACOBS SOLUTIONS INC Industrials 6,198.0 $789K 0.01% +637.0 +11.4% $127.28 -11.4%
446 AIN ALBANY INTL CORP Consumer Cyclical 15,053.0 $786K 0.01% +112.0 +0.8% $52.21 +16.2%
447 NWL NEWELL BRANDS INC Consumer Defensive 227,460.0 $780K 0.01% +10K +4.7% $3.43 +15.2%
448 ACADIAN ASSET MANAGEMENT INC 14,319.0 $779K 0.01% +905.0 +6.8% $54.42
449 NBHC NATIONAL BK HLDGS CORP Financial Services 19,816.0 $776K 0.01% +300.0 +1.5% $39.16 +5.3%
450 HOPE HOPE BANCORP INC Financial Services 69,078.0 $772K 0.01% +4K +6.6% $11.17 +7.3%
451 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 53,688.0 $770K 0.01% +1K +2.0% $14.35 -19.6%
452 CTS CTS CORP Technology 16,115.0 $770K 0.01% +1K +6.9% $47.76 +28.3%
453 EZPW EZCORP INC Financial Services 30,205.0 $767K 0.01% +1K +3.8% $25.38 +29.2%
454 COHU COHU INC Technology 24,993.0 $765K 0.01% +839.0 +3.5% $30.62 +59.9%
455 LEG LEGGETT & PLATT INC Consumer Cyclical 77,290.0 $764K 0.01% +10K +15.5% $9.88 -4.0%
456 SLVM SYLVAMO CORP Basic Materials 17,932.0 $757K 0.01% +666.0 +3.9% $42.24 -8.4%
457 SNDR SCHNEIDER NATIONAL INC Industrials 28,726.0 $757K 0.01% +6K +28.1% $26.36 +26.0%
458 LPG DORIAN LPG LTD Energy 21,964.0 $751K 0.01% +2K +8.8% $34.20 +19.5%
459 MXL MAXLINEAR INC Technology 43,111.0 $750K 0.01% +8K +22.4% $17.39 +410.5%
460 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 45,660.0 $745K 0.01% +7K +17.9% $16.32 -6.7%
Page 23 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%