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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 26 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SNCY SUN CTRY AIRLS HLDGS INC Industrials 32,227.0 $532K 0.01% +5K +20.5% $16.52 -2.1%
502 TMP TOMPKINS FINL CORP Financial Services 6,750.0 $532K 0.01% +279.0 +4.3% $78.84 +5.5%
503 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 7,758.0 $532K 0.01% +121.0 +1.6% $68.57 +13.5%
504 MLKN MILLERKNOLL INC Consumer Cyclical 36,567.0 $529K 0.01% +1K +3.5% $14.46 +3.3%
505 LGIH LGI HOMES INC Consumer Cyclical 13,177.0 $521K 0.01% +1K +10.4% $39.53 +15.1%
506 AZTA AZENTA INC Healthcare 24,649.0 $521K 0.01% +3K +13.6% $21.13 -24.2%
507 WGO WINNEBAGO INDS INC Consumer Cyclical 16,798.0 $521K 0.01% +3K +23.7% $30.99 -3.6%
508 DEA EASTERLY GOVT PPTYS INC Real Estate 23,833.0 $511K 0.01% +391.0 +1.7% $21.43 +7.4%
509 MSEX MIDDLESEX WTR CO Utilities 9,765.0 $508K 0.01% +62.0 +0.6% $52.05 -0.2%
510 WAL WESTERN ALLIANCE BANCORP Financial Services 6,953.0 $493K 0.01% +899.0 +14.8% $70.85 +7.2%
511 THRM GENTHERM INC Consumer Cyclical 17,619.0 $489K 0.01% +2K +13.1% $27.78 +13.2%
512 VYX NCR VOYIX CORPORATION Technology 77,045.0 $488K 0.01% +1K +1.6% $6.33 +9.5%
513 BLFS BIOLIFE SOLUTIONS INC Healthcare 25,422.0 $485K 0.01% +3K +12.2% $19.08 +8.8%
514 PENG PENGUIN SOLUTIONS INC Technology 27,441.0 $483K 0.01% +4K +18.0% $17.60 +180.9%
515 SBSI SOUTHSIDE BANCSHARES INC Financial Services 15,479.0 $481K 0.01% +944.0 +6.5% $31.09 +4.2%
516 HFWA HERITAGE FINL CORP WASH Financial Services 18,381.0 $478K 0.01% +514.0 +2.9% $26.00 +1.8%
517 VSTS VESTIS CORPORATION Industrials 60,225.0 $473K 0.01% +5K +9.2% $7.86 +54.8%
518 VRTS VIRTUS INVT PARTNERS INC Financial Services 3,446.0 $463K 0.01% +77.0 +2.3% $134.35 +5.9%
519 LIFE360 INC 11,326.0 $462K 0.01% +1K +13.2% $40.82
520 CFFN CAPITOL FED FINL INC Financial Services 64,593.0 $461K 0.01% +336.0 +0.5% $7.13 +5.5%
Page 26 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%