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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 5 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INTU INTUIT Technology 22,613.0 $9.8M 0.12% +2K +8.3% $432.38 -4.1%
82 SCHW SCHWAB CHARLES CORP Financial Services 103,657.0 $9.7M 0.12% +29K +39.3% $93.98 -2.1%
83 FFIV F5 INC Technology 33,500.0 $9.7M 0.12% +728.0 +2.2% $289.33 +32.5%
84 PPG PPG INDS INC Basic Materials 90,423.0 $9.7M 0.12% +3K +2.9% $106.88 -6.1%
85 FOXA FOX CORP Communication Services 165,062.0 $9.6M 0.12% +13K +8.3% $58.40 +11.7%
86 SWKS SKYWORKS SOLUTIONS INC Technology 176,744.0 $9.5M 0.12% +16K +10.1% $53.55 +32.7%
87 PHM PULTE GROUP INC Consumer Cyclical 79,890.0 $9.4M 0.12% +2K +2.6% $117.61 -7.6%
88 APH AMPHENOL CORP Technology 74,295.0 $9.4M 0.12% +14K +22.4% $126.35 -6.1%
89 FIX COMFORT SYS USA INC Industrials 6,797.0 $9.4M 0.12% +384.0 +6.0% $1378.99 +31.6%
90 ABNB AIRBNB INC Consumer Cyclical 73,448.0 $9.3M 0.12% +5K +8.0% $126.28 +4.7%
91 EXEL EXELIXIS INC Healthcare 215,698.0 $9.3M 0.12% +24K +12.2% $42.89 +13.6%
92 NRG NRG ENERGY INC Utilities 62,994.0 $9.2M 0.12% +7K +12.0% $146.14 -15.3%
93 CMS CMS ENERGY CORP Utilities 118,565.0 $9.2M 0.12% +71K +151.0% $77.58 -6.6%
94 MTD METTLER TOLEDO INTERNATIONAL Healthcare 7,214.0 $9.1M 0.12% +271.0 +3.9% $1261.20 -15.0%
95 MCK MCKESSON CORP Healthcare 10,495.0 $9.1M 0.12% +1K +11.4% $865.36 -10.4%
96 ATO ATMOS ENERGY CORP Utilities 49,006.0 $9.1M 0.12% +8K +19.1% $184.72 -3.1%
97 RNR RENAISSANCERE HLDGS LTD Financial Services 29,950.0 $8.9M 0.11% +5K +19.9% $297.23 +0.1%
98 JCI JOHNSON CONTROLS INTERNATION Industrials 67,746.0 $8.9M 0.11% +45K +202.6% $130.95 +2.9%
99 DOCU DOCUSIGN INC Technology 187,093.0 $8.9M 0.11% +5K +2.7% $47.41 +5.6%
100 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 100,339.0 $8.5M 0.11% +22K +28.3% $84.64 -14.3%
Page 5 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%