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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 6 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QRVO QORVO INC Technology 109,444.0 $8.5M 0.11% +13K +13.8% $77.40 +21.7%
102 LNC LINCOLN NATL CORP IND Financial Services 236,312.0 $8.4M 0.11% +30K +14.7% $35.50 -2.3%
103 GE GE AEROSPACE Industrials 29,304.0 $8.3M 0.11% +3K +12.1% $283.77 +0.8%
104 HSIC SCHEIN HENRY INC Healthcare 112,671.0 $8.3M 0.11% +7K +6.5% $73.70 -1.4%
105 TXN TEXAS INSTRS INC Technology 42,700.0 $8.3M 0.10% +22K +104.1% $194.14 +54.8%
106 COKE COCA COLA CONS INC Consumer Defensive 43,161.0 $8.3M 0.10% +9K +25.1% $191.74 -10.2%
107 ALGN ALIGN TECHNOLOGY INC Healthcare 48,222.0 $8.3M 0.10% +4K +8.1% $171.43 -9.5%
108 DOX AMDOCS LTD Technology 125,991.0 $8.2M 0.10% +19K +17.5% $65.26 -4.6%
109 WY WEYERHAEUSER CO Real Estate 334,326.0 $8.2M 0.10% +67K +25.0% $24.43 -6.4%
110 AWI ARMSTRONG WORLD INDS INC NEW Industrials 48,269.0 $8.0M 0.10% +9K +24.2% $164.80 -7.3%
111 HCA HCA HEALTHCARE INC Healthcare 16,771.0 $7.9M 0.10% +4K +26.4% $473.24 -10.7%
112 AMP AMERIPRISE FINL INC Financial Services 17,474.0 $7.8M 0.10% +979.0 +5.9% $444.40 +4.4%
113 BWA BORGWARNER INC Consumer Cyclical 142,704.0 $7.7M 0.10% +39K +37.5% $54.26 +12.7%
114 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 89,005.0 $7.6M 0.10% +4K +4.7% $85.66 +12.2%
115 L LOEWS CORP Financial Services 69,774.0 $7.4M 0.10% +31K +78.3% $106.74 +1.2%
116 CACI CACI INTL INC Technology 13,685.0 $7.4M 0.10% +3K +25.9% $543.87 -9.3%
117 ROL ROLLINS INC Consumer Cyclical 138,490.0 $7.4M 0.09% +13K +10.5% $53.41 +2.2%
118 AYI ACUITY INC Industrials 26,350.0 $7.4M 0.09% +8K +41.8% $280.22 -2.9%
119 LULU LULULEMON ATHLETICA INC Consumer Cyclical 48,053.0 $7.4M 0.09% +982.0 +2.1% $153.10 -21.5%
120 APG API GROUP CORP Industrials 180,286.0 $7.3M 0.09% +40K +28.6% $40.52 +1.5%
Page 6 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%