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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 7 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PINS PINTEREST INC Communication Services 390,551.0 $7.2M 0.09% +42K +12.0% $18.34 +6.2%
122 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 18,150.0 $7.1M 0.09% +4K +29.8% $391.76 +103.1%
123 NEU NEWMARKET CORP Basic Materials 11,084.0 $7.1M 0.09% +4K +60.5% $640.95 +6.5%
124 HST HOST HOTELS & RESORTS INC Real Estate 364,309.0 $7.0M 0.09% +5K +1.4% $19.16 +11.6%
125 PRIM PRIMORIS SVCS CORP Industrials 48,384.0 $6.9M 0.09% +39K +403.4% $143.04 -20.8%
126 DDS DILLARDS INC Consumer Cyclical 11,903.0 $6.8M 0.09% +4K +48.8% $572.11 -5.8%
127 INSTALLED BLDG PRODS INC 25,661.0 $6.8M 0.09% +7K +39.8% $265.15
128 CRH PLC 63,971.0 $6.7M 0.09% +11K +21.2% $105.12
129 MRSH MARSH & MCLENNAN COS INC Financial Services 38,326.0 $6.6M 0.09% +1K +3.0% $173.45 -7.1%
130 AVY AVERY DENNISON CORP Industrials 38,438.0 $6.6M 0.08% +8K +25.2% $172.68 -9.2%
131 ACI ALBERTSONS COS INC Consumer Defensive 387,906.0 $6.6M 0.08% +12K +3.2% $17.04 -1.3%
132 MAS MASCO CORP Industrials 109,418.0 $6.6M 0.08% +53K +92.8% $60.37 +7.9%
133 DBX DROPBOX INC Technology 289,178.0 $6.6M 0.08% +46K +18.8% $22.72 +18.0%
134 GL GLOBE LIFE INC Financial Services 46,856.0 $6.5M 0.08% +2K +4.4% $139.17 +11.4%
135 MUSA MURPHY USA INC Consumer Cyclical 13,122.0 $6.5M 0.08% +2K +23.2% $493.97 +13.7%
136 ALLE ALLEGION PLC Industrials 44,423.0 $6.5M 0.08% +11K +33.0% $145.29 -13.5%
137 LYFT LYFT INC Technology 478,555.0 $6.4M 0.08% +96K +25.1% $13.30 -2.5%
138 RF REGIONS FINANCIAL CORP NEW Financial Services 241,882.0 $6.3M 0.08% +13K +5.8% $26.12 +2.1%
139 ORI OLD REP INTL CORP Financial Services 157,973.0 $6.3M 0.08% +57K +56.3% $39.90 -1.5%
140 CF CF INDUSTRIES HOLD Basic Materials 48,480.0 $6.3M 0.08% +489.0 +1.0% $129.84 -3.6%
Page 7 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%