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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 8 of 28  ·  548 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DGX QUEST DIAGNOSTICS INC Healthcare 31,496.0 $6.2M 0.08% +3K +12.1% $195.98 -3.3%
142 BPOP POPULAR INC Financial Services 45,852.0 $6.2M 0.08% +9K +24.1% $134.17 +9.2%
143 HAS HASBRO INC Consumer Cyclical 65,408.0 $6.1M 0.08% +24K +57.3% $93.60 +0.6%
144 TTC TORO CO Industrials 64,217.0 $6.0M 0.08% +10K +19.4% $93.44 -4.3%
145 MTCH MATCH GROUP INC NEW Communication Services 195,189.0 $6.0M 0.08% +21K +11.8% $30.71 +17.4%
146 FIVE FIVE BELOW INC Consumer Cyclical 26,114.0 $6.0M 0.08% +7K +39.5% $228.48 -5.1%
147 AXS AXIS CAP HLDGS LTD Financial Services 58,829.0 $6.0M 0.08% +1K +2.5% $101.41 -0.6%
148 RDDT REDDIT INC Communication Services 43,993.0 $5.9M 0.07% +776.0 +1.8% $134.65 +17.2%
149 AMG AFFILIATED MANAGERS GROUP Financial Services 21,367.0 $5.9M 0.07% +7K +46.6% $276.70 +8.2%
150 HALO HALOZYME THERAPEUTICS INC Healthcare 90,977.0 $5.9M 0.07% +31K +50.5% $64.63 +4.7%
151 JKHY HENRY JACK & ASSOC INC Technology 37,005.0 $5.8M 0.07% +599.0 +1.6% $158.04 -12.0%
152 UI UBIQUITI INC Technology 7,374.0 $5.8M 0.07% +56.0 +0.8% $790.29 -24.6%
153 ROKU ROKU INC Communication Services 61,406.0 $5.8M 0.07% +14K +28.9% $94.62 +33.8%
154 WCC WESCO INTL INC Industrials 21,197.0 $5.8M 0.07% +868.0 +4.3% $273.62 +29.2%
155 AOS SMITH A O CORP Industrials 87,081.0 $5.7M 0.07% +33K +60.6% $65.94 -14.3%
156 CRUS CIRRUS LOGIC INC Technology 39,136.0 $5.7M 0.07% +6K +19.0% $144.62 +11.3%
157 FOX FOX CORP Communication Services 106,296.0 $5.6M 0.07% +5K +5.3% $53.10 +10.4%
158 OMF ONEMAIN HLDGS INC Financial Services 104,527.0 $5.6M 0.07% +29K +37.5% $53.49 +0.5%
159 ETSY INC 111,267.0 $5.6M 0.07% +28K +33.9% $49.98
160 ADT ADT INC DEL Industrials 844,938.0 $5.6M 0.07% +249K +41.8% $6.57 +5.5%
Page 8 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%