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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 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MPWR MONOLITHIC PWR SYS INC Technology 3,428.0 $3.7M 0.05% NEW $1093.35 +47.6%
2 PCG PG&E CORP Utilities 205,400.0 $3.6M 0.05% NEW $17.57 -4.3%
3 BROWN FORMAN CORP 119,039.0 $3.1M 0.04% NEW $26.44
4 MHK MOHAWK INDS INC Consumer Cyclical 31,190.0 $3.1M 0.04% NEW $98.46 +0.3%
5 CWST CASELLA WASTE SYS INC Industrials 33,502.0 $2.7M 0.03% NEW $79.34 +8.8%
6 PIPR PIPER SANDLER COMPANIES Financial Services 34,500.0 $2.6M 0.03% NEW $76.55 +5.2%
7 IJR ISHARES TR 20,000.0 $2.5M 0.03% NEW $124.31 +7.7%
8 VSNT VERSANT MEDIA GROUP INC Industrials 64,396.0 $2.4M 0.03% NEW $37.02 +20.0%
9 AMTM AMENTUM HOLDINGS INC Industrials 83,407.0 $2.2M 0.03% NEW $26.08 -11.9%
10 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 63,382.0 $1.9M 0.03% NEW $30.48 +24.1%
11 QIAGEN NV 40,718.0 $1.6M 0.02% NEW $40.04
12 FIBK FIRST INTST BANCSYSTEM INC Financial Services 46,764.0 $1.6M 0.02% NEW $33.40 +2.8%
13 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 5,289.0 $1.5M 0.02% NEW $290.70 -14.8%
14 RXO RXO INC Industrials 105,108.0 $1.5M 0.02% NEW $14.62 +19.8%
15 NOV NOV INC Energy 80,030.0 $1.5M 0.02% NEW $18.81 +9.6%
16 POWI POWER INTEGRATIONS INC Technology 28,739.0 $1.5M 0.02% NEW $51.20 +40.0%
17 NGVT INGEVITY CORP Basic Materials 20,564.0 $1.5M 0.02% NEW $71.23 +0.2%
18 IRIDIUM COMMUNICATIONS INC 51,592.0 $1.4M 0.02% NEW $27.74
19 HE HAWAIIAN ELEC INDS INC MTN B Utilities 92,360.0 $1.4M 0.02% NEW $14.84 -8.8%
20 IVZ INVESCO LTD Financial Services 51,617.0 $1.3M 0.02% NEW $24.29 +14.2%
Page 1 of 3  ·  55 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%