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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 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 53,402.0 $1.2M 0.02% NEW $22.95 +3.8%
22 DINO HF SINCLAIR CORP Energy 19,006.0 $1.2M 0.01% NEW $62.39 +10.1%
23 NEOG NEOGEN CORP Healthcare 126,139.0 $1.2M 0.01% NEW $9.29 -9.3%
24 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 93,479.0 $1.2M 0.01% NEW $12.43 -4.0%
25 HAL HALLIBURTON CO Energy 29,615.0 $1.2M 0.01% NEW $38.99 +5.9%
26 ATI ATI INC Industrials 7,601.0 $1.1M 0.01% NEW $145.46 +6.0%
27 DD DUPONT DE NEMOURS INC Basic Materials 24,109.0 $1.1M 0.01% NEW $45.80 +10.5%
28 ROK ROCKWELL AUTOMATION INC Industrials 3,042.0 $1.1M 0.01% NEW $358.88 +27.2%
29 TKR TIMKEN CO Industrials 10,715.0 $1.1M 0.01% NEW $100.57 +16.1%
30 SLB SLB LIMITED Energy 20,638.0 $1.1M 0.01% NEW $51.39 +8.5%
31 LSCC LATTICE SEMICONDUCTOR CORP Technology 11,008.0 $1.0M 0.01% NEW $92.76 +34.6%
32 PRGO PERRIGO CO PLC Healthcare 94,646.0 $1.0M 0.01% NEW $10.74 +0.9%
33 OSK OSHKOSH CORP Industrials 6,821.0 $1.0M 0.01% NEW $147.21 -14.3%
34 KEY KEYCORP Financial Services 46,692.0 $936K 0.01% NEW $20.05 +5.1%
35 WMS ADVANCED DRAIN SYS INC DEL Industrials 6,722.0 $922K 0.01% NEW $137.13 +2.2%
36 SSD SIMPSON MFG INC Industrials 5,366.0 $921K 0.01% NEW $171.62 +8.2%
37 WTFC WINTRUST FINL CORP Financial Services 6,534.0 $908K 0.01% NEW $138.94 +5.4%
38 SCCO SOUTHERN COPPER CORP Basic Materials 5,172.0 $890K 0.01% NEW $172.06 +9.6%
39 AXSM AXSOME THERAPEUTICS INC. Healthcare 5,228.0 $884K 0.01% NEW $169.02 +34.7%
40 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 13,324.0 $868K 0.01% NEW $65.12 +10.8%
Page 2 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%