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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 25 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MOH MOLINA HEALTHCARE INC Healthcare 20,754.0 $2.8M 0.04% -12K -36.9% $133.30 +34.3%
482 AUB ATLANTIC UN BANKSHARES CORP Financial Services 77,096.0 $2.8M 0.04% +4K +6.1% $35.74 +3.8%
483 NPO ENPRO INC Industrials 10,896.0 $2.7M 0.04% -681.0 -5.9% $250.65 +19.9%
484 MMS MAXIMUS INC Industrials 42,604.0 $2.7M 0.04% +19K +77.7% $64.10 -8.7%
485 IDCC INTERDIGITAL INC Technology 9,033.0 $2.7M 0.04% -8K -46.6% $302.00 -13.3%
486 BBWI BATH & BODY WORKS INC Consumer Cyclical 146,086.0 $2.7M 0.04% +16K +12.7% $18.67 -10.9%
487 SOMNIGROUP INTERNATIONAL INC 36,872.0 $2.7M 0.04% +5K +14.6% $73.92
488 CPRT COPART INC Industrials 81,990.0 $2.7M 0.04% -58K -41.4% $33.20 -1.3%
489 CLX CLOROX CO DEL Consumer Defensive 26,236.0 $2.7M 0.04% -13K -32.6% $103.63 -11.0%
490 AGNC AGNC INVT CORP Real Estate 270,597.0 $2.7M 0.04% +72K +36.5% $10.03 +0.9%
491 LEN LENNAR CORP Consumer Cyclical 31,073.0 $2.7M 0.03% -1K -4.2% $86.84 -1.9%
492 PKG PACKAGING CORP AMER Consumer Cyclical 12,708.0 $2.7M 0.03% -3K -17.4% $212.22 -1.6%
493 PTC PTC INC Technology 18,738.0 $2.7M 0.03% -5K -21.9% $142.49 +1.1%
494 EQR EQUITY RESIDENTIAL Real Estate 45,014.0 $2.7M 0.03% -65K -59.1% $59.15 +9.6%
495 CWST CASELLA WASTE SYS INC Industrials 33,502.0 $2.7M 0.03% NEW $79.34 +7.3%
496 MSCI MSCI INC Financial Services 4,930.0 $2.7M 0.03% -1K -22.4% $539.01 +6.9%
497 RPM RPM INTL INC Basic Materials 26,696.0 $2.7M 0.03% +4K +15.4% $99.40 -3.5%
498 ESS ESSEX PPTY TR INC Real Estate 10,944.0 $2.6M 0.03% -17K -60.3% $242.00 +12.3%
499 PIPR PIPER SANDLER COMPANIES Financial Services 34,500.0 $2.6M 0.03% NEW $76.55 +3.4%
500 REZI RESIDEO TECHNOLOGIES INC Industrials 78,339.0 $2.6M 0.03% +9K +13.1% $33.71 -16.3%
Page 25 of 57  ·  1,127 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%