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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 27 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ZION ZIONS BANCORPORATION NATL AS Financial Services 42,684.0 $2.5M 0.03% +15K +52.2% $57.62 +6.6%
522 HCC WARRIOR MET COAL INC Energy 26,364.0 $2.5M 0.03% -1K -5.2% $93.15 -9.4%
523 CSW INDUSTRIALS INC 9,361.0 $2.4M 0.03% +1K +17.5% $260.58
524 PECO PHILLIPS EDISON & CO INC Real Estate 65,116.0 $2.4M 0.03% -4K -6.2% $37.42 +5.7%
525 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 16,197.0 $2.4M 0.03% -858.0 -5.0% $149.52 +5.6%
526 RDN RADIAN GROUP INC Financial Services 73,165.0 $2.4M 0.03% $33.08 +11.4%
527 RALLIANT CORP 57,705.0 $2.4M 0.03% -977.0 -1.7% $41.59
528 TECHNIPFMC PLC 34,691.0 $2.4M 0.03% +13K +63.2% $69.13
529 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 65,132.0 $2.4M 0.03% -5K -7.3% $36.75 +8.4%
530 VSNT VERSANT MEDIA GROUP INC Industrials 64,396.0 $2.4M 0.03% NEW $37.02 +12.7%
531 KGS KODIAK GAS SVCS INC Energy 40,777.0 $2.4M 0.03% +3K +7.2% $58.32 +24.8%
532 FITB FIFTH THIRD BANCORP Financial Services 51,100.0 $2.4M 0.03% +39K +325.6% $46.46 +4.5%
533 BMI BADGER METER INC Technology 15,574.0 $2.4M 0.03% -483.0 -3.0% $152.35 -23.5%
534 YOU CLEAR SECURE INC Technology 48,889.0 $2.4M 0.03% +2K +4.8% $48.41 +26.7%
535 AIR AAR CORP Industrials 21,561.0 $2.4M 0.03% +510.0 +2.4% $109.46 -3.5%
536 MSA MSA SAFETY INC Industrials 14,361.0 $2.4M 0.03% +3K +29.6% $163.95 +1.0%
537 DKNG DRAFTKINGS INC NEW Consumer Cyclical 108,892.0 $2.4M 0.03% +16K +17.2% $21.62 +14.4%
538 RMBS RAMBUS INC DEL Technology 27,314.0 $2.3M 0.03% +3K +12.2% $86.03 +54.7%
539 MIR MIRION TECHNOLOGIES INC Industrials 126,334.0 $2.3M 0.03% -11K -7.9% $18.59 -3.6%
540 PH PARKER-HANNIFIN CORP Industrials 2,619.0 $2.3M 0.03% +896.0 +52.0% $895.24 -5.2%
Page 27 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%