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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 3 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INC Technology 233,523.0 $30.1M 0.38% -10K -4.2% $128.78 +55.4%
42 NFLX NETFLIX INC. Communication Services 312,662.0 $30.1M 0.38% +8K +2.6% $96.15 -9.6%
43 TER TERADYNE INC Technology 99,203.0 $29.4M 0.37% -7K -6.2% $296.46 +20.3%
44 LRCX LAM RESEARCH CORP Technology 134,889.0 $28.8M 0.37% -2K -1.7% $213.66 +40.0%
45 HIG HARTFORD INSURANCE GROUP INC Financial Services 212,208.0 $28.7M 0.36% -5K -2.2% $135.23 -0.7%
46 CME CME GROUP INC Financial Services 95,394.0 $28.2M 0.36% -1K -1.4% $295.35 +1.2%
47 KO COCA COLA CO Consumer Defensive 370,322.0 $28.2M 0.36% +6K +1.6% $76.05 +5.8%
48 SO SOUTHERN CO Utilities 288,614.0 $27.9M 0.35% -28K -8.8% $96.52 -2.9%
49 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 374,036.0 $27.1M 0.34% -37K -9.0% $72.46 +18.4%
50 EBAY EBAY INC. Consumer Cyclical 297,636.0 $27.1M 0.34% +2K +0.7% $91.02 +24.4%
51 PEP PEPSICO INC Consumer Defensive 172,456.0 $26.8M 0.34% -39K -18.3% $155.29 -4.3%
52 COP CONOCOPHILLIPS Energy 201,382.0 $26.6M 0.34% -29K -12.7% $132.00 -9.9%
53 EXPE EXPEDIA GROUP INC Consumer Cyclical 110,782.0 $25.6M 0.33% +2K +1.9% $230.89 -5.9%
54 TRV TRAVELERS COMPANIES INC Financial Services 87,119.0 $25.4M 0.32% -7K -7.6% $291.68 +2.3%
55 WFC WELLS FARGO & CO Financial Services 313,790.0 $25.0M 0.32% -16K -5.0% $79.61 -7.3%
56 EOG EOG RES INC Energy 170,769.0 $24.7M 0.31% -37K -17.7% $144.57 -5.9%
57 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 267,100.0 $24.7M 0.31% -64K -19.2% $92.31 -2.8%
58 NTRS NORTHERN TR CORP Financial Services 175,937.0 $24.6M 0.31% +38K +27.3% $139.57 +17.7%
59 SYF SYNCHRONY FINANCIAL Financial Services 359,665.0 $24.5M 0.31% +7K +2.0% $68.02 +4.8%
60 FDX FEDEX CORP Industrials 68,416.0 $24.4M 0.31% -2K -3.3% $356.18 +6.7%
Page 3 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%