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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 30 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 3,872.0 $2.0M 0.03% +2K +103.5% $523.47 -2.2%
582 PATK PATRICK INDS INC Consumer Cyclical 18,206.0 $2.0M 0.03% +1K +6.6% $111.07 -20.1%
583 EVR EVERCORE INC Financial Services 6,771.0 $2.0M 0.03% +4K +107.5% $298.51 +8.3%
584 AN AUTONATION INC Consumer Cyclical 10,300.0 $2.0M 0.03% -4K -25.8% $195.26 -5.4%
585 BLOCK INC 33,273.0 $2.0M 0.03% +4K +13.2% $60.18
586 ITT ITT INC Industrials 10,488.0 $2.0M 0.03% +1K +12.4% $190.53 +0.3%
587 PEN PENUMBRA INC Healthcare 6,076.0 $2.0M 0.03% -3K -30.9% $328.37 -0.6%
588 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 35,301.0 $2.0M 0.03% +4K +11.7% $56.45 -10.4%
589 APPF APPFOLIO INC Technology 12,531.0 $2.0M 0.03% +1K +12.2% $157.82 +3.5%
590 MTDR MATADOR RES CO Energy 31,183.0 $2.0M 0.03% -7K -18.7% $63.18 -2.3%
591 INDB INDEPENDENT BK CORP MASS Financial Services 26,134.0 $2.0M 0.03% +606.0 +2.4% $75.21 +3.0%
592 TMDX TRANSMEDICS GROUP INC Healthcare 19,618.0 $2.0M 0.03% -915.0 -4.5% $99.41 -33.5%
593 FUL FULLER H B CO Basic Materials 31,589.0 $1.9M 0.03% +3K +10.8% $61.68 -7.7%
594 CCK CROWN HLDGS INC Consumer Cyclical 19,400.0 $1.9M 0.03% +14K +232.0% $100.25 -2.9%
595 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 63,382.0 $1.9M 0.03% NEW $30.48 +21.4%
596 SF STIFEL FINL CORP Financial Services 26,128.0 $1.9M 0.03% +10K +65.1% $73.92 -1.8%
597 ZTS ZOETIS INC Healthcare 16,297.0 $1.9M 0.03% -3K -14.3% $118.21 -33.2%
598 FULT FULTON FINL CORP PA Financial Services 94,381.0 $1.9M 0.02% +4K +4.5% $20.34 +2.5%
599 LRN STRIDE INC Consumer Defensive 21,731.0 $1.9M 0.02% -2K -8.1% $88.17 +2.3%
600 FELE FRANKLIN ELEC INC Industrials 20,707.0 $1.9M 0.02% +172.0 +0.8% $92.17 +3.5%
Page 30 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%