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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 31 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 BRC BRADY CORP Industrials 23,400.0 $1.9M 0.02% +223.0 +1.0% $81.24 +4.4%
602 NWS NEWS CORP NEW Communication Services 66,610.0 $1.9M 0.02% -6K -7.8% $28.51 +3.9%
603 MEDP MEDPACE HLDGS INC Healthcare 3,932.0 $1.9M 0.02% +2K +63.3% $480.19 -15.2%
604 POST POST HLDGS INC Consumer Defensive 19,073.0 $1.9M 0.02% -3K -11.8% $98.86 -1.2%
605 SHAK SHAKE SHACK INC Consumer Cyclical 21,303.0 $1.9M 0.02% -3K -13.8% $88.47 -30.8%
606 BGC BGC GROUP INC Financial Services 191,457.0 $1.9M 0.02% $9.78 +14.7%
607 WAY WAYSTAR HLDG CORP Technology 77,486.0 $1.9M 0.02% -70K -47.5% $24.11 -20.3%
608 BTU PEABODY ENGR CORP Energy 56,554.0 $1.9M 0.02% -7K -11.2% $32.95 -28.6%
609 ANGLOGOLD ASHANTI PLC 19,085.0 $1.9M 0.02% +7K +55.0% $97.36
610 PJT PJT PARTNERS INC Financial Services 13,281.0 $1.9M 0.02% +794.0 +6.4% $139.72 +10.2%
611 HP HELMERICH & PAYNE INC Energy 51,407.0 $1.9M 0.02% +2K +3.9% $36.03 +15.1%
612 KLIC KULICKE & SOFFA INDS INC Technology 28,177.0 $1.9M 0.02% +3K +10.1% $65.72 +49.7%
613 WHD CACTUS INC Energy 39,074.0 $1.9M 0.02% +5K +15.1% $47.37 +32.4%
614 ELAN ELANCO ANIMAL HEALTH INC Healthcare 77,279.0 $1.8M 0.02% +26K +49.5% $23.93 -14.6%
615 WSFS WSFS FINL CORP Financial Services 28,225.0 $1.8M 0.02% -2K -5.2% $65.46 +9.3%
616 OTTR OTTER TAIL CORP Utilities 20,998.0 $1.8M 0.02% -1K -5.4% $87.77 -1.3%
617 BKU BANKUNITED INC Financial Services 40,741.0 $1.8M 0.02% +2K +5.5% $45.16 +1.6%
618 ICUI ICU MED INC Healthcare 14,197.0 $1.8M 0.02% +740.0 +5.5% $129.15 -3.7%
619 AGO ASSURED GUARANTY LTD Financial Services 22,500.0 $1.8M 0.02% -2K -9.2% $81.48 -4.1%
620 VIRT VIRTU FINL INC Financial Services 41,550.0 $1.8M 0.02% -1K -3.5% $43.98 +23.1%
Page 31 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%