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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 32 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 RNST RENASANT CORP Financial Services 50,282.0 $1.8M 0.02% +737.0 +1.5% $36.13 +12.3%
622 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 108,649.0 $1.8M 0.02% +35K +47.5% $16.70 -7.3%
623 OII OCEANEERING INTL INC Energy 51,096.0 $1.8M 0.02% +3K +5.5% $35.47 +8.4%
624 EQT EQT CORP Energy 28,421.0 $1.8M 0.02% -6K -18.1% $63.64 -7.1%
625 CALM CAL MAINE FOODS INC Consumer Defensive 22,847.0 $1.8M 0.02% -1K -4.3% $79.15 -1.1%
626 AMER SPORTS INC 54,888.0 $1.8M 0.02% -31K -35.7% $32.92
627 WSC WILLSCOT HLDGS CORP Industrials 103,805.0 $1.8M 0.02% +13K +14.9% $17.36 +32.0%
628 KTB KONTOOR BRANDS INC Consumer Cyclical 25,627.0 $1.8M 0.02% -5K -15.4% $70.29 -10.3%
629 CATY CATHAY GEN BANCORP Financial Services 36,078.0 $1.8M 0.02% +424.0 +1.2% $49.86 +13.2%
630 MHO M/I HOMES INC Consumer Cyclical 14,669.0 $1.8M 0.02% $122.45 +0.6%
631 KAI KADANT INC Industrials 6,120.0 $1.8M 0.02% +37.0 +0.6% $292.35 +3.4%
632 LGND LIGAND PHARMACEUTICALS INC Healthcare 8,961.0 $1.8M 0.02% -3K -23.5% $199.65 +7.4%
633 FBP FIRST BANCORP CORPORATION Financial Services 83,290.0 $1.8M 0.02% +2K +2.5% $21.36 +11.5%
634 URBN URBAN OUTFITTERS INC Consumer Cyclical 27,989.0 $1.8M 0.02% +654.0 +2.4% $63.35 +9.3%
635 GD GENERAL DYNAMICS CORP Industrials 5,166.0 $1.8M 0.02% +3K +127.9% $343.22 -1.6%
636 FHN FIRST HORIZON CORPORATION Financial Services 77,539.0 $1.8M 0.02% +9K +12.9% $22.76 +4.0%
637 MTRN MATERION CORP Basic Materials 12,074.0 $1.7M 0.02% +1K +12.4% $144.65 +35.7%
638 DIOD DIODES INC Technology 25,277.0 $1.7M 0.02% +3K +15.0% $68.26 +41.3%
639 ENVA ENOVA INTL INC Financial Services 12,651.0 $1.7M 0.02% +66.0 +0.5% $135.83 +18.5%
640 AVA AVISTA CORP Utilities 42,392.0 $1.7M 0.02% -4K -8.7% $40.14 +2.1%
Page 32 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%