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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 34 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 KNSL KINSALE CAP GROUP INC Financial Services 4,788.0 $1.6M 0.02% -453.0 -8.6% $341.66 -4.9%
662 QIAGEN NV 40,718.0 $1.6M 0.02% NEW $40.04
663 CRGY CRESCENT ENERGY COMPANY Energy 120,136.0 $1.6M 0.02% +23K +23.4% $13.50 -0.2%
664 CNK CINEMARK HLDGS INC Communication Services 56,809.0 $1.6M 0.02% -4K -6.1% $28.52 -5.9%
665 INSW INTERNATIONAL SEAWAYS INC Energy 22,100.0 $1.6M 0.02% -1K -5.9% $72.88 +17.0%
666 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 30,531.0 $1.6M 0.02% -4K -11.2% $52.75 -6.1%
667 CUSHMAN AND WAKEFIELD LTD 131,277.0 $1.6M 0.02% -7K -4.9% $12.26
668 LCII LCI INDS Consumer Cyclical 13,062.0 $1.6M 0.02% +724.0 +5.9% $122.98 -10.5%
669 FIRST HAWAIIAN INC 65,002.0 $1.6M 0.02% +397.0 +0.6% $24.64
670 CPK CHESAPEAKE UTILS CORP Utilities 12,663.0 $1.6M 0.02% -1K -8.2% $126.37 +0.4%
671 GH GUARDANT HEALTH INC Healthcare 17,305.0 $1.6M 0.02% +6K +47.6% $92.37 +3.6%
672 OPLN OPENLANE INC Consumer Cyclical 54,740.0 $1.6M 0.02% +2K +4.0% $29.15 +20.2%
673 ITGR INTEGER HLDGS CORP Healthcare 18,122.0 $1.6M 0.02% -953.0 -5.0% $88.00 +2.2%
674 UNF UNIFIRST CORP MASS Industrials 6,334.0 $1.6M 0.02% -1K -17.8% $251.59 +5.6%
675 QLYS QUALYS INC Technology 18,041.0 $1.6M 0.02% +2K +12.6% $87.85 +11.5%
676 ACAD ACADIA PHARMACEUTICALS INC Healthcare 71,183.0 $1.6M 0.02% +8K +12.7% $22.26 -8.0%
677 SXI STANDEX INTL CORP Industrials 6,185.0 $1.6M 0.02% -356.0 -5.4% $254.86 -1.4%
678 MGEE MGE ENERGY INC Utilities 20,264.0 $1.6M 0.02% -173.0 -0.8% $77.29 -3.0%
679 FIBK FIRST INTST BANCSYSTEM INC Financial Services 46,764.0 $1.6M 0.02% NEW $33.40 +2.9%
680 NMIH NMI HLDGS INC Financial Services 41,638.0 $1.6M 0.02% +808.0 +2.0% $37.51 +2.8%
Page 34 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%