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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 35 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 OZK BANK OZK LITTLE ROCK ARK Financial Services 33,829.0 $1.6M 0.02% -4K -11.6% $45.89 +3.0%
682 SUPN SUPERNUS PHARMACEUTICALS Healthcare 30,010.0 $1.6M 0.02% $51.69 -6.7%
683 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 26,114.0 $1.5M 0.02% +281.0 +1.1% $59.27 -22.1%
684 BOH BANK HAWAII CORP Financial Services 20,784.0 $1.5M 0.02% +441.0 +2.2% $74.25 +2.7%
685 FRPT FRESHPET INC Consumer Defensive 26,109.0 $1.5M 0.02% +2K +10.5% $58.96 -19.8%
686 MZTI MARZETTI COMPANY Consumer Defensive 11,116.0 $1.5M 0.02% +2K +25.8% $138.33 -17.7%
687 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 5,289.0 $1.5M 0.02% NEW $290.70 -12.0%
688 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 80,254.0 $1.5M 0.02% -1K -1.5% $19.15 -6.4%
689 RXO RXO INC Industrials 105,108.0 $1.5M 0.02% NEW $14.62 +42.3%
690 SNX TD SYNNEX CORPORATION Technology 9,080.0 $1.5M 0.02% -2K -16.2% $168.71 +34.1%
691 FFBC 1ST FINL BANCORP Financial Services 54,896.0 $1.5M 0.02% +7K +13.7% $27.88 +7.4%
692 CALX CALIX INC Technology 31,201.0 $1.5M 0.02% -521.0 -1.6% $48.99 -18.1%
693 PPC PILGRIMS PRIDE CORP Consumer Defensive 40,480.0 $1.5M 0.02% -13K -24.7% $37.76 -24.5%
694 UCTT ULTRA CLEAN HLDGS INC Technology 24,508.0 $1.5M 0.02% +2K +10.5% $62.18 +24.1%
695 SBCF SEACOAST BKG CORP FLA Financial Services 50,285.0 $1.5M 0.02% +5K +10.4% $30.29 -1.2%
696 SEDG SOLAREDGE TECHNOLOGIES INC Energy 29,816.0 $1.5M 0.02% -7K -19.9% $51.05 +5.0%
697 RLI RLI CORP Financial Services 26,448.0 $1.5M 0.02% +4K +19.4% $57.04 -7.6%
698 NOV NOV INC Energy 80,030.0 $1.5M 0.02% NEW $18.81 +11.9%
699 PHIN PHINIA INC Consumer Cyclical 21,925.0 $1.5M 0.02% +2K +11.1% $68.44 +5.9%
700 SFNC SIMMONS FIRST NATL CORP Financial Services 77,128.0 $1.5M 0.02% +3K +3.6% $19.45 +7.9%
Page 35 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%