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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 36 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HAYW HAYWARD HLDGS INC Industrials 112,055.0 $1.5M 0.02% +938.0 +0.8% $13.38 +1.8%
702 AWR AMER STATES WTR CO Utilities 19,678.0 $1.5M 0.02% -1K -5.2% $75.62 -0.1%
703 POWI POWER INTEGRATIONS INC Technology 28,739.0 $1.5M 0.02% NEW $51.20 +32.1%
704 HIMS HIMS & HERS HEALTH INC Healthcare 70,745.0 $1.5M 0.02% -6K -7.8% $20.76 +7.4%
705 NGVT INGEVITY CORP Basic Materials 20,564.0 $1.5M 0.02% NEW $71.23 -6.6%
706 VCYT VERACYTE INC Healthcare 45,412.0 $1.5M 0.02% -1K -2.3% $32.21 +28.8%
707 TRN TRINITY INDS INC Industrials 45,355.0 $1.5M 0.02% +4K +10.2% $32.18 +6.5%
708 LXP INDUSTRIAL TRUST 31,476.0 $1.5M 0.02% $46.26
709 WDFC WD 40 CO Basic Materials 7,132.0 $1.5M 0.02% -171.0 -2.3% $203.94 +0.1%
710 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 39,728.0 $1.4M 0.02% +1K +3.5% $36.39 -0.5%
711 PFS PROVIDENT FINL SVCS INC Financial Services 68,276.0 $1.4M 0.02% +2K +3.8% $21.16 +2.7%
712 IRIDIUM COMMUNICATIONS INC 51,592.0 $1.4M 0.02% NEW $27.74
713 QTWO Q2 HLDGS INC Technology 30,224.0 $1.4M 0.02% -2K -7.6% $47.30 -0.9%
714 SPGI S&P GLOBAL INC Financial Services 3,350.0 $1.4M 0.02% -909.0 -21.3% $425.34 -1.9%
715 CENX CENTURY ALUM CO Basic Materials 24,204.0 $1.4M 0.02% -4K -15.2% $58.69 -6.4%
716 LEA LEAR CORP Consumer Cyclical 11,664.0 $1.4M 0.02% +6K +93.8% $121.08 +7.7%
717 TDC TERADATA CORP DEL Technology 54,803.0 $1.4M 0.02% +8K +18.4% $25.63 +27.9%
718 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 15,021.0 $1.4M 0.02% +142.0 +0.9% $93.48 -8.0%
719 ACLS AXCELIS TECHNOLOGIES INC Technology 15,080.0 $1.4M 0.02% -481.0 -3.1% $93.08 +53.9%
720 KMT KENNAMETAL INC Industrials 38,765.0 $1.4M 0.02% -453.0 -1.2% $36.13 -3.3%
Page 36 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%