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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 37 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NOG NORTHERN OIL & GAS INC Energy 47,663.0 $1.4M 0.02% $29.23 -14.6%
722 CWT CALIFORNIA WTR SVC GROUP Utilities 30,703.0 $1.4M 0.02% -3K -9.3% $45.34 -5.4%
723 WU WESTERN UN CO Financial Services 158,920.0 $1.4M 0.02% -4K -2.5% $8.73 -4.0%
724 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 64,454.0 $1.4M 0.02% -3K -4.6% $21.45 +21.0%
725 U UNITY SOFTWARE INC Technology 62,671.0 $1.4M 0.02% +29K +85.2% $21.94 +19.0%
726 PODD INSULET CORP Healthcare 6,545.0 $1.4M 0.02% -2K -25.9% $209.84 -26.7%
727 HE HAWAIIAN ELEC INDS INC MTN B Utilities 92,360.0 $1.4M 0.02% NEW $14.84 -8.6%
728 CARG CARGURUS INC Consumer Cyclical 40,224.0 $1.4M 0.02% -3K -7.7% $34.05 -16.3%
729 CPRX CATALYST PHARMACEUTICALS INC Healthcare 55,303.0 $1.4M 0.02% -9K -13.6% $24.76 +26.1%
730 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 24,938.0 $1.4M 0.02% +815.0 +3.4% $54.75 +8.0%
731 RHI ROBERT HALF INC. Industrials 53,668.0 $1.4M 0.02% $25.40 +1.5%
732 HON HONEYWELL INTL INC Industrials 6,021.0 $1.4M 0.02% -5K -45.3% $226.03 -3.6%
733 MPT MEDICAL PROPERTIES TRUST INC Financial Services 293,705.0 $1.4M 0.02% +14K +5.1% $4.63 +9.6%
734 MASI MASIMO CORP Healthcare 7,626.0 $1.4M 0.02% -4K -32.9% $177.87 +0.5%
735 RRR RED ROCK RESORTS INC Consumer Cyclical 25,271.0 $1.3M 0.02% -1K -5.0% $53.36 -2.5%
736 PARR PAR PAC HOLDINGS INC Energy 21,430.0 $1.3M 0.02% -8K -26.8% $62.64 -3.9%
737 BEACON FINANCIAL CORP. 44,634.0 $1.3M 0.02% +1K +3.0% $30.00
738 SHOO MADDEN STEVEN LTD Consumer Cyclical 39,369.0 $1.3M 0.02% +2K +4.3% $33.92 +13.8%
739 TRMK TRUSTMARK CORP Financial Services 31,519.0 $1.3M 0.02% $42.14 +4.0%
740 IAC IAC INC Technology 33,168.0 $1.3M 0.02% -608.0 -1.8% $40.03 +1.3%
Page 37 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%