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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 40 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DINO HF SINCLAIR CORP Energy 19,006.0 $1.2M 0.01% NEW $62.39 +12.2%
782 NBTB NBT BANCORP INC Financial Services 27,745.0 $1.2M 0.01% +784.0 +2.9% $42.58 +3.5%
783 ANDE ANDERSONS INC Consumer Defensive 16,370.0 $1.2M 0.01% -2K -10.1% $71.78 -1.3%
784 NEOG NEOGEN CORP Healthcare 126,139.0 $1.2M 0.01% NEW $9.29 -11.8%
785 MTX MINERALS TECHNOLOGIES INC Basic Materials 16,509.0 $1.2M 0.01% +104.0 +0.6% $70.92 +7.6%
786 BANF BANCFIRST CORP Financial Services 10,788.0 $1.2M 0.01% -298.0 -2.7% $108.50 -0.7%
787 UFPI UFP INDUSTRIES INC Basic Materials 12,642.0 $1.2M 0.01% -3K -17.0% $92.12 -13.1%
788 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 93,479.0 $1.2M 0.01% NEW $12.43 -4.1%
789 LMAT LEMAITRE VASCULAR INC Healthcare 10,612.0 $1.2M 0.01% -559.0 -5.0% $109.17 -10.9%
790 HAL HALLIBURTON CO Energy 29,615.0 $1.2M 0.01% NEW $38.99 +7.1%
791 GNTX GENTEX CORP Consumer Cyclical 52,745.0 $1.2M 0.01% +28K +111.0% $21.85 +4.7%
792 ELF E L F BEAUTY INC Consumer Defensive 18,993.0 $1.2M 0.01% +11K +148.6% $60.61 -6.9%
793 NDAQ NASDAQ INC Financial Services 13,534.0 $1.1M 0.01% -3K -19.7% $84.89 +7.3%
794 NWN NORTHWEST NAT HLDG CO Utilities 21,500.0 $1.1M 0.01% -2K -7.9% $53.22 -9.0%
795 DNOW DNOW INC Energy 95,943.0 $1.1M 0.01% -4K -4.3% $11.91 +10.3%
796 CUBI CUSTOMERS BANCORP INC Financial Services 16,424.0 $1.1M 0.01% +1K +6.9% $69.41 +4.3%
797 DXC DXC TECHNOLOGY CO Technology 90,522.0 $1.1M 0.01% +6K +6.9% $12.57 -28.9%
798 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 17,569.0 $1.1M 0.01% +604.0 +3.6% $64.45 -3.8%
799 FBK FB FINL CORP Financial Services 21,786.0 $1.1M 0.01% $51.94 -1.2%
800 WAT WATERS CORP Healthcare 3,780.0 $1.1M 0.01% +398.0 +11.8% $297.80 +10.6%
Page 40 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%