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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 42 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ALRM ALARM COM HLDGS INC Technology 24,554.0 $1.1M 0.01% -2K -6.7% $43.19 +1.5%
822 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 40,877.0 $1.1M 0.01% -1K -3.1% $25.90 -32.6%
823 BANR BANNER CORP Financial Services 17,362.0 $1.1M 0.01% -311.0 -1.8% $60.68 +5.6%
824 PATHWARD FINANCIAL INC 11,800.0 $1.1M 0.01% -99.0 -0.8% $89.23
825 NHC NATIONAL HEALTHCARE CORP Healthcare 6,561.0 $1.0M 0.01% -172.0 -2.5% $159.70 +21.3%
826 WM WASTE MGMT INC DEL Industrials 4,538.0 $1.0M 0.01% -5K -53.2% $229.79 -4.3%
827 DRH DIAMONDROCK HOSPITALITY CO Real Estate 109,197.0 $1.0M 0.01% -4K -3.6% $9.37 +9.9%
828 LSCC LATTICE SEMICONDUCTOR CORP Technology 11,008.0 $1.0M 0.01% NEW $92.76 +29.5%
829 STRA STRATEGIC ED INC Consumer Defensive 12,299.0 $1.0M 0.01% -242.0 -1.9% $82.96 -5.0%
830 R RYDER SYS INC Industrials 4,974.0 $1.0M 0.01% +193.0 +4.0% $204.71 +12.8%
831 CXW CORECIVIC INC Real Estate 53,843.0 $1.0M 0.01% -2K -4.3% $18.91 +9.7%
832 PRGO PERRIGO CO PLC Healthcare 94,646.0 $1.0M 0.01% NEW $10.74 -1.2%
833 KALU KAISER ALUMINIUM CORPORATION Basic Materials 8,423.0 $1.0M 0.01% +580.0 +7.4% $120.51 +40.5%
834 IOSP INNOSPEC INC Basic Materials 13,861.0 $1.0M 0.01% +1K +8.6% $73.02 +7.0%
835 KWR QUAKER HOUGHTON Basic Materials 8,103.0 $1.0M 0.01% +777.0 +10.6% $124.23 +11.1%
836 CALY CALLAWAY GOLF CO Consumer Cyclical 72,359.0 $1.0M 0.01% -13K -14.9% $13.88 +7.3%
837 OSK OSHKOSH CORP Industrials 6,821.0 $1.0M 0.01% NEW $147.21 -18.2%
838 VECO VEECO INSTRS INC DEL Technology 29,604.0 $1.0M 0.01% +158.0 +0.5% $33.86 +73.2%
839 STC STEWART INFORMATION SVCS COR Financial Services 16,116.0 $992K 0.01% +308.0 +1.9% $61.58 +8.5%
840 SWX SOUTHWEST GAS HLDGS INC Utilities 11,366.0 $988K 0.01% +935.0 +9.0% $86.90 +0.9%
Page 42 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%