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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 43 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 AMR ALPHA METALLURGICAL RESOUR I Energy 4,798.0 $985K 0.01% -497.0 -9.4% $205.27 -11.2%
842 EXTR EXTREME NETWORKS INC Technology 65,103.0 $982K 0.01% -4K -5.3% $15.08 +63.5%
843 OI O-I GLASS INC Consumer Cyclical 92,965.0 $977K 0.01% +17K +21.8% $10.51 -20.6%
844 FCF FIRST COMWLTH FINL CORP PA Financial Services 55,385.0 $974K 0.01% +1K +2.3% $17.58 +2.7%
845 MANH MANHATTAN ASSOCIATES INC Technology 7,277.0 $969K 0.01% -4K -34.1% $133.12 -1.4%
846 NWBI NORTHWEST BANCSHARES INC Financial Services 76,321.0 $969K 0.01% +1K +1.8% $12.69 +5.6%
847 SPSC SPS COMM INC Technology 17,226.0 $959K 0.01% -3K -13.8% $55.67 -8.1%
848 ARMOUR RESIDENTIAL REIT INC 56,754.0 $947K 0.01% -7K -10.3% $16.68
849 WOR WORTHINGTON ENTERPRISES INC Industrials 18,057.0 $941K 0.01% +2K +10.7% $52.14 +2.4%
850 GNL GLOBAL NET LEASE INC Real Estate 100,388.0 $940K 0.01% -7K -6.4% $9.36 -1.4%
851 HTO H2O AMERICA Utilities 16,009.0 $939K 0.01% -1K -5.9% $58.67 -5.8%
852 ROG ROGERS CORP Technology 8,750.0 $939K 0.01% +397.0 +4.8% $107.33 +30.2%
853 RRC RANGE RES CORP Energy 20,777.0 $939K 0.01% -14K -39.6% $45.18 -6.0%
854 ADNT ADIENT PLC Consumer Cyclical 46,366.0 $937K 0.01% +1K +3.1% $20.21 +2.1%
855 KEY KEYCORP Financial Services 46,692.0 $936K 0.01% NEW $20.05 +4.9%
856 WT WISDOMTREE INC Financial Services 64,134.0 $934K 0.01% +2K +3.8% $14.56 +33.3%
857 OFG OFG BANCORP Financial Services 23,060.0 $933K 0.01% $40.46 +8.7%
858 HCI HCI GROUP INC Financial Services 6,011.0 $929K 0.01% +97.0 +1.6% $154.61 +1.2%
859 CNS COHEN & STEERS INC Financial Services 14,833.0 $928K 0.01% -391.0 -2.6% $62.55 +15.5%
860 LTC LTC PPTYS INC Real Estate 24,831.0 $923K 0.01% -1K -4.4% $37.16 +2.0%
Page 43 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%