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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 44 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TALO TALOS ENERGY INC Energy 58,514.0 $922K 0.01% -9K -12.9% $15.76 +4.0%
862 WMS ADVANCED DRAIN SYS INC DEL Industrials 6,722.0 $922K 0.01% NEW $137.13 -1.1%
863 SSD SIMPSON MFG INC Industrials 5,366.0 $921K 0.01% NEW $171.62 +4.1%
864 DXPE DXP ENTERPRISES INC Industrials 6,590.0 $921K 0.01% +360.0 +5.8% $139.73 +5.1%
865 MD PEDIATRIX MEDICAL GROUP INC Healthcare 42,959.0 $919K 0.01% -9K -17.7% $21.39 +5.1%
866 EVTC EVERTEC INC Technology 32,428.0 $915K 0.01% -3K -7.6% $28.22 -16.3%
867 BL BLACKLINE INC Technology 24,727.0 $915K 0.01% -3K -9.8% $37.00 -19.4%
868 HMN HORACE MANN EDUCATORS CORP N Financial Services 21,315.0 $910K 0.01% -1K -5.2% $42.68 +5.4%
869 WTFC WINTRUST FINL CORP Financial Services 6,534.0 $908K 0.01% NEW $138.94 +4.1%
870 OGN ORGANON & CO Healthcare 151,038.0 $905K 0.01% $5.99 +123.7%
871 STEL STELLAR BANCORP INC Financial Services 24,671.0 $903K 0.01% -161.0 -0.7% $36.61 -0.6%
872 FLUTTER ENTMT PLC 8,858.0 $903K 0.01% -1K -12.4% $101.95
873 SONO SONOS INC Technology 67,260.0 $901K 0.01% +3K +4.9% $13.40 +10.7%
874 HPQ HP INC Technology 46,837.0 $900K 0.01% -18K -28.0% $19.21 +8.3%
875 IPAR INTERPARFUMS INC Consumer Defensive 9,885.0 $898K 0.01% +227.0 +2.4% $90.84 -5.2%
876 CHCO CITY HLDG CO Financial Services 7,464.0 $892K 0.01% -147.0 -1.9% $119.52 +3.0%
877 SCCO SOUTHERN COPPER CORP Basic Materials 5,172.0 $890K 0.01% NEW $172.06 +2.7%
878 AXSM AXSOME THERAPEUTICS INC. Healthcare 5,228.0 $884K 0.01% NEW $169.02 +34.5%
879 DGII DIGI INTL INC Technology 18,283.0 $881K 0.01% +395.0 +2.2% $48.20 +28.6%
880 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 97,682.0 $880K 0.01% -9K -8.2% $9.01 +12.7%
Page 44 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%