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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 46 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 TILE INTERFACE INC Consumer Cyclical 33,527.0 $835K 0.01% +2K +6.0% $24.92 +14.1%
902 STE STERIS PLC Healthcare 3,770.0 $834K 0.01% +2K +134.9% $221.13 -3.8%
903 HBAN HUNTINGTON BANCSHARES INC Financial Services 53,191.0 $832K 0.01% +7K +16.1% $15.65 -1.4%
904 CRK COMSTOCK RES INC Energy 39,331.0 $829K 0.01% -11K -21.1% $21.08 -31.3%
905 HTH HILLTOP HLDGS INC Financial Services 23,109.0 $828K 0.01% -245.0 -1.1% $35.82 +2.4%
906 JBLU JETBLUE AIRWAYS CORP Industrials 186,916.0 $826K 0.01% +43K +29.9% $4.42 +7.0%
907 CRY ARTIVION INC 22,492.0 $824K 0.01% -1K -5.3% $36.62 -51.2%
908 BKE BUCKLE INC Consumer Cyclical 16,193.0 $815K 0.01% $50.36 -5.2%
909 ECPG ENCORE CAP GROUP INC Financial Services 11,607.0 $814K 0.01% -213.0 -1.8% $70.12 +15.3%
910 RAMP LIVERAMP HLDGS INC Technology 30,673.0 $813K 0.01% -3K -10.1% $26.52 +42.3%
911 WYNN WYNN RESORTS LTD Consumer Cyclical 7,973.0 $810K 0.01% +963.0 +13.7% $101.55 -6.1%
912 DEI DOUGLAS EMMETT INC Real Estate 85,452.0 $805K 0.01% -8K -8.5% $9.42 +25.4%
913 UPWK UPWORK INC Industrials 72,163.0 $791K 0.01% +3K +4.1% $10.96 -24.7%
914 J JACOBS SOLUTIONS INC Industrials 6,198.0 $789K 0.01% +637.0 +11.4% $127.28 -12.6%
915 AIN ALBANY INTL CORP Consumer Cyclical 15,053.0 $786K 0.01% +112.0 +0.8% $52.21 +17.1%
916 RCUS ARCUS BIOSCIENCES INC Healthcare 36,233.0 $783K 0.01% NEW $21.60 +11.2%
917 VRE VERIS RESIDENTIAL INC Real Estate 41,440.0 $782K 0.01% -4K -9.2% $18.87 +0.6%
918 NWL NEWELL BRANDS INC Consumer Defensive 227,460.0 $780K 0.01% +10K +4.7% $3.43 +10.8%
919 ACADIAN ASSET MANAGEMENT INC 14,319.0 $779K 0.01% +905.0 +6.8% $54.42
920 NI NISOURCE INC Utilities 16,672.0 $778K 0.01% -10K -38.1% $46.66 +0.4%
Page 46 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%