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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 47 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 NBHC NATIONAL BK HLDGS CORP Financial Services 19,816.0 $776K 0.01% +300.0 +1.5% $39.16 +5.3%
922 CRL CHARLES RIV LABS INTL INC Healthcare 4,485.0 $774K 0.01% NEW $172.50 -7.8%
923 HOPE HOPE BANCORP INC Financial Services 69,078.0 $772K 0.01% +4K +6.6% $11.17 +7.3%
924 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 53,688.0 $770K 0.01% +1K +2.0% $14.35 -19.6%
925 CTS CTS CORP Technology 16,115.0 $770K 0.01% +1K +6.9% $47.76 +28.3%
926 ATEN A10 NETWORKS INC Technology 33,229.0 $768K 0.01% -3K -7.3% $23.12 +20.9%
927 LKFN LAKELAND FINL CORP Financial Services 13,374.0 $767K 0.01% -288.0 -2.1% $57.38 +1.4%
928 EZPW EZCORP INC Financial Services 30,205.0 $767K 0.01% +1K +3.8% $25.38 +29.2%
929 ABR ARBOR REALTY TRUST INC Real Estate 99,308.0 $766K 0.01% -3K -3.1% $7.71 -24.9%
930 COHU COHU INC Technology 24,993.0 $765K 0.01% +839.0 +3.5% $30.62 +59.9%
931 LEG LEGGETT & PLATT INC Consumer Cyclical 77,290.0 $764K 0.01% +10K +15.5% $9.88 -4.0%
932 UFPT UFP TECHNOLOGIES INC Healthcare 3,942.0 $763K 0.01% NEW $193.60 +14.1%
933 SLVM SYLVAMO CORP Basic Materials 17,932.0 $757K 0.01% +666.0 +3.9% $42.24 -8.4%
934 SNDR SCHNEIDER NATIONAL INC Industrials 28,726.0 $757K 0.01% +6K +28.1% $26.36 +26.0%
935 WD WALKER & DUNLOP INC Financial Services 17,040.0 $756K 0.01% -2K -10.1% $44.38 +19.4%
936 UNIT UNITI GROUP LLC Real Estate 80,263.0 $753K 0.01% -11K -12.4% $9.38 +19.9%
937 LPG DORIAN LPG LTD Energy 21,964.0 $751K 0.01% +2K +8.8% $34.20 +19.5%
938 MXL MAXLINEAR INC Technology 43,111.0 $750K 0.01% +8K +22.4% $17.39 +410.5%
939 HII HUNTINGTON INGALLS INDS INC Industrials 1,972.0 $749K 0.01% -756.0 -27.7% $379.90 -11.3%
940 PEB PEBBLEBROOK HOTEL TR Real Estate 59,021.0 $745K 0.01% -6K -8.9% $12.63 +13.0%
Page 47 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%