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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 48 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 45,660.0 $745K 0.01% +7K +17.9% $16.32 -5.9%
942 XHR XENIA HOTELS & RESORTS INC Real Estate 50,162.0 $744K 0.01% -2K -3.0% $14.83 +7.3%
943 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 53,598.0 $742K 0.01% -402.0 -0.7% $13.85 -14.1%
944 LZB LA Z BOY INC Consumer Cyclical 22,845.0 $734K 0.01% +277.0 +1.2% $32.14 +6.7%
945 PRLB PROTO LABS INC Industrials 12,871.0 $734K 0.01% +300.0 +2.4% $57.02 +26.3%
946 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 48,298.0 $727K 0.01% +5K +11.6% $15.05 -8.4%
947 HCSG HEALTHCARE SVCS GROUP INC Healthcare 39,032.0 $724K 0.01% -299.0 -0.8% $18.55 +14.6%
948 EQH EQUITABLE HLDGS INC Financial Services 19,442.0 $721K 0.01% -19K -50.0% $37.11 +14.7%
949 QDEL QUIDELORTHO CORP Healthcare 43,751.0 $719K 0.01% +9K +24.9% $16.43 -37.2%
950 DCOM DIME CMNTY BANCSHARES INC Financial Services 21,219.0 $718K 0.01% +683.0 +3.3% $33.82 +5.6%
951 MAN MANPOWERGROUP INC WIS Industrials 24,310.0 $716K 0.01% -1K -4.8% $29.46 -11.8%
952 KRC KILROY REALTY CORP Real Estate 25,270.0 $713K 0.01% +5K +23.6% $28.21 +21.8%
953 IIPR INNOVATIVE INDL PPTYS INC Real Estate 14,173.0 $711K 0.01% -186.0 -1.3% $50.16 +7.6%
954 MOD MODINE MFG CO Consumer Cyclical 3,266.0 $708K 0.01% -4K -55.6% $216.71 +25.2%
955 HLX HELIX ENERGY SOLUTIONS GRP I Energy 71,231.0 $704K 0.01% +2K +3.5% $9.89 +1.6%
956 LNN LINDSAY CORP Industrials 5,912.0 $704K 0.01% +354.0 +6.4% $119.07 -11.5%
957 PGNY PROGYNY INC Healthcare 41,339.0 $702K 0.01% -4K -9.1% $16.98 +36.9%
958 NET CLOUDFLARE INC Technology 3,392.0 $700K 0.01% -8K -69.6% $206.34 -4.3%
959 ALGT ALLEGIANT TRAVEL CO Industrials 8,584.0 $696K 0.01% +2K +27.1% $81.04 -7.9%
960 ARI APOLLO COML REAL ESTATE FIN Real Estate 65,824.0 $695K 0.01% -4K -5.5% $10.56 +3.2%
Page 48 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%