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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 49 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 17,264.0 $695K 0.01% $40.26 -12.5%
962 ASTE ASTEC INDS INC Industrials 12,866.0 $693K 0.01% +888.0 +7.4% $53.84 -12.6%
963 WKC WORLD KINECT CORPORATION Energy 29,862.0 $689K 0.01% +950.0 +3.3% $23.07 +21.5%
964 PRG PROG HOLDINGS INC Industrials 23,828.0 $684K 0.01% +4K +19.2% $28.69 +19.3%
965 ANIP ANI PHARMACEUTICALS INC Healthcare 8,865.0 $682K 0.01% -818.0 -8.4% $76.90 +1.4%
966 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 12,914.0 $681K 0.01% -119.0 -0.9% $52.70 +2.3%
967 WABC WESTAMERICA BANCORPORATION Financial Services 12,973.0 $677K 0.01% -745.0 -5.4% $52.15 +3.9%
968 TFIN TRIUMPH FINANCIAL INC Financial Services 11,319.0 $675K 0.01% +397.0 +3.6% $59.66 +6.7%
969 WLY WILEY JOHN & SONS INC Communication Services 17,579.0 $670K 0.01% -8K -30.9% $38.10 +3.5%
970 CNMD CONMED CORP Healthcare 18,935.0 $670K 0.01% +194.0 +1.0% $35.36 +2.8%
971 PAYO PAYONEER GLOBAL INC Technology 138,103.0 $667K 0.01% -18K -11.5% $4.83 +0.8%
972 KW KENNEDY-WILSON HOLDINGS INC Real Estate 61,464.0 $665K 0.01% NEW $10.82 +1.8%
973 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 31,289.0 $663K 0.01% +2K +8.2% $21.18 +2.3%
974 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 7,196.0 $662K 0.01% +785.0 +12.2% $92.04 -14.4%
975 ATR APTARGROUP INC Healthcare 5,237.0 $660K 0.01% -4K -45.7% $126.02 -9.0%
976 JJSF J & J SNACK FOODS CORP Consumer Defensive 8,275.0 $656K 0.01% $79.27 -10.8%
977 YELP YELP INC Communication Services 26,442.0 $654K 0.01% -5K -15.0% $24.74 -14.8%
978 EFC ELLINGTON FINANCIAL INC Real Estate 55,003.0 $652K 0.01% +2K +4.4% $11.85 +13.6%
979 CRI CARTERS INC Consumer Cyclical 18,226.0 $652K 0.01% -833.0 -4.4% $35.76 -5.6%
980 TRIP TRIPADVISOR INC Consumer Cyclical 61,011.0 $650K 0.01% +1K +2.0% $10.66 -9.9%
Page 49 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%