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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 50 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ROCK GIBRALTAR INDS INC Industrials 16,286.0 $649K 0.01% +387.0 +2.4% $39.87 -4.9%
982 MBC MASTERBRAND INC Consumer Cyclical 78,137.0 $649K 0.01% +12K +18.4% $8.31 -13.8%
983 MBIN MERCHANTS BANCORP IND Financial Services 15,132.0 $649K 0.01% NEW $42.91 +5.0%
984 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 13,762.0 $649K 0.01% -2K -14.6% $47.14 -17.6%
985 PRA PROASSURANCE CORP Financial Services 26,178.0 $647K 0.01% -2K -6.5% $24.72 -0.5%
986 VTOL BRISTOW GROUP INC Energy 13,767.0 $646K 0.01% -290.0 -2.1% $46.89 -9.1%
987 WINA WINMARK CORP Consumer Cyclical 1,508.0 $645K 0.01% NEW $427.55 -15.4%
988 DV DOUBLEVERIFY HLDGS INC Technology 67,749.0 $644K 0.01% -2K -2.7% $9.50 -9.4%
989 PRGS PROGRESS SOFTWARE CORP Technology 25,081.0 $643K 0.01% +4K +16.3% $25.65 +4.5%
990 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 23,291.0 $641K 0.01% +752.0 +3.3% $27.54 -15.9%
991 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 11,365.0 $629K 0.01% -276.0 -2.4% $55.31 -34.6%
992 ENR ENERGIZER HLDGS INC Industrials 38,221.0 $628K 0.01% +7K +24.2% $16.42 +1.7%
993 XPEL XPEL INC Consumer Cyclical 14,052.0 $622K 0.01% +1K +11.4% $44.26 -4.0%
994 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 18,800.0 $622K 0.01% +3K +15.4% $33.07 +5.3%
995 BIRKENSTOCK HOLDING PLC 17,336.0 $621K 0.01% -19K -51.8% $35.83
996 ACT ENACT HLDGS INC Financial Services 15,187.0 $620K 0.01% -514.0 -3.3% $40.81 +5.4%
997 WS WORTHINGTON STL INC Basic Materials 20,376.0 $618K 0.01% +4K +24.0% $30.35 +34.0%
998 MIDD MIDDLEBY CORP Industrials 4,631.0 $614K 0.01% +635.0 +15.9% $132.58 +10.9%
999 RSG REPUBLIC SVCS INC Industrials 2,799.0 $613K 0.01% -6K -68.2% $219.02 -4.7%
1000 AHCO ADAPTHEALTH CORP Healthcare 51,338.0 $611K 0.01% -3K -6.1% $11.90 -10.4%
Page 50 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%