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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 51 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 WEN WENDYS CO Consumer Cyclical 87,227.0 $606K 0.01% -2K -1.7% $6.95 +16.7%
1002 USPH U S PHYSICAL THERAPY Healthcare 8,016.0 $601K 0.01% +332.0 +4.3% $74.96 -13.2%
1003 SCL STEPAN CO Basic Materials 12,018.0 $601K 0.01% +724.0 +6.4% $49.98 +1.0%
1004 ALAB ASTERA LABS INC Technology 5,455.0 $598K 0.01% +605.0 +12.5% $109.60 +112.3%
1005 SAFT SAFETY INS GROUP INC Financial Services 8,217.0 $597K 0.01% +134.0 +1.7% $72.64 -2.1%
1006 TNC TENNANT CO Industrials 8,863.0 $589K 0.01% -787.0 -8.2% $66.40 +24.3%
1007 REX REX AMERICAN RES CORP Basic Materials 12,904.0 $588K 0.01% -2K -14.3% $45.57 +8.1%
1008 HLIT HARMONIC INC Technology 65,125.0 $585K 0.01% +10K +17.5% $8.98 +48.6%
1009 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 6,106.0 $584K 0.01% -552.0 -8.3% $95.60 +22.3%
1010 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 17,254.0 $582K 0.01% -13K -43.2% $33.74 -10.3%
1011 SEZL SEZZLE INC Financial Services 9,146.0 $579K 0.01% NEW $63.29 +63.4%
1012 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 27,063.0 $578K 0.01% +1K +4.0% $21.34 -21.8%
1013 FDS FACTSET RESH SYS INC Financial Services 2,649.0 $575K 0.01% -1K -29.6% $216.99 -7.9%
1014 UPBOUND GROUP INC 31,249.0 $564K 0.01% +4K +16.7% $18.05
1015 GO GROCERY OUTLET HLDG CORP Consumer Defensive 79,829.0 $563K 0.01% +26K +49.3% $7.05 +8.8%
1016 NEO NEOGENOMICS INC Healthcare 75,776.0 $562K 0.01% NEW $7.42 +12.7%
1017 ZD ZIFF DAVIS INC Communication Services 13,367.0 $561K 0.01% -7K -33.4% $41.96 -3.2%
1018 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 20,020.0 $561K 0.01% +727.0 +3.8% $28.01 +9.8%
1019 MTB M & T BK CORP Financial Services 2,707.0 $560K 0.01% +280.0 +11.5% $206.72 -0.5%
1020 ESTC ELASTIC N V Technology 11,165.0 $558K 0.01% +1K +11.7% $49.99 -0.4%
Page 51 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%