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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 52 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 GIII G III APPAREL GROUP LTD Consumer Cyclical 19,758.0 $547K 0.01% +482.0 +2.5% $27.70 +7.4%
1022 PDFS PDF SOLUTIONS INC Technology 16,385.0 $536K 0.01% +2K +11.7% $32.71 +40.8%
1023 SNCY SUN CTRY AIRLS HLDGS INC Industrials 32,227.0 $532K 0.01% +5K +20.5% $16.52 -2.1%
1024 TMP TOMPKINS FINL CORP Financial Services 6,750.0 $532K 0.01% +279.0 +4.3% $78.84 +5.5%
1025 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 7,758.0 $532K 0.01% +121.0 +1.6% $68.57 +13.5%
1026 PMT PENNYMAC MTG INVT TR Real Estate 45,589.0 $532K 0.01% -2K -4.8% $11.66 -10.3%
1027 MLKN MILLERKNOLL INC Consumer Cyclical 36,567.0 $529K 0.01% +1K +3.5% $14.46 +3.3%
1028 PFBC PREFERRED BK LOS ANGELES CA Financial Services 5,776.0 $524K 0.01% -350.0 -5.7% $90.69 +0.6%
1029 LGIH LGI HOMES INC Consumer Cyclical 13,177.0 $521K 0.01% +1K +10.4% $39.53 +15.1%
1030 AZTA AZENTA INC Healthcare 24,649.0 $521K 0.01% +3K +13.6% $21.13 -24.2%
1031 WGO WINNEBAGO INDS INC Consumer Cyclical 16,798.0 $521K 0.01% +3K +23.7% $30.99 -3.6%
1032 DEA EASTERLY GOVT PPTYS INC Real Estate 23,833.0 $511K 0.01% +391.0 +1.7% $21.43 +7.4%
1033 MSEX MIDDLESEX WTR CO Utilities 9,765.0 $508K 0.01% +62.0 +0.6% $52.05 -0.2%
1034 EIG EMPLOYERS HLDGS INC Financial Services 12,139.0 $499K 0.01% -672.0 -5.2% $41.14 +0.9%
1035 CSR CENTERSPACE Real Estate 8,626.0 $496K 0.01% -1K -13.4% $57.45 +18.2%
1036 WAL WESTERN ALLIANCE BANCORP Financial Services 6,953.0 $493K 0.01% +899.0 +14.8% $70.85 +7.2%
1037 THRM GENTHERM INC Consumer Cyclical 17,619.0 $489K 0.01% +2K +13.1% $27.78 +13.2%
1038 INVX INNOVEX INTERNATIONAL INC Energy 20,016.0 $488K 0.01% $24.39 +13.2%
1039 NX QUANEX BLDG PRODS CORP Industrials 27,164.0 $488K 0.01% NEW $17.97 +6.5%
1040 VYX NCR VOYIX CORPORATION Technology 77,045.0 $488K 0.01% +1K +1.6% $6.33 +9.5%
Page 52 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%