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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 54 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 PZZA PAPA JOHNS INTL INC Consumer Cyclical 13,521.0 $438K 0.01% -5K -25.0% $32.41 +1.0%
1062 APOG APOGEE ENTERPRISES INC Industrials 12,953.0 $434K 0.01% +2K +19.0% $33.54 +1.4%
1063 TR TOOTSIE ROLL INDS INC Consumer Defensive 10,081.0 $431K 0.01% -438.0 -4.2% $42.72 -5.5%
1064 CORE LABORATORIES INC 25,642.0 $431K 0.01% +3K +12.9% $16.79
1065 TRST TRUSTCO BK CORP N Y Financial Services 9,635.0 $422K 0.01% -208.0 -2.1% $43.78 +12.0%
1066 HAFC HANMI FINL CORP Financial Services 15,900.0 $419K 0.01% +342.0 +2.2% $26.36 +11.2%
1067 MATW MATTHEWS INTL CORP Industrials 15,969.0 $412K 0.01% +786.0 +5.2% $25.82 +5.8%
1068 BJRI BJS RESTAURANTS INC Consumer Cyclical 11,638.0 $408K 0.01% -404.0 -3.4% $35.10 +19.8%
1069 SMP STANDARD MTR PRODS INC Consumer Cyclical 11,679.0 $406K 0.01% +466.0 +4.2% $34.74 +10.9%
1070 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 12,045.0 $405K 0.01% +454.0 +3.9% $33.65 +4.1%
1071 KOP KOPPERS HOLDINGS INC Basic Materials 10,201.0 $395K 0.01% -901.0 -8.1% $38.68 +9.6%
1072 ETN EATON CORP PLC Industrials 1,103.0 $395K 0.01% -3K -75.3% $357.67 +14.1%
1073 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 4,907.0 $389K 0.01% +220.0 +4.7% $79.33 -5.8%
1074 IIIN INSTEEL INDS INC Industrials 11,414.0 $384K 0.01% +1K +13.6% $33.61 -20.4%
1075 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 19,528.0 $383K 0.01% -1K -6.6% $19.59 -13.9%
1076 SCSC SCANSOURCE INC Technology 10,504.0 $381K 0.01% -480.0 -4.4% $36.30 +18.2%
1077 PSKY PARAMOUNT SKYDANCE CORP Communication Services 42,080.0 $380K 0.01% -111K -72.6% $9.02 +12.1%
1078 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 13,424.0 $377K 0.01% +851.0 +6.8% $28.11 +9.2%
1079 LZ LEGALZOOM COM INC Industrials 65,983.0 $374K 0.01% NEW $5.67 +3.7%
1080 LQDT LIQUIDITY SVCS INC Consumer Cyclical 12,196.0 $373K 0.01% $30.57 +9.1%
Page 54 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%