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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 55 of 57  ·  1,127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PURSUIT ATTRACTIONS AND HOSP 10,157.0 $372K 0.01% -1K -10.3% $36.63
1082 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 22,500.0 $370K 0.01% +2K +11.1% $16.46 -1.9%
1083 AMWD AMERICAN WOODMARK CORP Consumer Cyclical 9,284.0 $370K 0.01% +1K +19.1% $39.83 -11.3%
1084 EGBN EAGLE BANCORPORATION INC Financial Services 14,813.0 $368K 0.01% +1K +10.6% $24.87 +0.8%
1085 CERT CERTARA INC Healthcare 64,374.0 $367K 0.01% $5.70 -21.4%
1086 BX BLACKSTONE INC Financial Services 3,185.0 $366K 0.01% -5K -62.9% $114.99 +2.5%
1087 RWT REDWOOD TRUST INC Real Estate 65,205.0 $366K 0.01% -5K -6.5% $5.61 -6.2%
1088 CXM SPRINKLR INC Technology 59,477.0 $357K 0.01% +774.0 +1.3% $6.00 -17.7%
1089 FBRT FRANKLIN BSP RLTY TR INC Real Estate 42,005.0 $357K 0.01% -1K -3.0% $8.49 +7.4%
1090 MCW MISTER CAR WASH INC Consumer Cyclical 50,767.0 $354K 0.01% -1K -2.3% $6.97 +1.9%
1091 NPK NATIONAL PRESTO INDS INC Industrials 2,566.0 $352K 0.00% -32.0 -1.2% $137.06 +1.6%
1092 AVNS AVANOS MED INC Healthcare 25,006.0 $350K 0.00% -584.0 -2.3% $14.01 +76.4%
1093 SAFEHOLD INC 25,782.0 $349K 0.00% +534.0 +2.1% $13.53
1094 AMN AMN HEALTHCARE SVCS INC Healthcare 18,799.0 $345K 0.00% -3K -13.7% $18.34 +56.0%
1095 SNOW SNOWFLAKE INC Technology 2,279.0 $344K 0.00% -3K -58.1% $150.82 -0.0%
1096 WSR WHITESTONE REIT Real Estate 21,216.0 $343K 0.00% -3K -12.7% $16.15 +17.6%
1097 QNST QUINSTREET INC Communication Services 28,389.0 $341K 0.00% -855.0 -2.9% $12.01 -3.8%
1098 CNXN PC CONNECTION INC Technology 5,825.0 $341K 0.00% $58.46 +9.8%
1099 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 21,922.0 $338K 0.00% -2K -7.8% $15.42 +4.2%
1100 MMI MARCUS & MILLICHAP INC Real Estate 12,702.0 $338K 0.00% -1K -8.1% $26.59 +8.8%
Page 55 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%