Fund Holdings

Illinois Municipal Retirement Fund

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP452,713448,908-3,80554,479,48276,161,7310.97%+21,682,249
ISHARES TR19,20047,900+28,70013,150,84831,288,7590.40%+18,137,911
NVIDIA CORPORATION(NVDA)1,549,5801,737,770+188,190288,996,670303,067,0883.86%+14,070,418
CHEVRON CORPORATION(CVX)245,849247,765+1,91637,469,84651,262,5790.65%+13,792,733
CARNIVAL CORP0480,034+480,034012,423,2800.16%+12,423,280
WESTERN DIGITAL CORP(WDC)139,532124,156-15,37624,037,17833,582,9560.43%+9,545,778
TERADYNE INC(TER)105,71399,203-6,51020,461,80829,409,7210.37%+8,947,913
APA CORPORATION(APA)217,864329,068+111,2045,328,95313,965,6460.18%+8,636,693
AMEREN CORP(AEE)51,796121,137+69,3415,172,34913,315,3790.17%+8,143,030
APPLE INC(AAPL)1,048,4771,154,968+106,491285,038,957293,119,3293.73%+8,080,372
CIENA CORP(CIEN)48,44049,513+1,07311,328,66319,222,4320.24%+7,893,769
LKQ CORP(LKQ)137,943404,022+266,0794,165,87911,866,1260.15%+7,700,247
APPLIED MATLS INC102,51098,322-4,18826,344,04533,605,4760.43%+7,261,431
CORNING INC(GLW)294,679239,160-55,51925,802,09332,518,5850.41%+6,716,492
JOHNSON & JOHNSON(JNJ)339,067313,992-25,07570,169,91676,752,2040.98%+6,582,288
VERIZON COMMUNICATIONS INC(VZ)977,898920,341-57,55739,829,78646,201,1180.59%+6,371,332
JOHNSON CONTROLS INTERNATION
SHS
22,38767,746+45,3592,680,8438,871,3390.11%+6,190,496
ENTERGY CORP NEW(ETR)152,490180,358+27,86814,094,65120,265,0250.26%+6,170,374
COSTCO WHOLESALE CORPORATION(COST)56,99055,270-1,72049,144,75755,072,6860.70%+5,927,929
CMS ENERGY CORP(CMS)47,243118,565+71,3223,303,7039,198,2730.12%+5,894,570
PRIMORIS SVCS CORP(PRIM)9,61248,384+38,7721,193,2346,920,8470.09%+5,727,613
NORTHERN TR CORP(NTRS)138,179175,937+37,75818,873,87024,555,5270.31%+5,681,657
EMCOR GROUP INC(EME)23,53227,083+3,55114,396,64219,995,6500.25%+5,599,008
EXELON CORP(EXC)235,010319,407+84,39710,244,08615,657,3310.20%+5,413,245
LAM RESEARCH CORP(LRCX)137,231134,889-2,34223,491,20328,820,3840.37%+5,329,181
ALTRIA GROUP INC(MO)668,243662,925-5,31838,530,89143,746,4210.56%+5,215,530
FIRSTENERGY CORP(FE)212,481290,036+77,5559,512,77414,693,2240.19%+5,180,450
KLA CORP(KLAC)8,75410,707+1,95310,636,81015,765,0940.20%+5,128,284
ROSS STORES INC(ROST)165,488160,947-4,54129,811,00834,865,9490.44%+5,054,941
GE VERNOVA INC(GEV)13,12615,551+2,4258,578,76013,574,4680.17%+4,995,708
CONOCOPHILLIPS(COP)230,621201,382-29,23921,588,43226,582,4240.34%+4,993,992
CATERPILLAR INC(CAT)25,01327,038+2,02514,329,19719,155,3410.24%+4,826,144
CASEYS GEN STORES INC(CASY)18,33620,519+2,18310,134,49114,934,9590.19%+4,800,468
DTE ENERGY CO(DTB)4,38436,425+32,041565,4485,326,0640.07%+4,760,616
TEXAS INSTRS INC(TXN)20,92342,700+21,7773,629,9318,289,7780.11%+4,659,847
MICRON TECHNOLOGY INC(MU)32,78540,897+8,1129,357,16713,816,6420.18%+4,459,475
OCCIDENTAL PETE CORP(OXY)197,227191,281-5,9468,109,97412,433,2650.16%+4,323,291
KINDER MORGAN INC DEL(KMI)644,656655,726+11,07017,721,59321,986,4930.28%+4,264,900
SANDISK CORP(SNDK)5,0938,539+3,4461,208,9765,425,1680.07%+4,216,192
MARATHON PETE CORP(MPC)76,14067,266-8,87412,382,64816,425,0120.21%+4,042,364
FEDEX CORP(FDX)70,76268,416-2,34620,440,31124,368,4110.31%+3,928,100
CARLISLE COS INC(CSL)4,34515,601+11,2561,389,7925,204,8060.07%+3,815,014
RELIANCE INC(RS)44,12354,369+10,24612,745,81116,523,8260.21%+3,778,015
MONOLITHIC PWR SYS INC(MPWR)03,428+3,42803,748,0040.05%+3,748,004
TARGET CORP(TGT)168,687166,945-1,74216,489,15420,233,7340.26%+3,744,580
AT&T INC(T)1,666,8121,556,149-110,66341,403,61045,112,7600.57%+3,709,150
CDW CORP(CDW)5,11735,956+30,839696,9354,351,3950.06%+3,654,460
WELLTOWER INC(WELL)7,15525,134+17,9791,328,0404,969,2430.06%+3,641,203
DEVON ENERGY CORP NEW(DVN)168,564194,773+26,2096,174,4999,800,9770.12%+3,626,478
PG&E CORP(PCG)0205,400+205,40003,608,8780.05%+3,608,878
NEW YORK TIMES CO MTN BE(NYT)117,974140,230+22,2568,189,75511,741,4580.15%+3,551,703
US FOODS HLDG CORP(USFD)154,841164,754+9,91311,662,62415,191,9660.19%+3,529,342
UNITED THERAPEUTICS CORP DEL(UTHR)19,86822,269+2,4019,680,68313,205,0720.17%+3,524,389
JAZZ PHARMACEUTICALS PLC(JAZZ)48,82661,883+13,0578,300,42011,698,9810.15%+3,398,561
COMFORT SYS USA INC(FIX)6,4136,797+3845,985,1899,372,9950.12%+3,387,806
LOEWS CORP(L)39,13869,774+30,6364,121,6237,447,6770.09%+3,326,054
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
13,98618,150+4,1643,851,6057,110,4440.09%+3,258,839
IES HOLDINGS INC(IESC)5,95711,575+5,6182,317,3925,515,1400.07%+3,197,748
TAPESTRY INC(TPR)101,351114,384+13,03312,949,61716,140,7260.21%+3,191,109
BROWN FORMAN CORP(BF-A)0119,039+119,03903,147,3910.04%+3,147,391
3M CO(MMM)7,91730,352+22,4351,267,5124,408,0210.06%+3,140,509
CORTEVA INC(CTVA)208,951204,773-4,17814,005,98617,141,5480.22%+3,135,562
VALERO ENERGY CORP(VLO)51,00446,240-4,7648,302,94111,424,9790.15%+3,122,038
CBOE GLOBAL MKTS INC(CBOE)82,78684,970+2,18420,779,28623,882,5180.30%+3,103,232
MOHAWK INDS INC(MHK)031,190+31,19003,070,9670.04%+3,070,967
BORGWARNER INC103,817142,704+38,8874,677,9947,743,1190.10%+3,065,125
COTERRA ENERGY INC327,558332,525+4,9678,621,32711,684,9290.15%+3,063,602
LABCORP HOLDINGS INC(LH)51,20059,536+8,33612,845,05615,884,8000.20%+3,039,744
CENTERPOINT ENERGY INC(CNP)205,075251,882+46,8077,862,57610,871,2270.14%+3,008,651
MASCO CORP(MAS)56,739109,418+52,6793,600,6576,605,5650.08%+3,004,908
COCA COLA CONS INC(COKE)34,48743,161+8,6745,286,8578,275,6900.11%+2,988,833
FASTENAL CO(FAST)387,527398,050+10,52315,551,45918,469,5200.24%+2,918,061
EOG RES INC(EOG)207,509170,769-36,74021,790,52024,688,0740.31%+2,897,554
ALPHABET INC(GOOG)329,245370,241+40,996103,317,081106,207,3331.35%+2,890,252
BAKER HUGHES COMPANY(BKR)157,841162,671+4,8307,188,0799,931,0650.13%+2,742,986
HASBRO INC(HAS)41,59365,408+23,8153,410,6266,122,1890.08%+2,711,563
COCA COLA CO(KO)364,573370,322+5,74925,487,29828,162,9880.36%+2,675,690
CASELLA WASTE SYS INC(CWST)033,502+33,50202,658,0490.03%+2,658,049
JPMORGAN CHASE & CO(JPM)207,065235,809+28,74466,720,48469,365,5750.88%+2,645,091
PIPER SANDLER COMPANIES(PIPR)034,500+34,50002,640,9750.03%+2,640,975
ARCHER DANIELS MIDLAND CO243,808228,446-15,36214,016,52216,605,7400.21%+2,589,218
CF INDUSTRIES HOLD(CF)47,99148,480+4893,711,6246,294,6430.08%+2,583,019
ISHARES TR020,000+20,00002,486,2000.03%+2,486,200
FIVE BELOW INC(FIVE)18,72126,114+7,3933,526,2885,966,5270.08%+2,440,239
AMGEN INC(AMGN)9,06215,295+6,2332,966,0835,381,5460.07%+2,415,463
HERSHEY CO(HSY)73,90576,220+2,31513,449,23215,845,3760.20%+2,396,144
VERSANT MEDIA GROUP INC(VSNT)064,396+64,39602,383,9400.03%+2,383,940
PROGRESSIVE CORP(PGR)89,410114,669+25,25920,360,44522,731,9830.29%+2,371,538
NEWMARKET CORP(NEU)6,90411,084+4,1804,744,8437,104,2900.09%+2,359,447
SCHWAB CHARLES CORP(SCHW)74,397103,657+29,2607,433,0049,741,6850.12%+2,308,681
DELL TECHNOLOGIES INC(DELL)11,02122,310+11,2891,387,3233,661,7400.05%+2,274,417
C H ROBINSON WORLDWIDE IN(CHRW)65,03876,224+11,18610,455,50912,658,5200.16%+2,203,011
MURPHY USA INC(MUSA)10,65313,122+2,4694,298,6996,481,8740.08%+2,183,175
AMENTUM HOLDINGS INC083,407+83,40702,175,2550.03%+2,175,255
SM ENERGY COMPANY(SM)58,099103,968+45,8691,086,4513,241,7220.04%+2,155,271
ATMOS ENERGY CORP(ATO)41,16449,006+7,8426,900,3219,052,3880.12%+2,152,067
SMITH A O CORP(AOS)54,23387,081+32,8483,627,1035,742,1210.07%+2,115,018
VIATRIS INC(VTRS)694,413792,757+98,3448,645,44210,710,1470.14%+2,064,705
BIOGEN INC(BIIB)81,39889,303+7,90514,325,23416,371,9190.21%+2,046,685
INSTALLED BLDG PRODS INC(IBP)18,36125,661+7,3004,762,6606,804,0140.09%+2,041,354
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