Illinois Municipal Retirement Fund Portfolio Stock Holdings

Illinois Municipal Retirement Fund disclosed 1127 stock positions valued at approximately $7.9 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.

Report Period
March 31, 2026
No. of Stocks
1127
Portfolio Value
$7.9B
Holdings by Sector
Illinois Municipal Retirement Fund Portfolio Holdings in Q1 2026

1110 holdings in the latest reporting period.

Page 1 of 12
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology3.86%1,737,770+188,190+12.14%$303,067,088
APPLE INCAAPLTechnology3.73%1,154,968+106,491+10.16%$293,119,329
MICROSOFT CORPMSFTTechnology2.72%577,976+45,486+8.54%$213,949,376
ALPHABET INCGOOGLCommunication Services2.17%593,139+10,204+1.75%$170,563,051
AMAZON COM INCAMZNConsumer Cyclical1.90%715,561+32,181+4.71%$149,029,889
ALPHABET INCGOOGCommunication Services1.35%370,241+40,996+12.45%$106,207,333
META PLATFORMS INCMETACommunication Services1.32%181,763+7,345+4.21%$103,992,065
BROADCOM INCAVGOTechnology1.19%302,013+37,056+13.99%$93,476,044
JOHNSON & JOHNSONJNJHealthcare0.98%313,992-25,075-7.40%$76,752,204
EXXON MOBIL CORPXOMEnergy0.97%448,908-3,805-0.84%$76,161,731
WALMART INCWMTConsumer Defensive0.91%577,721-80,963-12.29%$71,799,166
JPMORGAN CHASE & COJPMFinancial Services0.88%235,809+28,744+13.88%$69,365,575
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.75%122,627-16,399-11.80%$58,762,858
MERCK & CO INCMRKHealthcare0.75%487,434-59,296-10.85%$58,633,436
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.70%55,270-1,720-3.02%$55,072,686
TESLA INCTSLAConsumer Cyclical0.70%147,340+17,713+13.66%$54,773,645
ELI LILLY & COLLYHealthcare0.65%55,959+6,950+14.18%$51,469,409
CHEVRON CORPORATIONCVXEnergy0.65%247,765+1,916+0.78%$51,262,579
VISA INCVFinancial Services0.63%162,824+13,425+8.99%$49,211,926
VERIZON COMMUNICATIONS INCVZCommunication Services0.59%920,341-57,557-5.89%$46,201,118
AT&T INCTCommunication Services0.57%1,556,149-110,663-6.64%$45,112,760
GILEAD SCIENCES INCGILDHealthcare0.57%319,464-50,370-13.62%$44,523,698
PHILIP MORRIS INTL INCPMConsumer Defensive0.56%265,572-2,429-0.91%$43,909,674
ALTRIA GROUP INCMOConsumer Defensive0.56%662,925-5,318-0.80%$43,746,421
BANK NEW YORK MELLON CORPBKFinancial Services0.54%355,900-15,289-4.12%$42,220,417
TJX COS INC NEWTJXConsumer Cyclical0.52%255,770-56,677-18.14%$40,846,469
MASTERCARD INCORPORATEDMAFinancial Services0.50%78,712+6,937+9.66%$39,329,238
ABBVIE INCABBVHealthcare0.49%175,516+6,875+4.08%$38,172,975
BRISTOL-MYERS SQUIBB COBMYHealthcare0.48%625,642-87,210-12.23%$37,945,187
PROCTER & GAMBLE COPGConsumer Defensive0.47%256,224-7,970-3.02%$37,008,995
ALLSTATE CORPALLFinancial Services0.45%170,849-1,084-0.63%$35,423,832
ROSS STORES INCROSTConsumer Cyclical0.44%160,947-4,541-2.74%$34,865,949
KROGER COKRConsumer Defensive0.44%480,933-66,118-12.09%$34,800,312
CISCO SYS INCCSCOTechnology0.43%434,003-13,711-3.06%$33,674,293
APPLIED MATLS INCAMATTechnology0.43%98,322-4,188-4.09%$33,605,476
WESTERN DIGITAL CORPWDCTechnology0.43%124,156-15,376-11.02%$33,582,956
CORNING INCGLWTechnology0.41%239,160-55,519-18.84%$32,518,585
ELECTRONIC ARTS INCEACommunication Services0.41%158,015-5,599-3.42%$32,214,518
DUKE ENERGY CORP NEWDUKUtilities0.40%239,990-54,166-18.41%$31,424,291
ISHARES TRIVVOther0.40%47,900+28,700+149.48%$31,288,759
QUALCOMM INCQCOMTechnology0.38%233,523-10,246-4.20%$30,073,092
NETFLIX INC.NFLXCommunication Services0.38%312,662+7,800+2.56%$30,062,451
TERADYNE INCTERTechnology0.37%99,203-6,510-6.16%$29,409,721
LAM RESEARCH CORPLRCXOther0.37%134,889-2,342-1.71%$28,820,384
HARTFORD INSURANCE GROUP INCHIGFinancial Services0.37%212,208-4,682-2.16%$28,696,888
CME GROUP INCCMEFinancial Services0.36%95,394-1,320-1.36%$28,174,618
COCA COLA COKOConsumer Defensive0.36%370,322+5,749+1.58%$28,162,988
SOUTHERN COSOUtilities0.35%288,614-27,880-8.81%$27,857,023
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive0.34%374,036-37,039-9.01%$27,102,649
EBAY INC.EBAYConsumer Cyclical0.34%297,636+1,914+0.65%$27,090,829
PEPSICO INCPEPConsumer Defensive0.34%172,456-38,627-18.30%$26,780,692
CONOCOPHILLIPSCOPEnergy0.34%201,382-29,239-12.68%$26,582,424
EXPEDIA GROUP INCEXPEConsumer Cyclical0.33%110,782+2,050+1.89%$25,578,456
TRAVELERS COMPANIES INCTRVFinancial Services0.32%87,119-7,187-7.62%$25,410,870
WELLS FARGO & COWFCFinancial Services0.32%313,790-16,486-4.99%$24,980,822
EOG RES INCEOGEnergy0.31%170,769-36,740-17.71%$24,688,074
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.31%267,100-63,627-19.24%$24,656,001
NORTHERN TR CORPNTRSFinancial Services0.31%175,937+37,758+27.33%$24,555,527
SYNCHRONY FINANCIALSYFFinancial Services0.31%359,665+7,235+2.05%$24,464,413
FEDEX CORPFDXIndustrials0.31%68,416-2,346-3.32%$24,368,411
INCYTE CORPINCYHealthcare0.31%254,990+22,282+9.58%$23,999,659
CBOE GLOBAL MKTS INCCBOEFinancial Services0.30%84,970+2,184+2.64%$23,882,518
APPLOVIN CORPAPPTechnology0.30%59,343-3,123-5.00%$23,618,514
AUTODESK INCADSKTechnology0.29%95,265-4,138-4.16%$22,806,441
PROGRESSIVE CORPPGRFinancial Services0.29%114,669+25,259+28.25%$22,731,983
COLGATE PALMOLIVE COCLConsumer Defensive0.29%265,983-46,835-14.97%$22,669,731
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.29%5,326-447-7.74%$22,424,164
RAYMOND JAMES FINL INCRJFFinancial Services0.28%154,144-16,698-9.77%$22,318,510
NETAPP INCNTAPTechnology0.28%217,962-1,688-0.77%$22,317,129
DOLLAR GEN CORPDGConsumer Defensive0.28%187,763+3,741+2.03%$22,293,101
KINDER MORGAN INC DELKMIEnergy0.28%655,726+11,070+1.72%$21,986,493
MORGAN STANLEYMSFinancial Services0.28%133,220+19,449+17.09%$21,924,015
ABBOTT LABORATORIESABTHealthcare0.28%211,788-13,828-6.13%$21,744,274
HOME DEPOT INCHDConsumer Cyclical0.28%65,862+2,394+3.77%$21,661,353
CONSOLIDATED EDISON INCEDUtilities0.27%190,378-20,192-9.59%$21,546,982
AUTOZONE INCAZOConsumer Cyclical0.27%6,250+199+3.29%$21,111,125
CUMMINS INCCMIIndustrials0.27%39,076-5,329-12.00%$21,023,670
ENTERGY CORP NEWETRUtilities0.26%180,358+27,868+18.28%$20,265,025
TARGET CORPTGTConsumer Defensive0.26%166,945-1,742-1.03%$20,233,734
BANK AMERICA CORPBACFinancial Services0.26%411,719+9,673+2.41%$20,071,301
T-MOBILE US INCTMUSCommunication Services0.25%95,311-16,474-14.74%$20,018,169
EMCOR GROUP INCEMEIndustrials0.25%27,083+3,551+15.09%$19,995,650
SPOTIFY TECHNOLOGY S ASPOTOther0.25%41,187-6,254-13.18%$19,971,988
WARNER BROS DISCOVERY INCWBDCommunication Services0.25%710,954-39,224-5.23%$19,522,797
TE CONNECTIVITY PLCTELOther0.25%92,243+2,151+2.39%$19,280,632
CIENA CORPCIENTechnology0.24%49,513+1,073+2.22%$19,222,432
REGENERON PHARMACEUTICALSREGNHealthcare0.24%24,865-984-3.81%$19,211,694
CATERPILLAR INCCATIndustrials0.24%27,038+2,025+8.10%$19,155,341
INTERNATIONAL BUSINESS MACHSIBMTechnology0.24%78,719-258-0.33%$19,080,698
DOLLAR TREE INCDLTRConsumer Defensive0.24%174,091+4,337+2.55%$19,064,705
CINCINNATI FINL CORPCINFFinancial Services0.24%120,308-1,412-1.16%$18,930,464
FASTENAL COFASTIndustrials0.24%398,050+10,523+2.72%$18,469,520
VERISIGN INCVRSNTechnology0.23%74,365+222+0.30%$18,469,291
CITIGROUP INCCFinancial Services0.23%162,162+16,808+11.56%$18,390,792
PALANTIR TECHNOLOGIES INCPLTRTechnology0.23%125,695+22,960+22.35%$18,386,665
ELEVANCE HEALTH INC FORMERLYELVHealthcare0.23%62,010-1,810-2.84%$18,153,428
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.23%40,573-6,213-13.28%$18,117,467
MARKEL GROUP INCMKLFinancial Services0.23%9,409-777-7.63%$18,009,485
ADOBE INCADBETechnology0.23%73,216+9,931+15.69%$17,797,345
EXPEDITORS INTL WASH INCEXPDIndustrials0.22%122,201-10,150-7.67%$17,502,849