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Portfolio (Quarterly) Guide ↗

TEACHER RETIREMENT SYSTEM OF TEXAS

· CIK 0000796848
13F Portfolio $24.0B AUM 1,478 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 162 New 478 Added 810 Reduced 303 Exited
Page 10 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NU NU HLDGS LTD Financial Services 561,785.0 $8.1M 0.03% +141K +33.6% $14.37 -11.6%
182 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 81,714.0 $8.0M 0.03% +1K +1.9% $98.42 -13.4%
183 ALV AUTOLIV INC Consumer Cyclical 76,129.0 $8.0M 0.03% +24K +47.3% $105.16 +12.4%
184 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 83,645.0 $8.0M 0.03% +4K +4.5% $95.60 +36.7%
185 BBSI BARRETT BUSINESS SVCS INC Industrials 270,970.0 $7.9M 0.03% +78K +40.3% $29.18 +13.2%
186 HII HUNTINGTON INGALLS INDS INC Industrials 20,713.0 $7.9M 0.03% +16K +330.4% $379.90 -24.9%
187 FSS FEDERAL SIGNAL CORP Industrials 72,744.0 $7.9M 0.03% +12K +19.8% $108.14 +9.6%
188 MWA MUELLER WTR PRODS INC Industrials 285,579.0 $7.9M 0.03% +264K +1233.7% $27.49 -4.9%
189 NMIH NMI HLDGS INC Financial Services 209,098.0 $7.8M 0.03% +22K +11.7% $37.51 -0.1%
190 BCPC BALCHEM CORP Basic Materials 45,915.0 $7.8M 0.03% +9K +22.9% $169.48 -2.1%
191 AFG AMERICAN FINANCIAL GROUP INC Financial Services 60,623.0 $7.7M 0.03% +58K +2641.9% $127.71 +4.1%
192 WOR WORTHINGTON ENTERPRISES INC Industrials 147,979.0 $7.7M 0.03% +41K +38.2% $52.14 +15.8%
193 CMS CMS ENERGY CORP Utilities 99,257.0 $7.7M 0.03% +89K +902.6% $77.58 -5.4%
194 AOS SMITH A O CORP Industrials 116,776.0 $7.7M 0.03% +3K +2.7% $65.94 -11.7%
195 FCN FTI CONSULTING INC Industrials 43,413.0 $7.7M 0.03% +9K +25.9% $176.77 -17.6%
196 CNO CNO FINL GROUP INC Financial Services 186,688.0 $7.7M 0.03% +156K +505.2% $41.06 +23.8%
197 STRA STRATEGIC ED INC Consumer Defensive 91,844.0 $7.6M 0.03% +28K +44.3% $82.96 -9.2%
198 UFPI UFP INDUSTRIES INC Basic Materials 82,448.0 $7.6M 0.03% +2K +2.9% $92.12 -6.0%
199 MANH MANHATTAN ASSOCIATES INC Technology 56,745.0 $7.6M 0.03% +9K +18.3% $133.12 -0.6%
200 PRI PRIMERICA INC Financial Services 30,095.0 $7.5M 0.03% +2K +5.7% $250.48 +12.5%
Page 10 of 24  ·  478 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 30.8%
Financial Services 11.2%
Consumer Cyclical 11.1%
Industrials 10.7%
Healthcare 9.2%
Communication Services 9.0%
Consumer Defensive 5.6%
Real Estate 3.9%
Energy 3.5%
Basic Materials 3.0%