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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 11 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IOSP INNOSPEC INC Basic Materials 103,102.0 $7.5M 0.03% +19K +22.1% $73.02 +13.3%
202 KFY KORN FERRY Industrials 119,531.0 $7.5M 0.03% +9K +8.2% $62.95 +13.5%
203 WFRD WEATHERFORD INTL PLC Energy 79,297.0 $7.5M 0.03% +10K +14.1% $94.58 -3.1%
204 HLI HOULIHAN LOKEY INC Financial Services 52,216.0 $7.5M 0.03% +3K +5.2% $143.62 -2.0%
205 GNTX GENTEX CORP Consumer Cyclical 339,723.0 $7.4M 0.03% +80K +31.0% $21.85 +18.8%
206 ESNT ESSENT GROUP LTD Financial Services 126,761.0 $7.4M 0.03% +21K +19.4% $58.44 +0.0%
207 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 44,800.0 $7.4M 0.03% +6K +16.5% $165.14 +7.6%
208 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 90,753.0 $7.3M 0.03% +971.0 +1.1% $80.95 -1.3%
209 CDW CDW CORP Technology 60,700.0 $7.3M 0.03% +34K +125.8% $121.02 +6.1%
210 SSD SIMPSON MFG INC Industrials 42,495.0 $7.3M 0.03% +7K +20.3% $171.62 +16.6%
211 DORM DORMAN PRODS INC Consumer Cyclical 69,496.0 $7.3M 0.03% +16K +29.0% $104.36 +20.4%
212 MRTN MARTEN TRANS LTD Industrials 546,810.0 $7.2M 0.03% +59K +12.1% $13.13 +28.3%
213 PLUS EPLUS INC Technology 95,152.0 $7.2M 0.03% +28K +41.7% $75.25 +8.8%
214 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 315,299.0 $7.0M 0.03% +4K +1.4% $22.26 -4.9%
215 WDFC WD 40 CO Basic Materials 34,106.0 $7.0M 0.03% +2K +5.3% $203.94 +11.4%
216 SCSC SCANSOURCE INC Technology 187,220.0 $6.8M 0.03% +34K +22.3% $36.30 +36.7%
217 NUE NUCOR CORP Basic Materials 39,975.0 $6.8M 0.03% +32K +425.6% $169.10 +44.2%
218 BMI BADGER METER INC Technology 43,828.0 $6.7M 0.03% +12K +39.4% $152.35 -11.1%
219 CHE CHEMED CORP NEW Healthcare 17,635.0 $6.7M 0.03% +2K +13.5% $377.74 +15.5%
220 QLYS QUALYS INC Technology 75,707.0 $6.7M 0.03% +24K +46.8% $87.85 +26.7%
Page 11 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%