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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 12 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MHO M/I HOMES INC Consumer Cyclical 54,265.0 $6.6M 0.03% +3K +6.3% $122.45 +21.8%
222 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 197,233.0 $6.6M 0.03% +25K +14.3% $33.65 +7.8%
223 EPAC ENERPAC TOOL GROUP CORP Industrials 180,784.0 $6.6M 0.03% +32K +21.2% $36.47 +0.4%
224 SAFT SAFETY INS GROUP INC Financial Services 90,692.0 $6.6M 0.03% +7K +8.2% $72.64 -2.9%
225 TNC TENNANT CO Industrials 99,122.0 $6.6M 0.03% +24K +32.0% $66.40 +36.7%
226 ADUS ADDUS HOMECARE CORP Healthcare 69,887.0 $6.5M 0.03% +12K +20.9% $93.65 +0.6%
227 STC STEWART INFORMATION SVCS COR Financial Services 104,731.0 $6.4M 0.03% +31K +42.8% $61.58 +7.9%
228 CNS COHEN & STEERS INC Financial Services 101,381.0 $6.3M 0.03% +2K +1.6% $62.55 +19.7%
229 PNR PENTAIR PLC Industrials 72,207.0 $6.3M 0.03% +43K +145.9% $87.11 -14.7%
230 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 114,281.0 $6.3M 0.03% +13K +12.9% $54.81 +21.3%
231 MTZ MASTEC INC Industrials 19,344.0 $6.2M 0.03% +8K +72.0% $321.74 +18.0%
232 TDS TELEPHONE & DATA SYS INC Communication Services 146,013.0 $6.1M 0.03% +137K +1550.4% $42.10 -6.0%
233 AMSF AMERISAFE INC Financial Services 181,800.0 $6.1M 0.03% +26K +16.5% $33.33 -6.0%
234 GTX GARRETT MOTION INC Consumer Cyclical 325,755.0 $5.9M 0.03% +116K +55.0% $18.17 +88.9%
235 ICFI ICF INTL INC Industrials 89,331.0 $5.8M 0.02% +34K +62.6% $65.29 +1.9%
236 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 71,806.0 $5.7M 0.02% +2K +2.8% $79.33 -1.6%
237 USFD US FOODS HLDG CORP Consumer Defensive 59,877.0 $5.5M 0.02% +768.0 +1.3% $92.21 -0.3%
238 CNC CENTENE CORP DEL Healthcare 161,513.0 $5.3M 0.02% +142K +742.2% $32.74 +86.4%
239 FLS FLOWSERVE CORP Industrials 68,042.0 $5.0M 0.02% +7K +11.6% $73.51 +11.1%
240 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 358,236.0 $5.0M 0.02% +75K +26.5% $13.85 -0.1%
Page 12 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%