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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 18 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ACI ALBERTSONS COS INC Consumer Defensive 76,440.0 $1.3M 0.01% +55K +253.0% $17.04 -21.1%
342 SOLV SOLVENTUM CORP Healthcare 19,797.0 $1.3M 0.01% +15K +284.3% $65.30 +15.5%
343 SRCE 1ST SOURCE CORP Financial Services 18,625.0 $1.3M 0.01% +2K +10.7% $69.21 +11.1%
344 KMT KENNAMETAL INC Industrials 35,187.0 $1.3M 0.01% +21K +154.0% $36.13 +0.5%
345 HTH HILLTOP HLDGS INC Financial Services 35,026.0 $1.3M 0.01% +19K +115.1% $35.82 +5.7%
346 GDEN GOLDEN ENTMT INC Consumer Cyclical 46,861.0 $1.3M 0.01% +2K +4.2% $26.69 +7.0%
347 LCII LCI INDS Consumer Cyclical 10,145.0 $1.2M 0.01% +4K +72.4% $122.98 -25.3%
348 GTLS CHART INDS INC Industrials 6,027.0 $1.2M 0.01% +1K +25.2% $206.75 +0.6%
349 LAD LITHIA MTRS INC Consumer Cyclical 4,934.0 $1.2M 0.01% +2K +67.4% $249.72 +18.1%
350 LSCC LATTICE SEMICONDUCTOR CORP Technology 12,948.0 $1.2M 0.01% +8K +184.1% $92.76 +65.7%
351 ACM AECOM Industrials 14,082.0 $1.2M 0.01% +10K +220.8% $84.82 -18.9%
352 STAG STAG INDUSTRIAL INC Real Estate 33,095.0 $1.2M 0.01% +27K +438.1% $36.06 +4.8%
353 DT DYNATRACE INC Technology 31,949.0 $1.2M 0.01% +22K +220.6% $36.98 +12.0%
354 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 17,183.0 $1.2M 0.01% +6K +59.6% $68.57 +17.7%
355 BYD BOYD GAMING CORP Consumer Cyclical 14,139.0 $1.2M 0.01% +5K +56.4% $82.18 +3.0%
356 DDS DILLARDS INC Consumer Cyclical 2,023.0 $1.2M 0.01% +1K +133.6% $572.11 -3.0%
357 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 16,460.0 $1.1M 0.01% +2K +14.2% $69.19 +10.9%
358 IIIN INSTEEL INDS INC Industrials 33,735.0 $1.1M 0.01% +14K +71.4% $33.61 -13.4%
359 KBR KBR INC Industrials 30,202.0 $1.1M 0.01% +12K +62.2% $36.86 -11.0%
360 ELAN ELANCO ANIMAL HEALTH INC Healthcare 46,189.0 $1.1M 0.01% +23K +101.0% $23.93 +1.2%
Page 18 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%