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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 19 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MOD MODINE MFG CO Consumer Cyclical 5,077.0 $1.1M 0.01% +3K +207.9% $216.71 +37.2%
362 NOV NOV INC Energy 58,083.0 $1.1M 0.01% +46K +366.8% $18.81 -0.8%
363 SONO SONOS INC Technology 81,260.0 $1.1M 0.01% +34K +71.3% $13.40 +9.6%
364 FNB F N B CORP Financial Services 65,006.0 $1.1M 0.01% +35K +117.9% $16.72 +9.0%
365 FR FIRST INDL RLTY TR INC Real Estate 18,683.0 $1.1M 0.01% +4K +30.0% $57.85 +6.8%
366 FNF FIDELITY NATL FINL INC Financial Services 23,116.0 $1.1M 0.00% +15K +170.1% $46.38 +0.9%
367 PFS PROVIDENT FINL SVCS INC Financial Services 50,222.0 $1.1M 0.00% +10K +24.9% $21.16 +7.4%
368 NMRK NEWMARK GROUP INC Real Estate 70,190.0 $1.1M 0.00% +47K +199.7% $14.99 -0.8%
369 SXC SUNCOKE ENERGY INC Energy 157,651.0 $1.0M 0.00% +80K +102.0% $6.51 +32.7%
370 CPF CENTRAL PAC FINL CORP Financial Services 32,066.0 $1.0M 0.00% +9K +41.2% $31.96 +12.2%
371 FSBC FIVE STAR BANCORP Financial Services 26,999.0 $1.0M 0.00% +18K +203.8% $37.72 +19.0%
372 DVA DAVITA INC Healthcare 6,603.0 $1.0M 0.00% +4K +207.1% $153.69 +35.3%
373 MZTI MARZETTI COMPANY Consumer Defensive 7,294.0 $1.0M 0.00% +3K +89.0% $138.33 -22.6%
374 ADT ADT INC DEL Industrials 152,806.0 $1.0M 0.00% +86K +128.4% $6.57 +0.2%
375 GH GUARDANT HEALTH INC Healthcare 10,857.0 $1.0M 0.00% +4K +52.5% $92.37 +42.7%
376 AIR AAR CORP Industrials 9,020.0 $987K 0.00% +5K +128.7% $109.46 +23.2%
377 VLYPN VALLEY NATL BANCORP Financial Services 79,604.0 $978K 0.00% +56K +232.4% $12.28 +109.9%
378 XP XP INC Financial Services 51,213.0 $975K 0.00% +20K +62.4% $19.04 -19.0%
379 ONB OLD NATL BANCORP IND Financial Services 43,174.0 $954K 0.00% +16K +56.9% $22.10 +12.2%
380 THFF FIRST FINANCIAL CORPORATION Financial Services 15,027.0 $950K 0.00% +359.0 +2.5% $63.20 +15.6%
Page 19 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%