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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 2 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 398,350.0 $96.6M 0.40% +86K +27.6% $242.39 +2.8%
22 MCD MCDONALDS CORP Consumer Cyclical 304,232.0 $94.6M 0.39% +60K +24.7% $310.79 -10.4%
23 EQR EQUITY RESIDENTIAL Real Estate 1,550,713.0 $91.7M 0.38% +552K +55.3% $59.15 +8.4%
24 AVB AVALONBAY CMNTYS INC Real Estate 541,135.0 $88.4M 0.37% +193K +55.5% $163.35 +8.6%
25 BAP CREDICORP LTD Financial Services 257,975.0 $87.5M 0.36% +38K +17.2% $339.18 +12.8%
26 MELI MERCADOLIBRE INC Consumer Cyclical 50,547.0 $87.4M 0.36% +8K +18.6% $1729.02 -5.4%
27 T AT&T INC Communication Services 2,843,501.0 $82.4M 0.34% +310K +12.2% $28.99 -24.1%
28 RTX RTX CORPORATION Industrials 408,376.0 $78.8M 0.33% +2K +0.5% $192.90 -3.8%
29 CRM SALESFORCE INC Technology 412,680.0 $77.0M 0.32% +116K +39.0% $186.67 -18.7%
30 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 190,131.0 $74.5M 0.31% +54K +40.1% $391.76 +173.2%
31 ORCL ORACLE CORP Technology 488,221.0 $71.8M 0.30% +36K +7.9% $147.11 +25.3%
32 AXP AMERICAN EXPRESS CO Financial Services 235,968.0 $71.4M 0.30% +49K +26.0% $302.48 +11.8%
33 TXN TEXAS INSTRS INC Technology 367,171.0 $71.3M 0.30% +68K +22.5% $194.14 +66.3%
34 AMERICA MOVIL SAB DE CV 2,670,300.0 $68.0M 0.28% +1.0M +60.8% $25.48
35 NOW SERVICENOW INC Technology 645,290.0 $67.5M 0.28% +326K +102.3% $104.55 -9.1%
36 TMO THERMO FISHER SCIENTIFIC INC Healthcare 134,785.0 $66.3M 0.28% +41K +43.7% $491.53 -5.5%
37 PSX PHILLIPS 66 Energy 358,832.0 $65.4M 0.27% +268K +295.1% $182.18 -8.8%
38 ADBE ADOBE INC Technology 262,582.0 $63.8M 0.27% +47K +21.8% $243.08 -19.7%
39 INTU INTUIT Technology 146,270.0 $63.2M 0.26% +11K +8.3% $432.38 -38.2%
40 UBER UBER TECHNOLOGIES INC Technology 835,225.0 $60.1M 0.25% +281K +50.7% $71.93 -0.4%
Page 2 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%