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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 20 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VOYA VOYA FINANCIAL INC Financial Services 13,857.0 $947K 0.00% +11K +333.2% $68.32 +32.5%
382 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 23,989.0 $945K 0.00% +7K +38.1% $39.39 -5.1%
383 JBS N.V. 51,993.0 $934K 0.00% +20K +62.5% $17.96
384 POOL POOL CORP Industrials 4,611.0 $933K 0.00% +2K +67.4% $202.33 -1.7%
385 SMTC SEMTECH CORP Technology 12,057.0 $927K 0.00% +9K +321.0% $76.89 +105.8%
386 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 26,959.0 $924K 0.00% +3K +13.6% $34.26 +21.5%
387 BELFB BEL FUSE INC Technology 4,646.0 $920K 0.00% +2K +60.7% $197.98 +49.7%
388 MHK MOHAWK INDS INC Consumer Cyclical 9,320.0 $918K 0.00% +2K +30.0% $98.46 +14.1%
389 WK WORKIVA INC Technology 15,149.0 $903K 0.00% +7K +88.8% $59.63 -19.5%
390 VICR VICOR CORP Technology 5,539.0 $892K 0.00% +2K +76.6% $161.00 +105.8%
391 BOOT BOOT BARN HLDGS INC Consumer Cyclical 5,953.0 $871K 0.00% +173.0 +3.0% $146.36 +19.0%
392 STBA S & T BANCORP INC Financial Services 20,739.0 $868K 0.00% +7K +48.6% $41.83 +12.0%
393 W WAYFAIR INC Consumer Cyclical 11,477.0 $863K 0.00% +7K +167.7% $75.21 +8.5%
394 INSTALLED BLDG PRODS INC 3,255.0 $863K 0.00% +2K +320.5% $265.15
395 AGX ARGAN INC Industrials 1,581.0 $861K 0.00% +393.0 +33.1% $544.65 +35.7%
396 WAL WESTERN ALLIANCE BANCORP Financial Services 12,022.0 $852K 0.00% +4K +44.5% $70.85 +10.7%
397 HAMILTON INSURANCE GROUP LTD 28,452.0 $849K 0.00% +5K +21.8% $29.83
398 NSIT INSIGHT ENTERPRISES INC Technology 12,600.0 $844K 0.00% +10K +391.4% $67.01 +61.8%
399 FCF FIRST COMWLTH FINL CORP PA Financial Services 47,882.0 $842K 0.00% +29K +149.9% $17.58 +11.1%
400 BGC BGC GROUP INC Financial Services 85,964.0 $841K 0.00% +31K +56.6% $9.78 +23.2%
Page 20 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%