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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 21 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DIOD DIODES INC Technology 12,246.0 $836K 0.00% +2K +21.0% $68.26 +75.0%
402 ASTE ASTEC INDS INC Industrials 15,505.0 $835K 0.00% +2K +10.8% $53.84 +4.2%
403 MUSA MURPHY USA INC Consumer Cyclical 1,686.0 $833K 0.00% +1K +174.2% $493.97 +11.6%
404 IFS INTERCORP FINL SVCS INC Financial Services 16,552.0 $831K 0.00% +4K +30.7% $50.20 +14.1%
405 ASGN ASGN INC Technology 21,355.0 $827K 0.00% +1K +6.8% $38.71 -50.2%
406 GXO GXO LOGISTICS INCORPORATED Industrials 15,923.0 $826K 0.00% +12K +316.7% $51.85 -6.2%
407 THR THERMON GROUP HLDGS INC Industrials 16,299.0 $821K 0.00% +5K +39.7% $50.40 +21.3%
408 BEN FRANKLIN RESOURCES INC Financial Services 34,496.0 $815K 0.00% +21K +160.2% $23.62 +39.9%
409 FRT FEDERAL RLTY INVT TR NEW Real Estate 7,609.0 $808K 0.00% +591.0 +8.4% $106.21 +13.4%
410 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 26,588.0 $807K 0.00% +5K +23.0% $30.36 -3.3%
411 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 12,913.0 $806K 0.00% +7K +113.4% $62.42 -0.4%
412 SUNC SUNOCOCORP LLC Energy 12,686.0 $782K 0.00% +3K +25.3% $61.65 +2.3%
413 BFST BUSINESS FIRST BANCSHARES IN Financial Services 28,787.0 $778K 0.00% +19K +197.0% $27.04 +6.4%
414 VFC V F CORP Consumer Cyclical 44,369.0 $754K 0.00% +33K +304.8% $16.99 +2.0%
415 NTNX NUTANIX INC Technology 19,689.0 $748K 0.00% +11K +134.1% $38.01 +23.4%
416 HLIO HELIOS TECHNOLOGIES INC Industrials 11,497.0 $744K 0.00% +5K +65.4% $64.71 +39.8%
417 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 19,914.0 $737K 0.00% +1K +7.8% $37.01 +26.6%
418 PATHWARD FINANCIAL INC 8,231.0 $734K 0.00% +5K +147.5% $89.23
419 THO THOR INDS INC Consumer Cyclical 9,092.0 $726K 0.00% +3K +50.5% $79.89 -9.4%
420 TENB TENABLE HLDGS INC Technology 42,687.0 $722K 0.00% +16K +62.4% $16.92 +58.9%
Page 21 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%