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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 24 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ADC AGREE RLTY CORP Real Estate 4,720.0 $356K 0.00% +1K +28.1% $75.38 -2.8%
462 BXP BXP INC Real Estate 6,644.0 $345K 0.00% +2K +33.5% $51.90 +24.7%
463 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 8,308.0 $343K 0.00% +3K +62.3% $41.27 +50.5%
464 TCBI TEXAS CAP BANCSHARES INC Financial Services 3,604.0 $342K 0.00% +354.0 +10.9% $94.88 +4.4%
465 LW LAMB WESTON HLDGS INC Consumer Defensive 7,726.0 $327K 0.00% +1K +22.3% $42.26 +6.6%
466 STWD STARWOOD PPTY TR INC Real Estate 18,643.0 $321K 0.00% +7K +64.4% $17.22 -3.0%
467 OSIS OSI SYSTEMS INC Technology 1,174.0 $312K 0.00% +165.0 +16.4% $265.51 -16.1%
468 TPG TPG INC Financial Services 7,540.0 $305K 0.00% +3K +66.0% $40.51 +3.8%
469 IMNM IMMUNOME INC Healthcare 12,116.0 $265K 0.00% +2K +19.5% $21.87 -14.3%
470 IMVT IMMUNOVANT INC Healthcare 10,368.0 $258K 0.00% +180.0 +1.8% $24.84 +42.3%
471 EFC ELLINGTON FINANCIAL INC Real Estate 21,672.0 $257K 0.00% +6K +39.0% $11.85 +13.4%
472 U HAUL HOLDING COMPANY 5,355.0 $239K 0.00% +650.0 +13.8% $44.67
473 JBT MAREL CORPORATION 1,825.0 $233K 0.00% +105.0 +6.1% $127.87
474 CHWY CHEWY INC Consumer Cyclical 7,950.0 $215K 0.00% +517.0 +7.0% $27.00 -32.6%
475 RXRX RECURSION PHARMACEUTICALS IN Healthcare 57,464.0 $176K 0.00% +4K +7.5% $3.07 +5.2%
476 VIR VIR BIOTECHNOLOGY INC Healthcare 14,836.0 $133K 0.00% +2K +12.8% $8.96 +2.2%
477 BDN BRANDYWINE RLTY TR Real Estate 48,662.0 $132K 0.00% +7K +17.5% $2.71 +14.0%
478 VTEX VTEX Technology 21,927.0 $88K +7K +49.9% $4.00 -10.5%
Page 24 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%