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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 4 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SYK STRYKER CORPORATION Healthcare 140,514.0 $46.2M 0.19% +10K +7.6% $328.59 -6.3%
62 SHW SHERWIN WILLIAMS CO Basic Materials 143,440.0 $46.0M 0.19% +64K +81.0% $320.55 +0.1%
63 SPG SIMON PPTY GROUP INC NEW Real Estate 239,316.0 $44.6M 0.19% +91K +60.9% $186.53 +13.3%
64 EBAY EBAY INC. Consumer Cyclical 482,800.0 $43.9M 0.18% +138K +40.0% $91.02 +18.9%
65 CBRE CBRE GROUP INC Real Estate 324,282.0 $43.9M 0.18% +62K +23.5% $135.46 -2.9%
66 CL COLGATE PALMOLIVE CO Consumer Defensive 510,841.0 $43.5M 0.18% +41K +8.8% $85.23 +5.0%
67 HCA HCA HEALTHCARE INC Healthcare 91,633.0 $43.4M 0.18% +8K +9.8% $473.24 -20.7%
68 TRV TRAVELERS COMPANIES INC Financial Services 148,385.0 $43.3M 0.18% +49K +48.8% $291.68 +5.5%
69 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 462,694.0 $42.7M 0.18% +48K +11.5% $92.31 -5.9%
70 GRMN GARMIN LTD Technology 180,449.0 $41.9M 0.17% +31K +20.4% $232.01 +0.9%
71 EXPE EXPEDIA GROUP INC Consumer Cyclical 180,739.0 $41.7M 0.17% +18K +11.0% $230.89 +4.3%
72 NRG NRG ENERGY INC Utilities 284,967.0 $41.6M 0.17% +9K +3.2% $146.14 -7.6%
73 KR KROGER CO Consumer Defensive 564,312.0 $40.8M 0.17% +132K +30.4% $72.36 -21.8%
74 CPT CAMDEN PPTY TR Real Estate 413,492.0 $40.4M 0.17% +146K +54.4% $97.66 +11.6%
75 UDR UDR INC Real Estate 1,195,377.0 $40.4M 0.17% +426K +55.4% $33.78 +11.2%
76 TER TERADYNE INC Technology 136,169.0 $40.4M 0.17% +98K +256.6% $296.46 +47.7%
77 IRM IRON MTN INC DEL Real Estate 394,701.0 $40.3M 0.17% +61K +18.2% $102.14 +25.2%
78 TPR TAPESTRY INC Consumer Cyclical 285,284.0 $40.3M 0.17% +29K +11.4% $141.11 +1.7%
79 LVS LAS VEGAS SANDS CORP Consumer Cyclical 742,989.0 $40.0M 0.17% +388K +109.1% $53.88 -9.6%
80 IDXX IDEXX LABS INC Healthcare 70,369.0 $39.5M 0.17% +5K +7.0% $561.89 +0.0%
Page 4 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%