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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 5 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NVR NVR INC Consumer Cyclical 5,981.0 $39.4M 0.16% +520.0 +9.5% $6589.83 -1.5%
82 IONS IONIS PHARMACEUTICALS INC Healthcare 523,932.0 $39.3M 0.16% +101K +23.9% $75.09 -1.3%
83 ALLE ALLEGION PLC Industrials 269,719.0 $39.2M 0.16% +68K +33.6% $145.29 -8.1%
84 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 509,138.0 $38.8M 0.16% +51K +11.0% $76.16 +12.4%
85 CINF CINCINNATI FINL CORP Financial Services 244,166.0 $38.4M 0.16% +6K +2.6% $157.35 +8.2%
86 DUK DUKE ENERGY CORP NEW Utilities 292,328.0 $38.3M 0.16% +81K +38.1% $130.94 -5.4%
87 KEYS KEYSIGHT TECHNOLOGIES INC Technology 134,861.0 $38.1M 0.16% +112K +491.8% $282.37 +28.8%
88 DELL DELL TECHNOLOGIES INC Technology 228,745.0 $37.5M 0.16% +123K +115.4% $164.13 +149.5%
89 SYY SYSCO CORP Consumer Defensive 518,891.0 $37.0M 0.15% +148K +40.0% $71.33 +10.3%
90 Q QNITY ELECTRONICS INC Technology 318,124.0 $36.7M 0.15% +5K +1.7% $115.38 +46.5%
91 CFG CITIZENS FINL GROUP INC Financial Services 609,786.0 $36.6M 0.15% +595K +4168.1% $59.97 +11.9%
92 FCX FREEPORT MCMORAN INC Basic Materials 617,254.0 $36.3M 0.15% +359K +138.9% $58.78 +16.8%
93 EOG EOG RES INC Energy 244,225.0 $35.3M 0.15% +118K +92.9% $144.57 -10.1%
94 PNC PNC FINL SVCS GROUP INC Financial Services 168,545.0 $35.1M 0.15% +80K +90.8% $208.09 +11.5%
95 CB CHUBB LTD SWITZ Financial Services 107,399.0 $35.0M 0.15% +24K +28.9% $325.93 -0.8%
96 OTIS OTIS WORLDWIDE CORP Industrials 448,353.0 $34.6M 0.14% +309K +221.3% $77.08 -4.9%
97 FDX FEDEX CORP Industrials 92,729.0 $33.0M 0.14% +52K +129.9% $356.18 -8.4%
98 WAB WABTEC Industrials 129,956.0 $32.5M 0.14% +105K +418.2% $249.91 +8.8%
99 KVUE KENVUE INC Consumer Defensive 1,867,614.0 $32.2M 0.13% +729K +64.0% $17.24 +5.1%
100 NOC NORTHROP GRUMMAN CORP Industrials 46,173.0 $31.5M 0.13% +9K +23.0% $682.24 -23.6%
Page 5 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%