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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 6 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BR BROADRIDGE FINL SOLUTIONS IN Technology 193,622.0 $31.5M 0.13% +121K +165.0% $162.48 -15.3%
102 ECG EVERUS CONSTR GROUP Industrials 265,904.0 $31.4M 0.13% +143K +115.5% $118.06 +33.6%
103 ETN EATON CORP PLC Industrials 87,071.0 $31.1M 0.13% +17K +24.3% $357.67 +17.9%
104 ULTA ULTA BEAUTY INC Consumer Cyclical 58,225.0 $30.4M 0.13% +21K +56.0% $522.71 -12.7%
105 DTE DTE ENERGY CO Utilities 206,838.0 $30.2M 0.13% +44K +27.2% $146.22 +0.9%
106 JCI JOHNSON CONTROLS INTERNATION Industrials 225,969.0 $29.6M 0.12% +34K +17.5% $130.95 +10.6%
107 CURB CURBLINE PPTYS CORP Real Estate 1,144,314.0 $29.5M 0.12% +163K +16.6% $25.79 +15.8%
108 COF CAPITAL ONE FINL CORP Financial Services 158,227.0 $28.9M 0.12% +43K +37.5% $182.43 +10.5%
109 DECK DECKERS OUTDOOR CORP Consumer Cyclical 287,344.0 $28.8M 0.12% +282K +5717.9% $100.09 +9.0%
110 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 92,894.0 $28.2M 0.12% +51K +119.6% $304.08 +14.7%
111 BALL BALL CORP Consumer Cyclical 473,317.0 $28.0M 0.12% +210K +80.0% $59.11 -2.4%
112 BA BOEING CO Industrials 139,465.0 $27.8M 0.12% +847.0 +0.6% $199.03 +11.9%
113 AMP AMERIPRISE FINL INC Financial Services 62,386.0 $27.7M 0.12% +37K +144.9% $444.40 +5.2%
114 ILMN ILLUMINA INC Healthcare 223,243.0 $27.5M 0.12% +218K +4289.4% $123.26 +31.4%
115 RALLIANT CORP 660,397.0 $27.5M 0.11% +90K +15.7% $41.59
116 NXT NEXTPOWER INC Technology 227,609.0 $27.4M 0.11% +100K +78.4% $120.55 +4.4%
117 DPZ DOMINOS PIZZA INC Consumer Cyclical 75,900.0 $27.2M 0.11% +31K +67.9% $358.79 -12.9%
118 GGG GRACO INC Industrials 317,995.0 $26.9M 0.11% +20K +6.8% $84.65 -10.2%
119 DHR DANAHER CORP DEL Healthcare 135,285.0 $25.7M 0.11% +62K +84.7% $189.60 -6.6%
120 PANW PALO ALTO NETWORKS INC Technology 156,779.0 $25.1M 0.10% +35K +28.8% $160.32 +79.5%
Page 6 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%