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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 9 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 INVH INVITATION HOMES INC Real Estate 397,855.0 $9.9M 0.04% +308K +343.2% $24.85 +14.3%
162 ARW ARROW ELECTRS INC Technology 68,155.0 $9.8M 0.04% +5K +7.3% $143.41 +62.3%
163 RL RALPH LAUREN CORP Consumer Cyclical 28,399.0 $9.8M 0.04% +3K +11.4% $343.99 +20.1%
164 SBAC SBA COMMUNICATIONS CORP Real Estate 55,621.0 $9.6M 0.04% +35K +169.3% $172.11 +8.6%
165 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 105,284.0 $9.5M 0.04% +2K +1.8% $90.67 +6.9%
166 AIT APPLIED INDL TECHNOLOGIES IN Industrials 35,786.0 $9.5M 0.04% +4K +13.3% $265.32 +27.4%
167 HOOD ROBINHOOD MKTS INC Financial Services 133,523.0 $9.3M 0.04% +1K +1.0% $69.30 +56.1%
168 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 150,129.0 $9.2M 0.04% +18K +13.6% $61.35 -28.8%
169 AIZ ASSURANT INC Financial Services 41,844.0 $9.1M 0.04% +6K +16.7% $217.81 +19.3%
170 CLX CLOROX CO DEL Consumer Defensive 86,525.0 $9.0M 0.04% +72K +502.1% $103.63 -7.6%
171 SF STIFEL FINL CORP Financial Services 120,180.0 $8.9M 0.04% +60K +101.3% $73.92 -0.5%
172 DCI DONALDSON INC Industrials 102,545.0 $8.7M 0.04% +9K +9.4% $84.87 +0.8%
173 PPG PPG INDS INC Basic Materials 80,943.0 $8.7M 0.04% +73K +982.3% $106.88 +10.6%
174 NTRS NORTHERN TR CORP Financial Services 61,965.0 $8.6M 0.04% +30K +91.1% $139.57 +23.3%
175 AXS AXIS CAP HLDGS LTD Financial Services 83,392.0 $8.5M 0.04% +6K +7.8% $101.41 -0.4%
176 FELE FRANKLIN ELEC INC Industrials 90,890.0 $8.4M 0.04% +21K +29.9% $92.17 +13.1%
177 SENEA SENECA FOODS CORP NEW Consumer Defensive 55,400.0 $8.4M 0.04% +34K +156.1% $151.12 +3.1%
178 AYI ACUITY INC Industrials 29,602.0 $8.3M 0.04% +5K +20.2% $280.22 +13.3%
179 LSTR LANDSTAR SYS INC Industrials 51,669.0 $8.3M 0.04% +11K +25.9% $160.31 +29.4%
180 INGR INGREDION INC Consumer Defensive 72,048.0 $8.1M 0.03% +4K +5.8% $112.66 -13.1%
Page 9 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%