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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 1 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BLK BLACKROCK INC Financial Services 44,172.0 $42.5M 0.18% NEW $961.71 +9.2%
2 VIKING HOLDINGS LTD 379,119.0 $27.9M 0.12% NEW $73.48
3 ODV OSISKO DEVELOPMENT CORP Basic Materials 6,400,000.0 $20.8M 0.09% NEW $3.25 -18.5%
4 VSNT VERSANT MEDIA GROUP INC Industrials 475,222.0 $17.6M 0.07% NEW $37.02 +3.0%
5 ROBINHOOD VENTURES FD I 600,000.0 $15.9M 0.07% NEW $26.54
6 THM INTERNATIONAL TOWER HILL MIN Basic Materials 6,250,000.0 $14.4M 0.06% NEW $2.30 -3.9%
7 APC ARKO PETE CORP Energy 500,000.0 $8.9M 0.04% NEW $17.89 +2.8%
8 SOLV ENERGY INC 250,000.0 $7.5M 0.03% NEW $30.03
9 AGO ASSURED GUARANTY LTD Financial Services 79,473.0 $6.5M 0.03% NEW $81.48 -6.1%
10 EQPT EQUIPMENTSHARE COM INC Industrials 300,000.0 $6.1M 0.03% NEW $20.37 +29.2%
11 INVA INNOVIVA INC Healthcare 200,082.0 $4.7M 0.02% NEW $23.30 -3.5%
12 PAYP PAYPAY CORP Technology 200,000.0 $4.3M 0.02% NEW $21.34 -42.0%
13 PRA PROASSURANCE CORP Financial Services 168,774.0 $4.2M 0.02% NEW $24.72 -0.3%
14 CTLP CANTALOUPE INC Technology 353,445.0 $3.8M 0.02% NEW $10.81 +3.6%
15 MDA MDA SPACE LTD Technology 150,000.0 $3.8M 0.02% NEW $25.32 +55.6%
16 AGBK AGI INC Financial Services 500,000.0 $3.6M 0.01% NEW $7.27 -4.7%
17 GUARDIAN METAL RES PLC 150,000.0 $2.6M 0.01% NEW $17.48
18 PICS NV 250,000.0 $2.6M 0.01% NEW $10.45
19 UNFI UNITED NAT FOODS INC Consumer Defensive 57,714.0 $2.6M 0.01% NEW $45.06 +14.8%
20 TKR TIMKEN CO Industrials 19,131.0 $1.9M 0.01% NEW $100.57 +41.6%
Page 1 of 9  ·  162 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%