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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 2 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DAR DARLING INGREDIENTS INC Consumer Defensive 30,607.0 $1.9M 0.01% NEW $61.85 -13.2%
22 BC BRUNSWICK CORP Consumer Cyclical 22,545.0 $1.6M 0.01% NEW $72.76 +14.9%
23 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 21,902.0 $1.6M 0.01% NEW $74.89 +36.7%
24 SMG SCOTTS MIRACLE-GRO CO Basic Materials 26,251.0 $1.6M 0.01% NEW $60.81 +6.4%
25 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 93,088.0 $1.6M 0.01% NEW $16.70 +6.6%
26 DIEBOLD NIXDORF INC 20,306.0 $1.5M 0.01% NEW $75.44
27 FORM FORMFACTOR INC Technology 15,777.0 $1.5M 0.01% NEW $96.99 +54.2%
28 BV BRIGHTVIEW HLDGS INC Industrials 116,699.0 $1.4M 0.01% NEW $11.79 +10.7%
29 ODC OIL DRI CORP AMER Basic Materials 20,670.0 $1.3M 0.01% NEW $65.09 +46.1%
30 BBWI BATH & BODY WORKS INC Consumer Cyclical 71,108.0 $1.3M 0.01% NEW $18.67 +10.1%
31 FPS FORGENT POWER SOLUTIONS INC Industrials 45,000.0 $1.3M 0.01% NEW $29.27 +116.6%
32 BLKB BLACKBAUD INC Technology 33,787.0 $1.3M 0.01% NEW $38.61 -30.0%
33 HLF HERBALIFE LTD Consumer Defensive 84,923.0 $1.3M 0.01% NEW $14.72 -19.2%
34 VIAV VIAVI SOLUTIONS INC Technology 37,457.0 $1.2M 0.01% NEW $33.28 +41.7%
35 PIPR PIPER SANDLER COMPANIES Financial Services 15,484.0 $1.2M 0.01% NEW $76.55 +6.9%
36 JANUS LIVING INC 50,000.0 $1.2M 0.01% NEW $23.57
37 JBI JANUS INTERNATIONAL GROUP IN Industrials 220,051.0 $1.1M 0.01% NEW $5.15 +4.3%
38 LIFE ETHOS TECHNOLOGIES INC Financial Services 100,000.0 $1.1M 0.01% NEW $11.17 +43.9%
39 CNK CINEMARK HLDGS INC Communication Services 37,553.0 $1.1M 0.00% NEW $28.52 +18.4%
40 ASB ASSOCIATED BANC-CORP Financial Services 41,308.0 $1.1M 0.00% NEW $25.86 +12.9%
Page 2 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%