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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 3 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MASI MASIMO CORP Healthcare 5,921.0 $1.1M 0.00% NEW $177.87 +1.2%
42 KSS KOHLS CORP Consumer Cyclical 77,672.0 $1.0M 0.00% NEW $12.90 +33.7%
43 SCL STEPAN CO Basic Materials 19,962.0 $998K 0.00% NEW $49.98 +7.9%
44 LPG DORIAN LPG LTD Energy 28,538.0 $976K 0.00% NEW $34.20 +15.7%
45 FIGS FIGS INC Consumer Cyclical 66,019.0 $975K 0.00% NEW $14.77 -16.7%
46 UBSI UNITED BANKSHARES INC WEST V Financial Services 23,458.0 $972K 0.00% NEW $41.42 +7.2%
47 NPO ENPRO INC Industrials 3,759.0 $942K 0.00% NEW $250.65 +51.5%
48 PPC PILGRIMS PRIDE CORP Consumer Defensive 24,620.0 $930K 0.00% NEW $37.76 -27.6%
49 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 83,877.0 $915K 0.00% NEW $10.91 +18.8%
50 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 19,660.0 $911K 0.00% NEW $46.36 +69.4%
51 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 17,095.0 $901K 0.00% NEW $52.70 -1.0%
52 SLAB SILICON LABORATORIES INC Technology 4,258.0 $886K 0.00% NEW $208.15 +5.6%
53 MSA MSA SAFETY INC Industrials 5,295.0 $868K 0.00% NEW $163.95 +0.3%
54 LASR NLIGHT INC Technology 14,758.0 $842K 0.00% NEW $57.02 +13.5%
55 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 11,164.0 $823K 0.00% NEW $73.70 +13.9%
56 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 31,160.0 $818K 0.00% NEW $26.25 -11.4%
57 VAL VALARIS LTD Energy 8,323.0 $816K 0.00% NEW $98.04 -19.9%
58 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 49,360.0 $806K 0.00% NEW $16.32 +2.3%
59 KEX KIRBY CORP Industrials 6,013.0 $799K 0.00% NEW $132.88 +5.8%
60 SON SONOCO PRODS CO Consumer Cyclical 14,204.0 $768K 0.00% NEW $54.09 -6.3%
Page 3 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%