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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 5 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HAYW HAYWARD HLDGS INC Industrials 41,789.0 $559K 0.00% NEW $13.38 +12.1%
82 SHC SOTERA HEALTH CO Healthcare 38,041.0 $546K 0.00% NEW $14.34 +10.3%
83 LYTS LSI INDS INC OHIO Technology 29,304.0 $545K 0.00% NEW $18.60 +43.0%
84 ALNT ALLIENT INC Technology 9,214.0 $544K 0.00% NEW $59.09 +62.2%
85 AMKR AMKOR TECHNOLOGY INC Technology 11,920.0 $537K 0.00% NEW $45.03 +100.9%
86 THRM GENTHERM INC Consumer Cyclical 18,541.0 $515K 0.00% NEW $27.78 +29.3%
87 DK DELEK US HLDGS INC NEW Energy 11,325.0 $510K 0.00% NEW $45.07 -8.0%
88 IMAX IMAX CORP Communication Services 12,077.0 $459K 0.00% NEW $38.01 +16.6%
89 AZZ AZZ INC Industrials 3,638.0 $455K 0.00% NEW $125.13 +25.6%
90 CUBI CUSTOMERS BANCORP INC Financial Services 6,411.0 $445K 0.00% NEW $69.41 +9.2%
91 ROAD CONSTRUCTION PARTNERS INC Industrials 3,949.0 $439K 0.00% NEW $111.12 +10.5%
92 SBSI SOUTHSIDE BANCSHARES INC Financial Services 13,867.0 $431K 0.00% NEW $31.09 +8.2%
93 SLDE SLIDE INS HLDGS INC Financial Services 23,879.0 $430K 0.00% NEW $18.00 -7.9%
94 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 13,877.0 $423K 0.00% NEW $30.48 +25.7%
95 NATL NCR ATLEOS CORPORATION Technology 9,552.0 $416K 0.00% NEW $43.58 +0.1%
96 SPSC SPS COMM INC Technology 7,310.0 $407K 0.00% NEW $55.67 -4.6%
97 YOU CLEAR SECURE INC Technology 8,406.0 $407K 0.00% NEW $48.41 +4.9%
98 IESC IES HOLDINGS INC Industrials 848.0 $404K 0.00% NEW $476.47 +49.5%
99 MMI MARCUS & MILLICHAP INC Real Estate 15,191.0 $404K 0.00% NEW $26.59 +10.3%
100 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 4,700.0 $398K 0.00% NEW $84.64 +4.2%
Page 5 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%