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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 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BKU BANKUNITED INC Financial Services 8,735.0 $394K 0.00% NEW $45.16 +5.3%
102 AMAL AMALGAMATED FINANCIAL CORP Financial Services 10,100.0 $393K 0.00% NEW $38.87 +13.1%
103 TERN TERNS PHARMACEUTICALS INC Healthcare 7,378.0 $389K 0.00% NEW $52.72 +0.4%
104 WTM WHITE MTNS INS GROUP LTD Financial Services 169.0 $371K 0.00% NEW $2196.96 -8.8%
105 ULS UL SOLUTIONS INC Industrials 4,287.0 $367K 0.00% NEW $85.71 +6.6%
106 DIGITALBRIDGE GROUP INC 23,635.0 $364K 0.00% NEW $15.42
107 IRTC IRHYTHM HOLDINGS INC Healthcare 3,028.0 $357K 0.00% NEW $118.02 -11.3%
108 ERAS ERASCA INC Healthcare 22,076.0 $357K 0.00% NEW $16.18 -15.5%
109 GFF GRIFFON CORP Industrials 4,849.0 $352K 0.00% NEW $72.68 +25.4%
110 UE URBAN EDGE PPTYS Real Estate 17,493.0 $350K 0.00% NEW $19.98 +11.5%
111 HESM HESS MIDSTREAM LP Energy 8,825.0 $343K 0.00% NEW $38.87 -5.4%
112 XPEL XPEL INC Consumer Cyclical 7,595.0 $336K 0.00% NEW $44.26 +2.2%
113 MTX MINERALS TECHNOLOGIES INC Basic Materials 4,723.0 $335K 0.00% NEW $70.92 +10.9%
114 BANR BANNER CORP Financial Services 5,190.0 $315K 0.00% NEW $60.68 +6.8%
115 SMBC SOUTHERN MO BANCORP INC Financial Services 4,907.0 $314K 0.00% NEW $63.94 +13.4%
116 CELC CELCUITY INC Healthcare 2,691.0 $307K 0.00% NEW $114.14 -23.1%
117 HLX HELIX ENERGY SOLUTIONS GRP I Energy 30,701.0 $304K 0.00% NEW $9.89 -12.1%
118 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 8,009.0 $302K 0.00% NEW $37.66 +12.6%
119 MLKN MILLERKNOLL INC Consumer Cyclical 20,833.0 $301K 0.00% NEW $14.46 +14.1%
120 POLESTAR AUTOMOTIVE HLDG UK 16,207.0 $299K 0.00% NEW $18.42
Page 6 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%