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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 8 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 STEL STELLAR BANCORP INC Financial Services 6,322.0 $231K 0.00% NEW $36.61 +5.0%
142 WGO WINNEBAGO INDS INC Consumer Cyclical 7,429.0 $230K 0.00% NEW $30.99 -9.6%
143 NKTR NEKTAR THERAPEUTICS Healthcare 3,098.0 $223K 0.00% NEW $71.95 -15.2%
144 VRRM VERRA MOBILITY CORP Technology 15,386.0 $220K 0.00% NEW $14.29 -67.0%
145 APOG APOGEE ENTERPRISES INC Industrials 6,526.0 $219K 0.00% NEW $33.54 +23.0%
146 IDT IDT CORP Communication Services 4,402.0 $216K 0.00% NEW $49.10 +12.9%
147 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3,211.0 $212K 0.00% NEW $66.11 +6.1%
148 EWTX EDGEWISE THERAPEUTICS INC Healthcare 6,719.0 $212K 0.00% NEW $31.50 +16.9%
149 VRE VERIS RESIDENTIAL INC Real Estate 10,905.0 $206K 0.00% NEW $18.87 +0.6%
150 DFTX DEFINIUM THERAPEUTICS INC Healthcare 10,300.0 $195K 0.00% NEW $18.90 +29.5%
151 PMT PENNYMAC MTG INVT TR Real Estate 16,683.0 $195K 0.00% NEW $11.66 -12.1%
152 OI O-I GLASS INC Consumer Cyclical 16,103.0 $169K 0.00% NEW $10.51 -12.2%
153 TWO HARBORS INVENTMENT CORPO 13,508.0 $154K 0.00% NEW $11.42
154 ARI APOLLO COML REAL ESTATE FIN Real Estate 13,825.0 $146K 0.00% NEW $10.56 +2.6%
155 TDAY USA TODAY CO INC Communication Services 14,467.0 $102K NEW $7.05 +11.8%
156 MCW MISTER CAR WASH INC Consumer Cyclical 12,735.0 $89K NEW $6.97 +1.9%
157 ANNX ANNEXON INC Healthcare 15,099.0 $84K NEW $5.54 -11.6%
158 CMPX COMPASS THERAPEUTICS INC Healthcare 14,464.0 $77K NEW $5.29 -61.8%
159 ATAIBECKLEY INC 21,559.0 $76K NEW $3.54
160 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 32,063.0 $76K NEW $2.37 +1.7%
Page 8 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%