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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 10 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 THG HANOVER INS GROUP INC Financial Services 46,342.0 $8.0M 0.03% -3K -5.4% $173.35 +14.2%
182 ORI OLD REP INTL CORP Financial Services 200,539.0 $8.0M 0.03% -8K -3.6% $39.90 -3.0%
183 LOPE GRAND CANYON ED INC Consumer Defensive 45,614.0 $7.8M 0.03% -2K -4.6% $170.03 -16.7%
184 BKE BUCKLE INC Consumer Cyclical 152,941.0 $7.7M 0.03% -12K -7.4% $50.36 -10.3%
185 MGRC MCGRATH RENTCORP Industrials 69,657.0 $7.7M 0.03% -4K -4.8% $110.28 +7.2%
186 CARR CARRIER GLOBAL CORPORATION Industrials 135,057.0 $7.6M 0.03% -3K -2.0% $56.31 +27.5%
187 VMI VALMONT INDS INC Industrials 18,952.0 $7.6M 0.03% -1K -6.9% $399.57 +42.7%
188 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 187,495.0 $7.5M 0.03% -17K -8.3% $40.26 -31.8%
189 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 235,498.0 $7.5M 0.03% -6K -2.4% $32.01 +1.5%
190 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 128,213.0 $7.5M 0.03% -17K -11.6% $58.24 +22.9%
191 WCN WASTE CONNECTIONS INC Industrials 45,618.0 $7.4M 0.03% -709.0 -1.5% $162.44 -5.2%
192 PSMT PRICESMART INC Consumer Defensive 48,759.0 $7.3M 0.03% -1K -2.3% $150.50 +20.9%
193 MTG MGIC INVT CORP WIS Financial Services 278,181.0 $7.3M 0.03% -21K -6.9% $26.25 -0.7%
194 MSM MSC INDL DIRECT INC Industrials 79,084.0 $7.3M 0.03% -6K -7.6% $92.27 +28.4%
195 JHG JANUS HENDERSON GROUP PLC Financial Services 141,997.0 $7.3M 0.03% -3K -1.8% $51.37 +1.0%
196 VRSK VERISK ANALYTICS INC Industrials 38,409.0 $7.3M 0.03% -36K -48.4% $189.75 -8.4%
197 MSCI MSCI INC Financial Services 13,384.0 $7.2M 0.03% -535.0 -3.8% $539.01 +7.8%
198 PYPL PAYPAL HLDGS INC Financial Services 158,308.0 $7.2M 0.03% -305K -65.8% $45.23 -6.0%
199 EXPO EXPONENT INC Industrials 105,353.0 $6.9M 0.03% -3K -3.0% $65.25 -12.8%
200 FLEX FLEXTRONICS INTL LTD Technology 104,362.0 $6.8M 0.03% -236K -69.3% $65.46 +125.5%
Page 10 of 41  ·  810 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%