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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 12 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 INSM INSMED INC Healthcare 30,382.0 $5.0M 0.02% -3K -8.5% $163.52 -41.4%
222 WDAY WORKDAY INC Technology 37,962.0 $4.9M 0.02% -1K -2.8% $129.92 -10.0%
223 RACE FERRARI N V Consumer Cyclical 14,049.0 $4.8M 0.02% -1K -9.2% $338.45 +7.0%
224 GLPI GAMING & LEISURE P Real Estate 105,210.0 $4.7M 0.02% -7K -6.6% $44.37 +0.5%
225 JLL JONES LANG LASALLE INC Real Estate 14,648.0 $4.5M 0.02% -13K -47.6% $304.32 -2.3%
226 CHKP CHECK POINT SOFTWARE TECH LT Technology 31,030.0 $4.4M 0.02% -17K -35.6% $142.85 -14.4%
227 APTIV PLC 62,802.0 $4.4M 0.02% -22K -26.3% $69.44
228 HMN HORACE MANN EDUCATORS CORP N Financial Services 93,900.0 $4.0M 0.02% -64K -40.6% $42.68 +14.1%
229 BWA BORGWARNER INC Consumer Cyclical 72,409.0 $3.9M 0.02% -26K -26.2% $54.26 +32.4%
230 BIIB BIOGEN INC Healthcare 21,299.0 $3.9M 0.02% -2K -9.3% $183.33 +7.2%
231 WPC WP CAREY INC Real Estate 56,704.0 $3.9M 0.02% -32K -36.0% $67.96 +4.8%
232 FTAI AVIATION LTD 14,934.0 $3.7M 0.01% -16K -52.2% $245.00
233 DY DYCOM INDS INC Industrials 10,684.0 $3.6M 0.01% -2K -12.8% $338.82 +34.8%
234 BDX BECTON DICKINSON & CO Healthcare 22,646.0 $3.6M 0.01% -10K -30.5% $157.23 -8.4%
235 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 5,934.0 $3.5M 0.01% -814.0 -12.1% $592.98 -9.5%
236 WCC WESCO INTL INC Industrials 12,161.0 $3.3M 0.01% -2K -15.3% $273.62 +33.5%
237 CACI CACI INTL INC Technology 5,935.0 $3.2M 0.01% -572.0 -8.8% $543.87 -14.2%
238 HSTM HEALTHSTREAM INC Healthcare 151,183.0 $3.1M 0.01% -71K -32.1% $20.71 +23.8%
239 GL GLOBE LIFE INC Financial Services 21,834.0 $3.0M 0.01% -3K -13.2% $139.17 +22.7%
240 ED CONSOLIDATED EDISON INC Utilities 26,284.0 $3.0M 0.01% -13K -33.5% $113.18 -6.0%
Page 12 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%