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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 13 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RPRX ROYALTY PHARMA PLC Healthcare 58,690.0 $2.8M 0.01% -6K -9.9% $47.97 +10.4%
242 TIGO MILLICOM INTL CELLULAR S A Communication Services 36,233.0 $2.7M 0.01% -4K -10.0% $74.94 +12.6%
243 ACT ENACT HLDGS INC Financial Services 64,823.0 $2.6M 0.01% -83K -56.3% $40.81 +3.9%
244 RGLD ROYAL GOLD INC Basic Materials 10,353.0 $2.6M 0.01% -25K -70.5% $254.49 -15.6%
245 XYL XYLEM INC Industrials 21,723.0 $2.6M 0.01% -53K -70.8% $119.50 -6.8%
246 J JACOBS SOLUTIONS INC Industrials 20,164.0 $2.6M 0.01% -30K -59.5% $127.28 -5.0%
247 EVR EVERCORE INC Financial Services 8,595.0 $2.6M 0.01% -2K -21.0% $298.51 +24.5%
248 FTDR FRONTDOOR INC Consumer Cyclical 47,475.0 $2.5M 0.01% -63K -57.0% $52.86 +35.4%
249 MBC MASTERBRAND INC Consumer Cyclical 299,995.0 $2.5M 0.01% -1.4M -82.5% $8.31 +9.0%
250 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 22,452.0 $2.5M 0.01% -7K -23.1% $110.91 +18.8%
251 BWXT BWX TECHNOLOGIES INC Industrials 11,620.0 $2.4M 0.01% -522.0 -4.3% $204.49 +0.4%
252 EIG EMPLOYERS HLDGS INC Financial Services 57,243.0 $2.4M 0.01% -82K -58.9% $41.14 +13.2%
253 ROKU ROKU INC Communication Services 24,633.0 $2.3M 0.01% -8K -25.2% $94.62 +45.9%
254 RKT ROCKET COS INC Financial Services 163,536.0 $2.3M 0.01% -2K -1.0% $14.25 +1.2%
255 MRNA MODERNA INC Healthcare 45,607.0 $2.3M 0.01% -7K -12.5% $50.80 +25.9%
256 DGICA DONEGAL GROUP INC Financial Services 134,727.0 $2.3M 0.01% -58K -30.0% $17.18 +1.8%
257 UVE UNIVERSAL INS HLDGS INC Financial Services 66,890.0 $2.3M 0.01% -31K -31.9% $34.16 +11.5%
258 LAMR LAMAR ADVERTISING CO Real Estate 17,944.0 $2.3M 0.01% -10K -36.1% $126.66 +18.2%
259 INCY INCYTE CORP Healthcare 23,980.0 $2.3M 0.01% -2K -7.0% $94.12 +4.4%
260 LFUS LITTELFUSE INC Technology 6,468.0 $2.2M 0.01% -23K -77.7% $339.35 +41.4%
Page 13 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%