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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 20 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RDN RADIAN GROUP INC Financial Services 27,613.0 $913K 0.00% -7K -20.2% $33.08 +4.9%
382 KTB KONTOOR BRANDS INC Consumer Cyclical 12,934.0 $909K 0.00% -15K -53.6% $70.29 +11.2%
383 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 24,838.0 $904K 0.00% -15K -37.6% $36.39 -1.4%
384 BKR BAKER HUGHES COMPANY Energy 14,742.0 $900K 0.00% -18K -54.9% $61.05 -4.3%
385 AIR LEASE CORP 13,770.0 $894K 0.00% -2K -12.7% $64.94
386 PLMR PALOMAR HLDGS INC Financial Services 7,483.0 $894K 0.00% -8K -52.5% $119.50 -6.5%
387 LXP INDUSTRIAL TRUST 19,316.0 $894K 0.00% -6K -24.7% $46.26
388 DGII DIGI INTL INC Technology 18,451.0 $889K 0.00% -4K -17.1% $48.20 +43.3%
389 PCVX VAXCYTE INC Healthcare 15,240.0 $886K 0.00% -2K -11.9% $58.11 -11.5%
390 CWAN CLEARWATER ANALYTICS HLDGS I Technology 37,371.0 $884K 0.00% -65K -63.6% $23.65 +2.7%
391 QRVO QORVO INC Technology 11,408.0 $883K 0.00% -2K -12.9% $77.40 +27.2%
392 EPAM EPAM SYS INC Technology 6,480.0 $877K 0.00% -7K -50.6% $135.40 -43.4%
393 ONTO ONTO INNOVATION INC Technology 4,269.0 $875K 0.00% -6K -57.4% $205.07 +62.8%
394 NHC NATIONAL HEALTHCARE CORP Healthcare 5,422.0 $866K 0.00% -4K -40.0% $159.70 +26.2%
395 BDC BELDEN INC Technology 7,522.0 $864K 0.00% -7K -49.2% $114.83 +7.3%
396 ADEA ADEIA INC Technology 35,615.0 $856K 0.00% -84K -70.2% $24.03 +32.4%
397 NXST NEXSTAR MEDIA GROUP INC Communication Services 4,720.0 $854K 0.00% -5K -49.6% $180.83 -9.2%
398 UMBF UMB FINL CORP Financial Services 7,434.0 $838K 0.00% -4K -35.9% $112.79 +18.0%
399 GTY GETTY RLTY CORP NEW Real Estate 26,201.0 $833K 0.00% -14K -34.7% $31.80 +2.8%
400 PNTG PENNANT GROUP INC Healthcare 27,224.0 $830K 0.00% -8K -22.7% $30.48 +9.7%
Page 20 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%