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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 21 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 RVLV REVOLVE GROUP INC Consumer Cyclical 36,389.0 $823K 0.00% -11K -24.0% $22.61 -3.6%
402 CVSA COVISTA INC Consumer Cyclical 7,121.0 $821K 0.00% -9K -55.6% $115.25 +3.3%
403 FLR FLUOR CORP Industrials 17,539.0 $818K 0.00% -26K -60.2% $46.65 +15.0%
404 AMH AMERICAN HOMES 4 RENT Real Estate 29,261.0 $817K 0.00% -430K -93.6% $27.92 +13.6%
405 AVA AVISTA CORP Utilities 20,340.0 $816K 0.00% -7K -25.0% $40.14 -0.9%
406 CIEN CIENA CORP Technology 2,102.0 $816K 0.00% -38K -94.8% $388.23 +10.3%
407 A AGILENT TECHNOLOGIES INC Healthcare 7,136.0 $813K 0.00% -31K -81.3% $113.98 +11.5%
408 MGY MAGNOLIA OIL & GAS CORP Energy 25,664.0 $810K 0.00% -12K -32.8% $31.57 -16.3%
409 TRGP TARGA RES CORP Energy 3,200.0 $802K 0.00% -4K -55.2% $250.73 +3.1%
410 WLDN WILLDAN GROUP INC Industrials 10,387.0 $795K 0.00% -7K -40.7% $76.56 +16.2%
411 FAST FASTENAL CO Industrials 17,130.0 $795K 0.00% -21K -54.9% $46.40 -1.1%
412 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 9,164.0 $792K 0.00% -16K -64.3% $86.44 +31.3%
413 NFG NATIONAL FUEL GAS CO Energy 8,417.0 $791K 0.00% -14K -61.9% $93.96 -19.2%
414 SAIC SCIENCE APPLICATIONS INTL CO Technology 8,326.0 $790K 0.00% -10K -55.7% $94.92 +7.9%
415 RITM RITHM CAPITAL CORP Real Estate 83,113.0 $788K 0.00% -203K -71.0% $9.48 -3.1%
416 TECH BIO-TECHNE CORP Healthcare 14,997.0 $784K 0.00% -9K -37.9% $52.26 +10.9%
417 GOLD GOLD COM INC Financial Services 19,293.0 $773K 0.00% -30K -61.0% $40.08 +5.4%
418 LBRDK LIBERTY BROADBAND CORP Communication Services 15,370.0 $773K 0.00% -2K -12.7% $50.30 -41.1%
419 AXSM AXSOME THERAPEUTICS INC. Healthcare 4,532.0 $766K 0.00% -632.0 -12.2% $169.02 +48.2%
420 BLD TOPBUILD COR Industrials 2,175.0 $764K 0.00% -4K -61.7% $351.30 +21.4%
Page 21 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%