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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 23 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 URI UNITED RENTALS INC Industrials 948.0 $691K 0.00% -1K -55.5% $728.56 +47.8%
442 ETSY INC 13,769.0 $688K 0.00% -6K -31.0% $49.98
443 DAKT DAKTRONICS INC Technology 35,059.0 $685K 0.00% -11K -23.2% $19.55 +6.2%
444 LKQ LKQ CORP Consumer Cyclical 23,275.0 $684K 0.00% -1K -5.2% $29.37 -12.2%
445 PB PROSPERITY BANCSHARES INC Financial Services 10,147.0 $682K 0.00% -941.0 -8.5% $67.18 +6.0%
446 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 6,448.0 $680K 0.00% -902.0 -12.3% $105.40 +7.1%
447 CTBI COMMUNITY TR BANCORP INC Financial Services 11,189.0 $679K 0.00% -6K -34.1% $60.72 +12.6%
448 APPF APPFOLIO INC Technology 4,297.0 $678K 0.00% -8K -66.2% $157.82 -4.0%
449 MMS MAXIMUS INC Industrials 10,546.0 $676K 0.00% -7K -41.5% $64.10 -13.0%
450 ALRM ALARM COM HLDGS INC Technology 15,599.0 $674K 0.00% -33K -68.0% $43.19 +2.8%
451 STANDARDAERO INC 26,080.0 $674K 0.00% -2.0M -98.7% $25.83
452 ESAB ESAB CORPORATION Industrials 6,893.0 $666K 0.00% -171K -96.1% $96.66 +9.9%
453 PVH PVH CORPORATION Consumer Cyclical 9,548.0 $666K 0.00% -5K -34.5% $69.76 +10.5%
454 CRAI CRA INTL INC Industrials 4,111.0 $665K 0.00% -35K -89.5% $161.88 -14.3%
455 AMN AMN HEALTHCARE SVCS INC Healthcare 35,525.0 $652K 0.00% -20K -35.5% $18.34 +68.9%
456 TGTX TG THERAPEUTICS INC Healthcare 19,455.0 $646K 0.00% -3K -13.0% $33.22 +60.2%
457 IBCP INDEPENDENT BK CORP MICH Financial Services 19,370.0 $645K 0.00% -17K -46.5% $33.30 +3.0%
458 ABCB AMERIS BANCORP Financial Services 8,256.0 $644K 0.00% -10K -55.4% $77.99 +12.3%
459 FFBC 1ST FINL BANCORP Financial Services 23,048.0 $643K 0.00% -22K -48.7% $27.88 +13.4%
460 PERIMETER SOLUTIONS INC 26,194.0 $640K 0.00% -53K -66.9% $24.42
Page 23 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%