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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 29 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 WAT WATERS CORP Healthcare 1,468.0 $437K 0.00% -502.0 -25.5% $297.80 +19.4%
562 OII OCEANEERING INTL INC Energy 12,303.0 $436K 0.00% -28K -69.8% $35.47 +1.7%
563 RYN RAYONIER INC Real Estate 21,098.0 $435K 0.00% -9K -30.2% $20.62 +1.7%
564 IQVIA HLDGS INC 2,548.0 $435K 0.00% -3K -54.8% $170.54
565 GOOD GLADSTONE COMMERCIAL CORP Real Estate 37,938.0 $434K 0.00% -14K -26.7% $11.43 +5.6%
566 VICI VICI PPTYS INC Real Estate 15,820.0 $432K 0.00% -19K -55.0% $27.32 -3.8%
567 CCL CARNIVAL CORP Consumer Cyclical 16,593.0 $429K 0.00% -18K -52.2% $25.88 +19.3%
568 ITRI ITRON INC Technology 4,763.0 $427K 0.00% -9K -64.7% $89.63 -9.8%
569 PBI PITNEY BOWES INC Industrials 38,447.0 $425K 0.00% -62K -61.8% $11.05 +58.4%
570 TDY TELEDYNE TECHNOLOGIES INC Technology 700.0 $424K 0.00% -851.0 -54.9% $605.01 +2.4%
571 QTWO Q2 HLDGS INC Technology 8,922.0 $422K 0.00% -6K -38.2% $47.30 -9.4%
572 PPL PPL CORP Utilities 11,037.0 $422K 0.00% -13K -54.9% $38.20 -7.4%
573 CNP CENTERPOINT ENERGY INC Utilities 9,744.0 $421K 0.00% -12K -54.9% $43.16 -0.8%
574 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 11,505.0 $418K 0.00% -2K -13.0% $36.32 -1.2%
575 COGT COGENT BIOSCIENCES INC Healthcare 10,829.0 $417K 0.00% -2K -13.0% $38.49 -10.3%
576 ACLX ARCELLX INC Healthcare 3,627.0 $416K 0.00% -517.0 -12.5% $114.82 +0.2%
577 EXR EXTRA SPACE STORAGE INC Real Estate 3,168.0 $415K 0.00% -40K -92.7% $131.13 +10.8%
578 TPL TEXAS PACIFIC LAND CORPORATI Energy 875.0 $415K 0.00% -1K -54.9% $474.56 -25.2%
579 FE FIRSTENERGY CORP Utilities 8,186.0 $415K 0.00% -16K -66.8% $50.66 -8.3%
580 YETI YETI HLDGS INC Consumer Cyclical 11,128.0 $407K 0.00% -553.0 -4.7% $36.59 +33.8%
Page 29 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%