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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 30 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 HCI HCI GROUP INC Financial Services 2,624.0 $406K 0.00% -7K -73.7% $154.61 +5.8%
582 RJF RAYMOND JAMES FINL INC Financial Services 2,797.0 $405K 0.00% -3K -55.5% $144.79 +7.6%
583 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,044.0 $399K 0.00% -9K -81.1% $195.41 +0.8%
584 CTRA COTERRA ENERGY INC Energy 11,307.0 $397K 0.00% -14K -55.1% $35.14 -7.3%
585 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 17,277.0 $397K 0.00% -53K -75.5% $22.95 +20.0%
586 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,913.0 $396K 0.00% -4K -54.9% $136.09 -8.1%
587 SRRK SCHOLAR ROCK HLDG CORP Healthcare 8,049.0 $396K 0.00% -1K -12.8% $49.16 -3.7%
588 PJT PJT PARTNERS INC Financial Services 2,832.0 $396K 0.00% -13K -81.8% $139.72 +11.3%
589 APLS APELLIS PHARMACEUTICALS INC Healthcare 9,776.0 $393K 0.00% -1K -12.9% $40.23 +2.0%
590 HUBB HUBBELL INC Industrials 797.0 $391K 0.00% -965.0 -54.8% $490.74 +6.7%
591 HCKT HACKETT GROUP INC Technology 29,998.0 $390K 0.00% -134K -81.7% $13.01 -20.1%
592 EXPAND ENERGY CORPORATION 3,553.0 $390K 0.00% -4K -54.9% $109.78
593 AVO MISSION PRODUCE INC Consumer Defensive 27,847.0 $383K 0.00% -19K -40.9% $13.76 -16.5%
594 KMX CARMAX INC Consumer Cyclical 9,154.0 $381K 0.00% -8K -47.3% $41.58 +29.1%
595 GNW GENWORTH FINL INC Financial Services 46,814.0 $380K 0.00% -19K -28.5% $8.12 +10.2%
596 FICO FAIR ISAAC CORP Technology 356.0 $380K 0.00% -439.0 -55.2% $1067.54 +2.7%
597 YEXT YEXT INC Technology 98,733.0 $379K 0.00% -15K -13.6% $3.84 -1.0%
598 PNW PINNACLE WEST CAP CORP Utilities 3,725.0 $375K 0.00% -821.0 -18.1% $100.75 +1.6%
599 STLD STEEL DYNAMICS INC Basic Materials 2,077.0 $374K 0.00% -26K -92.6% $180.00 +38.8%
600 CGON CG ONCOLOGY INC Healthcare 5,521.0 $374K 0.00% -803.0 -12.7% $67.68 -9.8%
Page 30 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%