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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 36 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 LEN LENNAR CORP Consumer Cyclical 3,057.0 $265K 0.00% -4K -56.5% $86.84 +3.3%
702 REZI RESIDEO TECHNOLOGIES INC Industrials 7,875.0 $265K 0.00% -5K -37.7% $33.71 -5.3%
703 ENTG ENTEGRIS INC Technology 2,260.0 $265K 0.00% -3K -54.9% $117.24 +52.5%
704 WY WEYERHAEUSER CO Real Estate 10,811.0 $264K 0.00% -13K -54.8% $24.43 -0.5%
705 VECO VEECO INSTRS INC DEL Technology 7,798.0 $264K 0.00% -1K -12.4% $33.86 +135.2%
706 FIRST HAWAIIAN INC 10,701.0 $264K 0.00% -2K -12.4% $24.64
707 LIVN LIVANOVA PLC Healthcare 4,140.0 $263K 0.00% -573.0 -12.2% $63.56 +23.5%
708 EL LAUDER ESTEE COS INC Consumer Defensive 3,666.0 $263K 0.00% -4K -52.7% $71.77 +18.2%
709 ESTC ELASTIC N V Technology 5,260.0 $263K 0.00% -8K -59.3% $49.99 +18.0%
710 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 6,687.0 $261K 0.00% -10K -61.1% $38.97 +8.8%
711 BUNGE GLOBAL SA 2,015.0 $256K 0.00% -3K -56.4% $127.20
712 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 26,859.0 $256K 0.00% -3K -9.4% $9.52 -5.6%
713 CSGP COSTAR GROUP INC Real Estate 6,304.0 $254K 0.00% -8K -55.0% $40.34 -25.3%
714 UMH UMH PPTYS INC Real Estate 17,612.0 $254K 0.00% -16K -47.9% $14.43 +4.4%
715 FLUTTER ENTMT PLC 2,492.0 $254K 0.00% -283K -99.1% $101.95
716 AMTM AMENTUM HOLDINGS INC Industrials 9,732.0 $254K 0.00% -26K -72.8% $26.08 -16.9%
717 FFIV F5 INC Technology 870.0 $252K 0.00% -1K -54.4% $289.33 +33.2%
718 SAIA SAIA INC Industrials 716.0 $252K 0.00% -166.0 -18.8% $351.28 +23.9%
719 HOLOGIC INC 3,325.0 $251K 0.00% -4K -54.9% $75.59
720 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 20,175.0 $251K 0.00% -3K -13.0% $12.43 +30.4%
Page 36 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%