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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 4 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CMI CUMMINS INC Industrials 69,082.0 $37.2M 0.15% -12K -14.5% $538.02 +33.2%
62 TT TRANE TECHNOLOGIES PLC Industrials 88,414.0 $36.8M 0.15% -47K -34.8% $416.74 +16.0%
63 GILD GILEAD SCIENCES INC Healthcare 257,022.0 $35.8M 0.15% -42K -14.2% $139.37 -11.2%
64 UNP UNION PAC CORP Industrials 147,283.0 $35.7M 0.15% -25K -14.4% $242.62 +5.9%
65 AME AMETEK INC Industrials 162,258.0 $34.8M 0.14% -48K -22.6% $214.36 +10.8%
66 COP CONOCOPHILLIPS Energy 260,635.0 $34.4M 0.14% -29K -9.9% $132.00 -18.4%
67 LNG CHENIERE ENERGY INC Energy 121,059.0 $34.4M 0.14% -23K -15.8% $283.76 -20.0%
68 CASY CASEYS GEN STORES INC Consumer Cyclical 47,029.0 $34.2M 0.14% -76K -61.8% $727.86 +15.7%
69 NEE NEXTERA ENERGY INC Utilities 366,769.0 $34.1M 0.14% -4K -1.0% $92.88 -6.6%
70 VEEV VEEVA SYS INC Healthcare 192,589.0 $33.8M 0.14% -98K -33.6% $175.66 -12.7%
71 ADP AUTOMATIC DATA PROCESSING IN Industrials 161,261.0 $32.8M 0.14% -96K -37.4% $203.18 +7.5%
72 PSA PUBLIC STORAGE OPER CO Real Estate 120,881.0 $32.7M 0.14% -17K -12.6% $270.88 +17.4%
73 ABT ABBOTT LABORATORIES Healthcare 305,157.0 $31.3M 0.13% -140K -31.4% $102.67 -13.9%
74 DIS DISNEY WALT CO Communication Services 317,961.0 $30.6M 0.13% -319K -50.1% $96.38 +7.8%
75 AMRIZE LTD 536,849.0 $30.1M 0.12% -110K -17.0% $56.02
76 F FORD MTR CO Consumer Cyclical 2,574,758.0 $29.7M 0.12% -494K -16.1% $11.54 +21.8%
77 CSX CSX CORP Industrials 708,928.0 $29.1M 0.12% -47K -6.3% $41.05 +11.2%
78 ZM ZOOM COMMUNICATIONS INC Technology 348,991.0 $28.1M 0.12% -47K -11.9% $80.39 +8.7%
79 CTVA CORTEVA INC Basic Materials 326,799.0 $27.4M 0.11% -61K -15.6% $83.71 -6.1%
80 BSX BOSTON SCIENTIFIC CORP Healthcare 435,798.0 $27.3M 0.11% -117K -21.1% $62.75 -27.8%
Page 4 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%