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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 8 of 41  ·  810 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NSC NORFOLK SOUTHN CORP Industrials 39,964.0 $11.5M 0.05% -410.0 -1.0% $287.00 +4.6%
142 SRE SEMPRA Utilities 116,248.0 $11.3M 0.05% -1K -1.0% $97.17 -6.7%
143 NKE NIKE INC Consumer Cyclical 212,178.0 $11.2M 0.05% -13K -5.7% $52.82 -14.4%
144 NYT NEW YORK TIMES CO MTN BE Communication Services 125,387.0 $10.5M 0.04% -7K -5.2% $83.73 -12.7%
145 TFC TRUIST FINL CORP Financial Services 227,871.0 $10.5M 0.04% -4K -1.8% $45.97 +5.1%
146 KKR KKR & CO INC Financial Services 111,124.0 $10.3M 0.04% -1K -0.9% $92.50 +4.9%
147 OKE ONEOK INC NEW Energy 112,043.0 $10.1M 0.04% -1K -1.1% $90.39 -5.9%
148 MSTR STRATEGY INC Technology 80,281.0 $10.0M 0.04% -563.0 -0.7% $124.80 -9.8%
149 AJG GALLAGHER ARTHUR J & CO Financial Services 45,733.0 $9.9M 0.04% -390.0 -0.8% $216.58 -1.2%
150 EW EDWARDS LIFESCIENCES CORP Healthcare 121,262.0 $9.7M 0.04% -157K -56.5% $80.08 +9.1%
151 WWD WOODWARD INC Industrials 27,102.0 $9.7M 0.04% -3K -9.3% $357.92 +20.2%
152 MLI MUELLER INDS INC Industrials 86,505.0 $9.6M 0.04% -8K -8.2% $110.80 +24.0%
153 ANDE ANDERSONS INC Consumer Defensive 133,385.0 $9.6M 0.04% -33K -19.6% $71.78 -0.8%
154 ITT ITT INC Industrials 50,156.0 $9.6M 0.04% -3K -5.0% $190.53 +3.3%
155 MDT MEDTRONIC PLC Healthcare 108,518.0 $9.4M 0.04% -189K -63.5% $86.65 -8.4%
156 D DOMINION ENERGY INC Utilities 152,084.0 $9.4M 0.04% -1K -0.9% $61.82 +10.6%
157 AVY AVERY DENNISON CORP Industrials 53,448.0 $9.2M 0.04% -10K -16.0% $172.68 -8.1%
158 VST VISTRA CORP Utilities 60,356.0 $9.1M 0.04% -606.0 -1.0% $150.33 +8.9%
159 NXPI NXP SEMICONDUCTORS N V Technology 44,827.0 $8.8M 0.04% -539.0 -1.2% $196.86 +59.1%
160 EXC EXELON CORP Utilities 179,895.0 $8.8M 0.04% -13K -6.6% $49.02 -6.5%
Page 8 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%