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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 12 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RDDT REDDIT INC Communication Services 186,003.0 $25.0M 0.10% +103K +124.1% $134.65 +29.9%
222 AER AERCAP HOLDINGS NV Industrials 182,006.0 $25.0M 0.10% -23K -11.2% $137.18 +5.7%
223 SN SHARKNINJA INC Consumer Cyclical 234,800.0 $24.9M 0.10% +53K +29.1% $105.90 +33.0%
224 QCOM QUALCOMM INC Technology 189,324.0 $24.4M 0.10% -183K -49.2% $128.78 +75.6%
225 WELL WELLTOWER INC Real Estate 122,235.0 $24.2M 0.10% -48K -28.0% $197.71 +4.5%
226 MTD METTLER TOLEDO INTERNATIONAL Healthcare 19,101.0 $24.1M 0.10% +18K +2700.7% $1261.20 -9.2%
227 CENCORA INC 76,618.0 $24.1M 0.10% +11K +17.5% $314.14
228 VLO VALERO ENERGY CORP Energy 95,653.0 $23.6M 0.10% -41K -30.1% $247.08 -4.4%
229 GLW CORNING INC Technology 172,856.0 $23.5M 0.10% -143K -45.2% $135.97 +43.4%
230 SPGI S&P GLOBAL INC Financial Services 55,204.0 $23.5M 0.10% -58K -51.1% $425.34 -3.4%
231 ROL ROLLINS INC Consumer Cyclical 438,759.0 $23.4M 0.10% -76K -14.8% $53.41 -15.8%
232 PHIN PHINIA INC Consumer Cyclical 341,478.0 $23.4M 0.10% -54K -13.6% $68.44 +18.0%
233 SE SEA LTD Consumer Cyclical 281,618.0 $23.3M 0.10% -9K -2.9% $82.81 +10.2%
234 CTAS CINTAS CORP Industrials 136,846.0 $23.1M 0.10% -15K -9.8% $169.14 +1.0%
235 PPTA PERPETUA RESOURCES CORP Basic Materials 801,111.0 $22.5M 0.09% $28.12 -13.5%
236 TGT TARGET CORP Consumer Defensive 185,615.0 $22.5M 0.09% +63K +51.8% $121.20 +7.9%
237 GWW WW GRAINGER INC Industrials 20,499.0 $22.4M 0.09% -6K -21.3% $1090.81 +25.2%
238 PLD PROLOGIS INC. Real Estate 165,438.0 $21.9M 0.09% -2K -1.0% $132.18 +6.3%
239 STT STATE STR CORP Financial Services 171,656.0 $21.7M 0.09% +107K +165.8% $126.56 +33.0%
240 LEIDOS HOLDINGS INC 136,974.0 $21.3M 0.09% -6K -3.9% $155.52
Page 12 of 74  ·  1,478 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%