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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 13 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 APP APPLOVIN CORP Technology 53,295.0 $21.2M 0.09% +4K +7.7% $398.00 +18.0%
242 CW CURTISS WRIGHT CORP Industrials 30,839.0 $21.0M 0.09% +11K +55.9% $681.12 +13.3%
243 DG DOLLAR GEN CORP Consumer Defensive 176,741.0 $21.0M 0.09% -11K -6.0% $118.73 -4.4%
244 ODV OSISKO DEVELOPMENT CORP Basic Materials 6,400,000.0 $20.8M 0.09% NEW $3.25 -18.5%
245 KNF KNIFE RIVER CORP Basic Materials 254,528.0 $20.8M 0.09% $81.65 +5.6%
246 ALL ALLSTATE CORP Financial Services 99,453.0 $20.6M 0.09% -40K -28.8% $207.34 +6.7%
247 SANDISK CORP 32,343.0 $20.5M 0.09% -49K -60.1% $635.34
248 DVN DEVON ENERGY CORP NEW Energy 395,803.0 $19.9M 0.08% -277K -41.2% $50.32 -16.3%
249 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 212,167.0 $19.9M 0.08% -28K -11.5% $93.87 +189.6%
250 CR CRANE COMPANY Industrials 116,232.0 $19.9M 0.08% -34K -22.6% $171.00 +25.7%
251 NTAP NETAPP INC Technology 190,986.0 $19.6M 0.08% +50K +35.6% $102.39 +56.0%
252 PODD INSULET CORP Healthcare 92,615.0 $19.4M 0.08% +15K +19.7% $209.84 -30.5%
253 KEY KEYCORP Financial Services 965,632.0 $19.4M 0.08% +935K +3023.2% $20.05 +12.7%
254 WST WEST PHARMACEUTICAL SVSC INC Healthcare 76,525.0 $19.2M 0.08% +38K +100.5% $250.64 +30.9%
255 PTC PTC INC Technology 133,414.0 $19.0M 0.08% +107K +409.4% $142.49 -19.5%
256 CME CME GROUP INC Financial Services 64,228.0 $19.0M 0.08% -606.0 -0.9% $295.35 -16.6%
257 ABNB AIRBNB INC Consumer Cyclical 149,986.0 $18.9M 0.08% +73K +94.2% $126.28 +12.8%
258 SO SOUTHERN CO Utilities 196,093.0 $18.9M 0.08% -31K -13.7% $96.52 -3.6%
259 ZTS ZOETIS INC Healthcare 159,842.0 $18.9M 0.08% -22K -11.9% $118.21 -33.4%
260 DHI D R HORTON INC Consumer Cyclical 136,237.0 $18.7M 0.08% +23K +20.2% $137.22 +15.0%
Page 13 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%