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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 15 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HWM HOWMET AEROSPACE INC Industrials 69,416.0 $16.0M 0.07% +511.0 +0.7% $230.46 +20.5%
282 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 101,561.0 $16.0M 0.07% -1K -1.4% $157.28 -14.9%
283 AEP AMERICAN ELEC PWR CO INC Utilities 121,561.0 $15.9M 0.07% -14K -10.2% $131.08 -2.6%
284 ROBINHOOD VENTURES FD I 600,000.0 $15.9M 0.07% NEW $26.54
285 PCAR PACCAR INC Industrials 134,171.0 $15.5M 0.07% -30K -18.2% $115.50 +3.0%
286 CEG CONSTELLATION ENERGY CORP Utilities 54,855.0 $15.3M 0.06% -5K -8.9% $279.25 -1.9%
287 CHRW C H ROBINSON WORLDWIDE IN Industrials 91,010.0 $15.1M 0.06% +3K +3.3% $166.07 +11.4%
288 MRVL MARVELL TECHNOLOGY INC Technology 151,047.0 $15.0M 0.06% -4K -2.6% $99.05 +213.6%
289 YUM YUM BRANDS INC Consumer Cyclical 95,842.0 $14.9M 0.06% -12K -10.8% $155.48 -2.2%
290 THM INTERNATIONAL TOWER HILL MIN Basic Materials 6,250,000.0 $14.4M 0.06% NEW $2.30 -3.9%
291 HPQ HP INC Technology 730,544.0 $14.0M 0.06% -399K -35.3% $19.21 +22.3%
292 DAL DELTA AIR LINES INC Industrials 207,409.0 $13.8M 0.06% +15K +7.8% $66.48 +26.6%
293 PHM PULTE GROUP INC Consumer Cyclical 116,435.0 $13.7M 0.06% -85K -42.3% $117.61 +8.0%
294 SLB SLB LIMITED Energy 266,134.0 $13.7M 0.06% -3K -1.0% $51.39 -6.4%
295 AZO AUTOZONE INC Consumer Cyclical 4,008.0 $13.5M 0.06% -15K -78.9% $3377.78 -9.3%
296 SNPS SYNOPSYS INC Technology 34,074.0 $13.5M 0.06% +661.0 +2.0% $396.48 +14.9%
297 MAR MARRIOTT INTL INC NEW Consumer Cyclical 40,624.0 $13.3M 0.06% -892.0 -2.1% $327.07 +21.1%
298 IRT INDEPENDENCE RLTY TR INC Real Estate 881,801.0 $13.1M 0.06% +310K +54.3% $14.89 +6.2%
299 EMR EMERSON ELEC CO Industrials 100,080.0 $13.1M 0.06% -28K -21.6% $131.02 +15.0%
300 MAS MASCO CORP Industrials 217,066.0 $13.1M 0.06% -148K -40.6% $60.37 +23.2%
Page 15 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%