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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 16 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ECL ECOLAB INC Basic Materials 49,210.0 $13.1M 0.06% -64K -56.5% $266.02 +1.2%
302 UPS UNITED PARCEL SVCS INC Industrials 131,593.0 $12.9M 0.05% -811.0 -0.6% $98.38 +6.6%
303 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 46,139.0 $12.7M 0.05% -274.0 -0.6% $275.18 +13.6%
304 TSN TYSON FOODS INC Consumer Defensive 197,643.0 $12.7M 0.05% -37K -15.6% $64.07 -13.4%
305 ROK ROCKWELL AUTOMATION INC Industrials 34,791.0 $12.5M 0.05% -43K -55.5% $358.88 +32.0%
306 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 42,103.0 $12.2M 0.05% +38K +985.1% $290.70 -12.2%
307 VTR VENTAS INC Real Estate 147,986.0 $12.1M 0.05% -70K -32.2% $81.78 -0.2%
308 ES EVERSOURCE ENERGY Utilities 173,952.0 $12.1M 0.05% +40K +30.0% $69.28 +0.4%
309 KMI KINDER MORGAN INC DEL Energy 356,651.0 $12.0M 0.05% -87K -19.7% $33.53 -5.8%
310 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 167,012.0 $11.9M 0.05% -177K -51.5% $71.18 -13.5%
311 DOV DOVER CORP Industrials 56,770.0 $11.8M 0.05% -35K -37.8% $208.45 +7.3%
312 TDG TRANSDIGM GROUP INC Industrials 10,031.0 $11.6M 0.05% -74.0 -0.7% $1158.96 +14.6%
313 COIN COINBASE GLOBAL INC Financial Services 66,523.0 $11.6M 0.05% +3K +5.2% $174.61 -6.5%
314 NET CLOUDFLARE INC Technology 56,252.0 $11.6M 0.05% $206.34 +8.6%
315 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 39,649.0 $11.5M 0.05% -390.0 -1.0% $290.49 -3.5%
316 LHX L3HARRIS TECHNOLOGIES INC Industrials 33,317.0 $11.5M 0.05% -6K -14.9% $345.15 -14.6%
317 NSC NORFOLK SOUTHN CORP Industrials 39,964.0 $11.5M 0.05% -410.0 -1.0% $287.00 +4.6%
318 MPWR MONOLITHIC PWR SYS INC Technology 10,353.0 $11.3M 0.05% +2K +24.3% $1093.35 +43.0%
319 SRE SEMPRA Utilities 116,248.0 $11.3M 0.05% -1K -1.0% $97.17 -6.7%
320 NEBIUS GROUP N.V. 108,125.0 $11.2M 0.05% +3K +2.4% $103.76
Page 16 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%