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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 17 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NKE NIKE INC Consumer Cyclical 212,178.0 $11.2M 0.05% -13K -5.7% $52.82 -14.4%
322 EIX EDISON INTL Utilities 150,708.0 $11.0M 0.05% +44K +41.5% $73.18 -1.8%
323 DLR DIGITAL RLTY TR INC Real Estate 61,170.0 $11.0M 0.05% $180.21 +4.4%
324 SNX TD SYNNEX CORPORATION Technology 64,532.0 $10.9M 0.04% +5K +9.1% $168.71 +68.7%
325 NYT NEW YORK TIMES CO MTN BE Communication Services 125,387.0 $10.5M 0.04% -7K -5.2% $83.73 -12.7%
326 TFC TRUIST FINL CORP Financial Services 227,871.0 $10.5M 0.04% -4K -1.8% $45.97 +5.1%
327 DASH DOORDASH INC Communication Services 68,728.0 $10.3M 0.04% $150.15 +15.5%
328 KKR KKR & CO INC Financial Services 111,124.0 $10.3M 0.04% -1K -0.9% $92.50 +4.9%
329 OKE ONEOK INC NEW Energy 112,043.0 $10.1M 0.04% -1K -1.1% $90.39 -5.9%
330 RBC RBC BEARINGS INC Industrials 18,493.0 $10.0M 0.04% +4K +26.6% $543.12 +17.7%
331 O REALTY INCOME CORP Real Estate 163,804.0 $10.0M 0.04% $61.18 -1.5%
332 MSTR STRATEGY INC Technology 80,281.0 $10.0M 0.04% -563.0 -0.7% $124.80 -9.8%
333 RGA REINSURANCE GROUP AMER INC Financial Services 48,728.0 $9.9M 0.04% +456.0 +0.9% $204.16 +3.1%
334 AJG GALLAGHER ARTHUR J & CO Financial Services 45,733.0 $9.9M 0.04% -390.0 -0.8% $216.58 -1.2%
335 INVH INVITATION HOMES INC Real Estate 397,855.0 $9.9M 0.04% +308K +343.2% $24.85 +14.3%
336 ARW ARROW ELECTRS INC Technology 68,155.0 $9.8M 0.04% +5K +7.3% $143.41 +62.3%
337 RL RALPH LAUREN CORP Consumer Cyclical 28,399.0 $9.8M 0.04% +3K +11.4% $343.99 +20.1%
338 EW EDWARDS LIFESCIENCES CORP Healthcare 121,262.0 $9.7M 0.04% -157K -56.5% $80.08 +9.1%
339 WWD WOODWARD INC Industrials 27,102.0 $9.7M 0.04% -3K -9.3% $357.92 +20.2%
340 MLI MUELLER INDS INC Industrials 86,505.0 $9.6M 0.04% -8K -8.2% $110.80 +24.0%
Page 17 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%