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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 19 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DCI DONALDSON INC Industrials 102,545.0 $8.7M 0.04% +9K +9.4% $84.87 +0.8%
362 JBHT HUNT J B TRANS SVCS INC Industrials 40,850.0 $8.7M 0.04% -14K -25.7% $211.90 +28.0%
363 PPG PPG INDS INC Basic Materials 80,943.0 $8.7M 0.04% +73K +982.3% $106.88 +10.6%
364 NTRS NORTHERN TR CORP Financial Services 61,965.0 $8.6M 0.04% +30K +91.1% $139.57 +23.3%
365 SNOW SNOWFLAKE INC Technology 57,317.0 $8.6M 0.04% -586.0 -1.0% $150.82 +54.0%
366 TOL TOLL BROTHERS INC Consumer Cyclical 63,268.0 $8.6M 0.04% -1K -1.7% $136.47 +14.1%
367 EA ELECTRONIC ARTS INC Communication Services 42,327.0 $8.6M 0.04% -440.0 -1.0% $203.87 -0.8%
368 OXY OCCIDENTAL PETE CORP Energy 131,597.0 $8.6M 0.04% -1K -0.9% $65.00 -20.3%
369 ENSG ENSIGN GROUP INC Healthcare 42,302.0 $8.5M 0.04% -6K -12.1% $201.50 -23.7%
370 MET METLIFE INC Financial Services 120,494.0 $8.5M 0.04% -35K -22.7% $70.72 +21.0%
371 PLXS PLEXUS CORP Technology 41,761.0 $8.5M 0.04% -7K -14.2% $202.54 +48.1%
372 AXS AXIS CAP HLDGS LTD Financial Services 83,392.0 $8.5M 0.04% +6K +7.8% $101.41 -0.4%
373 RSG REPUBLIC SVCS INC Industrials 38,595.0 $8.5M 0.04% -740.0 -1.9% $219.02 -6.4%
374 FELE FRANKLIN ELEC INC Industrials 90,890.0 $8.4M 0.04% +21K +29.9% $92.17 +13.1%
375 SENEA SENECA FOODS CORP NEW Consumer Defensive 55,400.0 $8.4M 0.04% +34K +156.1% $151.12 +3.1%
376 LAUR LAUREATE ED INC Consumer Defensive 239,519.0 $8.3M 0.04% -49K -16.9% $34.84 +4.6%
377 WTS WATTS WATER TECHNOLOGIES INC Industrials 28,601.0 $8.3M 0.04% -5K -15.7% $290.29 +18.5%
378 AYI ACUITY INC Industrials 29,602.0 $8.3M 0.04% +5K +20.2% $280.22 +13.3%
379 IMKTA INGLES MKTS INC Consumer Defensive 92,231.0 $8.3M 0.04% $89.89 -2.7%
380 LSTR LANDSTAR SYS INC Industrials 51,669.0 $8.3M 0.04% +11K +25.9% $160.31 +29.4%
Page 19 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%