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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 21 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 AFG AMERICAN FINANCIAL GROUP INC Financial Services 60,623.0 $7.7M 0.03% +58K +2641.9% $127.71 +4.1%
402 WOR WORTHINGTON ENTERPRISES INC Industrials 147,979.0 $7.7M 0.03% +41K +38.2% $52.14 +15.8%
403 BKE BUCKLE INC Consumer Cyclical 152,941.0 $7.7M 0.03% -12K -7.4% $50.36 -10.3%
404 CMS CMS ENERGY CORP Utilities 99,257.0 $7.7M 0.03% +89K +902.6% $77.58 -5.4%
405 AOS SMITH A O CORP Industrials 116,776.0 $7.7M 0.03% +3K +2.7% $65.94 -11.7%
406 MGRC MCGRATH RENTCORP Industrials 69,657.0 $7.7M 0.03% -4K -4.8% $110.28 +7.2%
407 FCN FTI CONSULTING INC Industrials 43,413.0 $7.7M 0.03% +9K +25.9% $176.77 -17.6%
408 CNO CNO FINL GROUP INC Financial Services 186,688.0 $7.7M 0.03% +156K +505.2% $41.06 +23.8%
409 STRA STRATEGIC ED INC Consumer Defensive 91,844.0 $7.6M 0.03% +28K +44.3% $82.96 -9.2%
410 CARR CARRIER GLOBAL CORPORATION Industrials 135,057.0 $7.6M 0.03% -3K -2.0% $56.31 +27.5%
411 UFPI UFP INDUSTRIES INC Basic Materials 82,448.0 $7.6M 0.03% +2K +2.9% $92.12 -6.0%
412 VMI VALMONT INDS INC Industrials 18,952.0 $7.6M 0.03% -1K -6.9% $399.57 +42.7%
413 MANH MANHATTAN ASSOCIATES INC Technology 56,745.0 $7.6M 0.03% +9K +18.3% $133.12 -0.6%
414 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 187,495.0 $7.5M 0.03% -17K -8.3% $40.26 -31.8%
415 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 235,498.0 $7.5M 0.03% -6K -2.4% $32.01 +1.5%
416 PRI PRIMERICA INC Financial Services 30,095.0 $7.5M 0.03% +2K +5.7% $250.48 +12.5%
417 IOSP INNOSPEC INC Basic Materials 103,102.0 $7.5M 0.03% +19K +22.1% $73.02 +13.3%
418 KFY KORN FERRY Industrials 119,531.0 $7.5M 0.03% +9K +8.2% $62.95 +13.5%
419 SOLV ENERGY INC 250,000.0 $7.5M 0.03% NEW $30.03
420 WFRD WEATHERFORD INTL PLC Energy 79,297.0 $7.5M 0.03% +10K +14.1% $94.58 -3.1%
Page 21 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%