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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 22 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HLI HOULIHAN LOKEY INC Financial Services 52,216.0 $7.5M 0.03% +3K +5.2% $143.62 -2.0%
422 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 128,213.0 $7.5M 0.03% -17K -11.6% $58.24 +22.9%
423 GNTX GENTEX CORP Consumer Cyclical 339,723.0 $7.4M 0.03% +80K +31.0% $21.85 +18.8%
424 WCN WASTE CONNECTIONS INC Industrials 45,618.0 $7.4M 0.03% -709.0 -1.5% $162.44 -5.2%
425 ESNT ESSENT GROUP LTD Financial Services 126,761.0 $7.4M 0.03% +21K +19.4% $58.44 +0.0%
426 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 44,800.0 $7.4M 0.03% +6K +16.5% $165.14 +7.6%
427 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 90,753.0 $7.3M 0.03% +971.0 +1.1% $80.95 -1.3%
428 CDW CDW CORP Technology 60,700.0 $7.3M 0.03% +34K +125.8% $121.02 +6.1%
429 PSMT PRICESMART INC Consumer Defensive 48,759.0 $7.3M 0.03% -1K -2.3% $150.50 +20.9%
430 MTG MGIC INVT CORP WIS Financial Services 278,181.0 $7.3M 0.03% -21K -6.9% $26.25 -0.7%
431 MSM MSC INDL DIRECT INC Industrials 79,084.0 $7.3M 0.03% -6K -7.6% $92.27 +28.4%
432 JHG JANUS HENDERSON GROUP PLC Financial Services 141,997.0 $7.3M 0.03% -3K -1.8% $51.37 +1.0%
433 SSD SIMPSON MFG INC Industrials 42,495.0 $7.3M 0.03% +7K +20.3% $171.62 +16.6%
434 VRSK VERISK ANALYTICS INC Industrials 38,409.0 $7.3M 0.03% -36K -48.4% $189.75 -8.4%
435 DORM DORMAN PRODS INC Consumer Cyclical 69,496.0 $7.3M 0.03% +16K +29.0% $104.36 +20.4%
436 MSCI MSCI INC Financial Services 13,384.0 $7.2M 0.03% -535.0 -3.8% $539.01 +7.8%
437 MRTN MARTEN TRANS LTD Industrials 546,810.0 $7.2M 0.03% +59K +12.1% $13.13 +28.3%
438 PYPL PAYPAL HLDGS INC Financial Services 158,308.0 $7.2M 0.03% -305K -65.8% $45.23 -6.0%
439 PLUS EPLUS INC Technology 95,152.0 $7.2M 0.03% +28K +41.7% $75.25 +8.8%
440 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 315,299.0 $7.0M 0.03% +4K +1.4% $22.26 -4.9%
Page 22 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%