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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 23 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WDFC WD 40 CO Basic Materials 34,106.0 $7.0M 0.03% +2K +5.3% $203.94 +11.4%
442 EXPO EXPONENT INC Industrials 105,353.0 $6.9M 0.03% -3K -3.0% $65.25 -12.8%
443 FLEX FLEXTRONICS INTL LTD Technology 104,362.0 $6.8M 0.03% -236K -69.3% $65.46 +125.5%
444 SCSC SCANSOURCE INC Technology 187,220.0 $6.8M 0.03% +34K +22.3% $36.30 +36.7%
445 BRC BRADY CORP Industrials 83,570.0 $6.8M 0.03% -8K -8.5% $81.24 +5.0%
446 ROP ROPER TECHNOLOGIES INC Industrials 19,169.0 $6.8M 0.03% -44K -69.9% $353.86 -6.7%
447 NUE NUCOR CORP Basic Materials 39,975.0 $6.8M 0.03% +32K +425.6% $169.10 +44.2%
448 SUPN SUPERNUS PHARMACEUTICALS Healthcare 130,034.0 $6.7M 0.03% -893.0 -0.7% $51.69 -14.1%
449 BMI BADGER METER INC Technology 43,828.0 $6.7M 0.03% +12K +39.4% $152.35 -11.1%
450 CHE CHEMED CORP NEW Healthcare 17,635.0 $6.7M 0.03% +2K +13.5% $377.74 +15.5%
451 QLYS QUALYS INC Technology 75,707.0 $6.7M 0.03% +24K +46.8% $87.85 +26.7%
452 MHO M/I HOMES INC Consumer Cyclical 54,265.0 $6.6M 0.03% +3K +6.3% $122.45 +21.8%
453 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 197,233.0 $6.6M 0.03% +25K +14.3% $33.65 +7.8%
454 NAVN NAVAN INC Technology 500,386.0 $6.6M 0.03% $13.24 +65.5%
455 EPAC ENERPAC TOOL GROUP CORP Industrials 180,784.0 $6.6M 0.03% +32K +21.2% $36.47 +0.4%
456 SAFT SAFETY INS GROUP INC Financial Services 90,692.0 $6.6M 0.03% +7K +8.2% $72.64 -2.9%
457 TNC TENNANT CO Industrials 99,122.0 $6.6M 0.03% +24K +32.0% $66.40 +36.7%
458 FANG DIAMONDBACK ENERGY INC Energy 33,170.0 $6.6M 0.03% -128K -79.4% $197.79 -7.2%
459 ADUS ADDUS HOMECARE CORP Healthcare 69,887.0 $6.5M 0.03% +12K +20.9% $93.65 +0.6%
460 AGO ASSURED GUARANTY LTD Financial Services 79,473.0 $6.5M 0.03% NEW $81.48 -6.1%
Page 23 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%