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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 28 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TIGO MILLICOM INTL CELLULAR S A Communication Services 36,233.0 $2.7M 0.01% -4K -10.0% $74.94 +12.6%
542 TTC TORO CO Industrials 28,851.0 $2.7M 0.01% +6K +24.0% $93.44 -0.9%
543 RNR RENAISSANCERE HLDGS LTD Financial Services 9,010.0 $2.7M 0.01% +4K +84.7% $297.23 +0.7%
544 ARMK ARAMARK Industrials 66,053.0 $2.7M 0.01% +57K +663.8% $40.54 +31.5%
545 ACT ENACT HLDGS INC Financial Services 64,823.0 $2.6M 0.01% -83K -56.3% $40.81 +3.9%
546 AWI ARMSTRONG WORLD INDS INC NEW Industrials 16,035.0 $2.6M 0.01% +4K +36.0% $164.80 -4.2%
547 RGLD ROYAL GOLD INC Basic Materials 10,353.0 $2.6M 0.01% -25K -70.5% $254.49 -15.6%
548 GUARDIAN METAL RES PLC 150,000.0 $2.6M 0.01% NEW $17.48
549 PICS NV 250,000.0 $2.6M 0.01% NEW $10.45
550 UNFI UNITED NAT FOODS INC Consumer Defensive 57,714.0 $2.6M 0.01% NEW $45.06 +14.8%
551 XYL XYLEM INC Industrials 21,723.0 $2.6M 0.01% -53K -70.8% $119.50 -6.8%
552 J JACOBS SOLUTIONS INC Industrials 20,164.0 $2.6M 0.01% -30K -59.5% $127.28 -5.0%
553 EVR EVERCORE INC Financial Services 8,595.0 $2.6M 0.01% -2K -21.0% $298.51 +24.5%
554 FTDR FRONTDOOR INC Consumer Cyclical 47,475.0 $2.5M 0.01% -63K -57.0% $52.86 +35.4%
555 MBC MASTERBRAND INC Consumer Cyclical 299,995.0 $2.5M 0.01% -1.4M -82.5% $8.31 +9.0%
556 M MACYS INC Consumer Cyclical 137,670.0 $2.5M 0.01% +78K +129.6% $18.09 +33.4%
557 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 22,452.0 $2.5M 0.01% -7K -23.1% $110.91 +18.8%
558 GNRC GENERAC HLDGS INC Industrials 12,712.0 $2.5M 0.01% +3K +24.7% $195.33 +42.9%
559 XPO XPO INC Industrials 12,432.0 $2.4M 0.01% +9K +219.5% $194.55 +2.5%
560 BWXT BWX TECHNOLOGIES INC Industrials 11,620.0 $2.4M 0.01% -522.0 -4.3% $204.49 +0.4%
Page 28 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%