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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 3 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 456,420.0 $99.3M 0.41% -133K -22.6% $217.49 -0.4%
42 LIN LINDE PLC Basic Materials 199,537.0 $98.9M 0.41% +9K +4.8% $495.76 +3.3%
43 MCK MCKESSON CORP Healthcare 111,943.0 $96.9M 0.40% +35K +46.2% $865.36 -13.3%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 398,350.0 $96.6M 0.40% +86K +27.6% $242.39 +2.8%
45 INTC INTEL CORP Technology 2,169,961.0 $95.8M 0.40% -402K -15.6% $44.13 +203.6%
46 MCD MCDONALDS CORP Consumer Cyclical 304,232.0 $94.6M 0.39% +60K +24.7% $310.79 -10.4%
47 CVX CHEVRON CORPORATION Energy 452,316.0 $93.6M 0.39% -53K -10.6% $206.90 -16.1%
48 TJX TJX COS INC NEW Consumer Cyclical 577,652.0 $92.3M 0.38% -11K -1.9% $159.70 +2.6%
49 EQR EQUITY RESIDENTIAL Real Estate 1,550,713.0 $91.7M 0.38% +552K +55.3% $59.15 +8.4%
50 VZ VERIZON COMMUNICATIONS INC Communication Services 1,790,097.0 $89.9M 0.37% -407K -18.5% $50.20 -8.7%
51 AVB AVALONBAY CMNTYS INC Real Estate 541,135.0 $88.4M 0.37% +193K +55.5% $163.35 +8.6%
52 BAP CREDICORP LTD Financial Services 257,975.0 $87.5M 0.36% +38K +17.2% $339.18 +12.8%
53 MELI MERCADOLIBRE INC Consumer Cyclical 50,547.0 $87.4M 0.36% +8K +18.6% $1729.02 -5.4%
54 AMD ADVANCED MICRO DEVICES INC Technology 420,332.0 $85.5M 0.36% -29K -6.4% $203.43 +164.2%
55 PM PHILIP MORRIS INTL INC Consumer Defensive 512,104.0 $84.7M 0.35% -36K -6.5% $165.34 +7.9%
56 T AT&T INC Communication Services 2,843,501.0 $82.4M 0.34% +310K +12.2% $28.99 -24.1%
57 MRK MERCK & CO INC Healthcare 659,877.0 $79.4M 0.33% -118K -15.2% $120.29 -5.3%
58 KLAC KLA CORP Technology 53,620.0 $79.0M 0.33% $1472.41 -82.4%
59 RTX RTX CORPORATION Industrials 408,376.0 $78.8M 0.33% +2K +0.5% $192.90 -3.8%
60 CRM SALESFORCE INC Technology 412,680.0 $77.0M 0.32% +116K +39.0% $186.67 -18.7%
Page 3 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%