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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 33 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 WTFC WINTRUST FINL CORP Financial Services 11,980.0 $1.7M 0.01% -116.0 -1.0% $138.94 +10.9%
642 CGNX COGNEX CORP Technology 33,956.0 $1.7M 0.01% -25K -42.4% $48.99 +34.9%
643 ENVA ENOVA INTL INC Financial Services 12,120.0 $1.6M 0.01% +4K +49.1% $135.83 +49.1%
644 LAZ LAZARD INC Financial Services 38,735.0 $1.6M 0.01% -3K -8.2% $42.48 +4.3%
645 IVZ INVESCO LTD Financial Services 67,668.0 $1.6M 0.01% -3K -3.6% $24.29 +15.9%
646 BC BRUNSWICK CORP Consumer Cyclical 22,545.0 $1.6M 0.01% NEW $72.76 +14.9%
647 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 21,902.0 $1.6M 0.01% NEW $74.89 +36.7%
648 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 86,071.0 $1.6M 0.01% -4K -4.9% $18.83 +28.9%
649 SMG SCOTTS MIRACLE-GRO CO Basic Materials 26,251.0 $1.6M 0.01% NEW $60.81 +6.4%
650 EGP EASTGROUP PPTYS INC Real Estate 8,600.0 $1.6M 0.01% -3K -25.9% $185.09 +8.0%
651 DRH DIAMONDROCK HOSPITALITY CO Real Estate 169,790.0 $1.6M 0.01% +93K +121.8% $9.37 +31.4%
652 SIGI SELECTIVE INS GROUP INC Financial Services 21,078.0 $1.6M 0.01% +5K +34.0% $75.39 +22.4%
653 PEN PENUMBRA INC Healthcare 4,824.0 $1.6M 0.01% -3K -41.5% $328.37 -3.4%
654 FCFS FIRSTCASH HOLDINGS INC Financial Services 8,415.0 $1.6M 0.01% -3K -24.1% $188.00 +20.8%
655 EHC ENCOMPASS HEALTH CORP Healthcare 16,333.0 $1.6M 0.01% -5K -21.9% $96.73 +1.3%
656 AKAM AKAMAI TECHNOLOGIES INC Technology 13,726.0 $1.6M 0.01% -866.0 -5.9% $114.85 +8.8%
657 ESI ELEMENT SOLUTIONS INC Basic Materials 46,120.0 $1.6M 0.01% +34K +281.0% $34.14 +34.7%
658 TKO TKO GROUP HOLDINGS INC Communication Services 7,767.0 $1.6M 0.01% -11K -59.0% $201.65 -1.4%
659 GWRE GUIDEWIRE SOFTWARE INC Technology 10,467.0 $1.6M 0.01% -7K -40.7% $149.56 -27.9%
660 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 93,088.0 $1.6M 0.01% NEW $16.70 +6.6%
Page 33 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%