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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 41 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 FSBC FIVE STAR BANCORP Financial Services 26,999.0 $1.0M 0.00% +18K +203.8% $37.72 +19.0%
802 DVA DAVITA INC Healthcare 6,603.0 $1.0M 0.00% +4K +207.1% $153.69 +35.3%
803 MZTI MARZETTI COMPANY Consumer Defensive 7,294.0 $1.0M 0.00% +3K +89.0% $138.33 -22.6%
804 ADT ADT INC DEL Industrials 152,806.0 $1.0M 0.00% +86K +128.4% $6.57 +0.2%
805 ZD ZIFF DAVIS INC Communication Services 23,904.0 $1.0M 0.00% -2K -6.3% $41.96 +9.7%
806 GH GUARDANT HEALTH INC Healthcare 10,857.0 $1.0M 0.00% +4K +52.5% $92.37 +42.7%
807 KSS KOHLS CORP Consumer Cyclical 77,672.0 $1.0M 0.00% NEW $12.90 +33.7%
808 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,913.0 $1.0M 0.00% -238.0 -11.1% $523.47 -3.4%
809 SCL STEPAN CO Basic Materials 19,962.0 $998K 0.00% NEW $49.98 +7.9%
810 SKT TANGER INC Real Estate 29,251.0 $994K 0.00% -19K -38.9% $33.98 +15.2%
811 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 15,829.0 $992K 0.00% -3K -14.0% $62.70 +30.5%
812 CYTK CYTOKINETICS INC Healthcare 15,038.0 $991K 0.00% -2K -10.8% $65.91 +19.5%
813 AIR AAR CORP Industrials 9,020.0 $987K 0.00% +5K +128.7% $109.46 +23.2%
814 PRAXIS PRECISION MEDICINES I 3,062.0 $987K 0.00% $322.19
815 HALO HALOZYME THERAPEUTICS INC Healthcare 15,248.0 $985K 0.00% -2K -12.2% $64.63 +6.1%
816 TRS TRIMAS CORP Consumer Cyclical 27,330.0 $982K 0.00% -647.0 -2.3% $35.94 +21.8%
817 VLYPN VALLEY NATL BANCORP Financial Services 79,604.0 $978K 0.00% +56K +232.4% $12.28 +109.9%
818 LPG DORIAN LPG LTD Energy 28,538.0 $976K 0.00% NEW $34.20 +15.7%
819 FIGS FIGS INC Consumer Cyclical 66,019.0 $975K 0.00% NEW $14.77 -16.7%
820 XP XP INC Financial Services 51,213.0 $975K 0.00% +20K +62.4% $19.04 -19.6%
Page 41 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%