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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 42 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ST SENSATA TECHNOLOGIES HLDG PL Technology 27,621.0 $973K 0.00% -1K -4.8% $35.22 +43.8%
822 UBSI UNITED BANKSHARES INC WEST V Financial Services 23,458.0 $972K 0.00% NEW $41.42 +7.2%
823 KRG KITE REALTY GROUP TRUST Real Estate 39,431.0 $968K 0.00% -39K -50.0% $24.55 +13.7%
824 WBD WARNER BROS DISCOVERY INC Communication Services 35,002.0 $961K 0.00% -43K -54.9% $27.46 -4.6%
825 ONB OLD NATL BANCORP IND Financial Services 43,174.0 $954K 0.00% +16K +56.9% $22.10 +12.2%
826 HURN HURON CONSULTING GROUP INC Industrials 7,457.0 $951K 0.00% -578.0 -7.2% $127.49 -29.0%
827 THFF FIRST FINANCIAL CORPORATION Financial Services 15,027.0 $950K 0.00% +359.0 +2.5% $63.20 +15.6%
828 VOYA VOYA FINANCIAL INC Financial Services 13,857.0 $947K 0.00% +11K +333.2% $68.32 +32.0%
829 LYFT LYFT INC Technology 71,155.0 $946K 0.00% -19K -21.3% $13.30 +7.4%
830 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 23,989.0 $945K 0.00% +7K +38.1% $39.39 -5.1%
831 NPO ENPRO INC Industrials 3,759.0 $942K 0.00% NEW $250.65 +51.5%
832 CTRE CARETRUST REIT INC Real Estate 25,601.0 $938K 0.00% -43K -62.7% $36.65 +1.1%
833 JBS N.V. 51,993.0 $934K 0.00% +20K +62.5% $17.96
834 POOL POOL CORP Industrials 4,611.0 $933K 0.00% +2K +67.4% $202.33 -1.7%
835 GTES GATES INDL CORP PLC Industrials 41,236.0 $932K 0.00% -17K -28.6% $22.61 +24.2%
836 SAM BOSTON BEER INC Consumer Defensive 4,043.0 $932K 0.00% -2K -28.3% $230.40 -23.6%
837 PPC PILGRIMS PRIDE CORP Consumer Defensive 24,620.0 $930K 0.00% NEW $37.76 -27.6%
838 SMTC SEMTECH CORP Technology 12,057.0 $927K 0.00% +9K +321.0% $76.89 +105.8%
839 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 6,193.0 $926K 0.00% -2K -24.9% $149.52 +17.2%
840 CXM SPRINKLR INC Technology 154,265.0 $926K 0.00% -54K -25.9% $6.00 -16.0%
Page 42 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%