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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 44 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 QRVO QORVO INC Technology 11,408.0 $883K 0.00% -2K -12.9% $77.40 +27.2%
862 EPAM EPAM SYS INC Technology 6,480.0 $877K 0.00% -7K -50.6% $135.40 -43.4%
863 ONTO ONTO INNOVATION INC Technology 4,269.0 $875K 0.00% -6K -57.4% $205.07 +62.8%
864 BOOT BOOT BARN HLDGS INC Consumer Cyclical 5,953.0 $871K 0.00% +173.0 +3.0% $146.36 +19.0%
865 MSA MSA SAFETY INC Industrials 5,295.0 $868K 0.00% NEW $163.95 +0.3%
866 STBA S & T BANCORP INC Financial Services 20,739.0 $868K 0.00% +7K +48.6% $41.83 +12.0%
867 NHC NATIONAL HEALTHCARE CORP Healthcare 5,422.0 $866K 0.00% -4K -40.0% $159.70 +26.2%
868 BDC BELDEN INC Technology 7,522.0 $864K 0.00% -7K -49.2% $114.83 +7.3%
869 W WAYFAIR INC Consumer Cyclical 11,477.0 $863K 0.00% +7K +167.7% $75.21 +17.7%
870 INSTALLED BLDG PRODS INC 3,255.0 $863K 0.00% +2K +320.5% $265.15
871 AGX ARGAN INC Industrials 1,581.0 $861K 0.00% +393.0 +33.1% $544.65 +35.7%
872 ADEA ADEIA INC Technology 35,615.0 $856K 0.00% -84K -70.2% $24.03 +32.4%
873 NXST NEXSTAR MEDIA GROUP INC Communication Services 4,720.0 $854K 0.00% -5K -49.6% $180.83 -9.2%
874 WAL WESTERN ALLIANCE BANCORP Financial Services 12,022.0 $852K 0.00% +4K +44.5% $70.85 +12.8%
875 HAMILTON INSURANCE GROUP LTD 28,452.0 $849K 0.00% +5K +21.8% $29.83
876 NSIT INSIGHT ENTERPRISES INC Technology 12,600.0 $844K 0.00% +10K +391.4% $67.01 +61.8%
877 FCF FIRST COMWLTH FINL CORP PA Financial Services 47,882.0 $842K 0.00% +29K +149.9% $17.58 +11.1%
878 LASR NLIGHT INC Technology 14,758.0 $842K 0.00% NEW $57.02 +13.5%
879 BGC BGC GROUP INC Financial Services 85,964.0 $841K 0.00% +31K +56.6% $9.78 +23.2%
880 UMBF UMB FINL CORP Financial Services 7,434.0 $838K 0.00% -4K -35.9% $112.79 +18.0%
Page 44 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%