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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 46 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 MGY MAGNOLIA OIL & GAS CORP Energy 25,664.0 $810K 0.00% -12K -32.8% $31.57 -16.3%
902 FRT FEDERAL RLTY INVT TR NEW Real Estate 7,609.0 $808K 0.00% +591.0 +8.4% $106.21 +13.4%
903 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 26,588.0 $807K 0.00% +5K +23.0% $30.36 -3.3%
904 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 12,913.0 $806K 0.00% +7K +113.4% $62.42 -0.4%
905 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 49,360.0 $806K 0.00% NEW $16.32 +7.8%
906 TRGP TARGA RES CORP Energy 3,200.0 $802K 0.00% -4K -55.2% $250.73 +3.1%
907 KEX KIRBY CORP Industrials 6,013.0 $799K 0.00% NEW $132.88 +5.8%
908 WLDN WILLDAN GROUP INC Industrials 10,387.0 $795K 0.00% -7K -40.7% $76.56 +16.2%
909 FAST FASTENAL CO Industrials 17,130.0 $795K 0.00% -21K -54.9% $46.40 -1.1%
910 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 9,164.0 $792K 0.00% -16K -64.3% $86.44 +31.3%
911 NFG NATIONAL FUEL GAS CO Energy 8,417.0 $791K 0.00% -14K -61.9% $93.96 -19.2%
912 SAIC SCIENCE APPLICATIONS INTL CO Technology 8,326.0 $790K 0.00% -10K -55.7% $94.92 +7.9%
913 RITM RITHM CAPITAL CORP Real Estate 83,113.0 $788K 0.00% -203K -71.0% $9.48 -3.1%
914 TECH BIO-TECHNE CORP Healthcare 14,997.0 $784K 0.00% -9K -37.9% $52.26 +10.9%
915 SUNC SUNOCOCORP LLC Energy 12,686.0 $782K 0.00% +3K +25.3% $61.65 +2.3%
916 BFST BUSINESS FIRST BANCSHARES IN Financial Services 28,787.0 $778K 0.00% +19K +197.0% $27.04 +6.4%
917 GOLD GOLD COM INC Financial Services 19,293.0 $773K 0.00% -30K -61.0% $40.08 +5.4%
918 LBRDK LIBERTY BROADBAND CORP Communication Services 15,370.0 $773K 0.00% -2K -12.7% $50.30 -41.1%
919 SON SONOCO PRODS CO Consumer Cyclical 14,204.0 $768K 0.00% NEW $54.09 -6.3%
920 AXSM AXSOME THERAPEUTICS INC. Healthcare 4,532.0 $766K 0.00% -632.0 -12.2% $169.02 +48.2%
Page 46 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%