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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 47 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 BLD TOPBUILD COR Industrials 2,175.0 $764K 0.00% -4K -61.7% $351.30 +21.4%
922 RNG RINGCENTRAL INC Technology 20,501.0 $762K 0.00% -12K -36.6% $37.19 -5.8%
923 CAG CONAGRA BRANDS INC Consumer Defensive 48,496.0 $762K 0.00% -17K -26.1% $15.72 -16.0%
924 VFC V F CORP Consumer Cyclical 44,369.0 $754K 0.00% +33K +304.8% $16.99 +2.0%
925 FROG JFROG LTD Technology 15,978.0 $750K 0.00% -38K -70.2% $46.93 +76.3%
926 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 13,021.0 $750K 0.00% -4K -23.4% $57.58 +28.8%
927 NTNX NUTANIX INC Technology 19,689.0 $748K 0.00% +11K +134.1% $38.01 +23.4%
928 ENTERGY CORP NEW 6,660.0 $748K 0.00% -8K -54.9% $112.36
929 ACA ARCOSA INC Industrials 7,037.0 $747K 0.00% NEW $106.14 +28.0%
930 CRVL CORVEL CORP Financial Services 13,639.0 $745K 0.00% -18K -56.5% $54.65 +7.1%
931 HLIO HELIOS TECHNOLOGIES INC Industrials 11,497.0 $744K 0.00% +5K +65.4% $64.71 +39.8%
932 LITE LUMENTUM HLDGS INC Technology 1,058.0 $744K 0.00% -5K -83.4% $702.76 +21.0%
933 MTRN MATERION CORP Basic Materials 5,139.0 $743K 0.00% NEW $144.65 +90.1%
934 TXNM ENERGY INC 12,714.0 $743K 0.00% -1K -9.3% $58.46
935 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 19,914.0 $737K 0.00% +1K +7.8% $37.01 +26.6%
936 PATHWARD FINANCIAL INC 8,231.0 $734K 0.00% +5K +147.5% $89.23
937 WINA WINMARK CORP Consumer Cyclical 1,711.0 $732K 0.00% -4K -71.3% $427.55 -6.4%
938 KRYS KRYSTAL BIOTECH INC Healthcare 2,823.0 $729K 0.00% -399.0 -12.4% $258.32 +34.7%
939 PACS PACS GROUP INC Financial Services 22,699.0 $729K 0.00% -3K -11.1% $32.12 +13.9%
940 THO THOR INDS INC Consumer Cyclical 9,092.0 $726K 0.00% +3K +50.5% $79.89 -9.4%
Page 47 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%