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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 5 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ROST ROSS STORES INC Consumer Cyclical 277,565.0 $60.1M 0.25% -35K -11.3% $216.63 +7.5%
82 UBER UBER TECHNOLOGIES INC Technology 835,225.0 $60.1M 0.25% +281K +50.7% $71.93 -0.4%
83 ACN ACCENTURE PLC IRELAND Technology 302,589.0 $60.0M 0.25% +20K +7.2% $198.29 -35.5%
84 AMT AMERICAN TOWER CORP Real Estate 347,326.0 $59.9M 0.25% +81K +30.6% $172.58 +2.0%
85 PEGA PEGASYSTEMS INC Technology 1,396,021.0 $59.4M 0.25% $42.56 -29.3%
86 GM GENERAL MTRS CO Consumer Cyclical 794,863.0 $59.2M 0.25% +5K +0.6% $74.50 +6.4%
87 ESS ESSEX PPTY TR INC Real Estate 244,402.0 $59.1M 0.25% +87K +55.2% $242.00 +13.1%
88 MPC MARATHON PETE CORP Energy 239,138.0 $58.4M 0.24% +23K +10.7% $244.18 -0.5%
89 AON AON PLC Financial Services 180,893.0 $58.4M 0.24% +69K +61.1% $322.78 -1.6%
90 ADI ANALOG DEVICES INC Technology 182,090.0 $57.9M 0.24% +25K +15.8% $318.14 +36.6%
91 VLTO VERALTO CORP Industrials 633,077.0 $56.0M 0.23% +39K +6.6% $88.42 -6.4%
92 VRTX VERTEX PHARMACEUTICALS INC Healthcare 124,317.0 $55.5M 0.23% +13K +12.0% $446.54 +2.8%
93 APG API GROUP CORP Industrials 1,357,740.0 $55.0M 0.23% -891K -39.6% $40.52 +5.0%
94 MO ALTRIA GROUP INC Consumer Defensive 827,807.0 $54.6M 0.23% -341K -29.2% $65.99 +4.7%
95 TEL TE CONNECTIVITY PLC Technology 260,335.0 $54.4M 0.23% +34K +14.8% $209.02 +4.1%
96 MAA MID-AMER APT CMNTYS INC Real Estate 444,253.0 $54.3M 0.23% +158K +55.2% $122.12 +8.5%
97 LECO LINCOLN ELEC HLDGS INC Industrials 216,505.0 $53.9M 0.23% +201K +1280.2% $249.08 +10.5%
98 CBOE CBOE GLOBAL MKTS INC Financial Services 191,105.0 $53.7M 0.22% +187K +4059.0% $281.07 -11.4%
99 NEM NEWMONT CORP Basic Materials 492,495.0 $53.3M 0.22% -147K -23.0% $108.25 -4.1%
100 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 718,720.0 $52.1M 0.22% -16K -2.2% $72.46 +26.1%
Page 5 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%