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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 50 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 WYNN WYNN RESORTS LTD Consumer Cyclical 6,492.0 $659K 0.00% +3K +67.3% $101.55 +3.9%
982 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 9,318.0 $657K 0.00% +874.0 +10.3% $70.51 -23.1%
983 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 23,788.0 $655K 0.00% NEW $27.54 -16.7%
984 AMN AMN HEALTHCARE SVCS INC Healthcare 35,525.0 $652K 0.00% -20K -35.5% $18.34 +68.9%
985 QNST QUINSTREET INC Communication Services 54,023.0 $649K 0.00% +25K +87.7% $12.01 +8.7%
986 TGTX TG THERAPEUTICS INC Healthcare 19,455.0 $646K 0.00% -3K -13.0% $33.22 +60.2%
987 IBCP INDEPENDENT BK CORP MICH Financial Services 19,370.0 $645K 0.00% -17K -46.5% $33.30 +3.0%
988 WMK WEIS MKTS INC Consumer Defensive 9,426.0 $645K 0.00% +171.0 +1.9% $68.39 +12.2%
989 ABCB AMERIS BANCORP Financial Services 8,256.0 $644K 0.00% -10K -55.4% $77.99 +12.3%
990 FFBC 1ST FINL BANCORP Financial Services 23,048.0 $643K 0.00% -22K -48.7% $27.88 +13.4%
991 PERIMETER SOLUTIONS INC 26,194.0 $640K 0.00% -53K -66.9% $24.42
992 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 7,330.0 $637K 0.00% -1K -12.3% $86.97 +11.3%
993 PTCT PTC THERAPEUTICS INC Healthcare 9,353.0 $637K 0.00% -1K -11.8% $68.13 +15.9%
994 DRS LEONARDO DRS INC Industrials 14,265.0 $635K 0.00% -5K -24.1% $44.52 +3.5%
995 SEB SEABOARD CORP DEL Industrials 112.0 $633K 0.00% +9.0 +8.7% $5654.02 -15.2%
996 TIPT TIPTREE INC Financial Services 37,380.0 $632K 0.00% -24K -39.6% $16.92 +3.4%
997 CVNA CARVANA CO Consumer Cyclical 2,008.0 $631K 0.00% -2K -53.7% $314.38 -78.8%
998 CROX CROCS INC Consumer Cyclical 7,600.0 $631K 0.00% NEW $83.02 +50.6%
999 PATK PATRICK INDS INC Consumer Cyclical 5,679.0 $631K 0.00% NEW $111.07 -21.3%
1000 MC MOELIS & CO Financial Services 11,024.0 $628K 0.00% -26K -70.4% $57.00 +17.9%
Page 50 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%