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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 52 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 DLTR DOLLAR TREE INC Consumer Defensive 5,479.0 $600K 0.00% -962.0 -14.9% $109.51 +2.0%
1022 NNI NELNET INC Financial Services 4,644.0 $599K 0.00% -2K -33.1% $128.96 +1.1%
1023 KN KNOWLES CORP Technology 23,244.0 $597K 0.00% -64K -73.3% $25.68 +61.1%
1024 CBSH COMMERCE BANCSHARES INC Financial Services 12,115.0 $596K 0.00% -32K -72.5% $49.20 +11.2%
1025 DLB DOLBY LABORATORIES INC Technology 9,914.0 $595K 0.00% -106K -91.4% $60.06 -12.9%
1026 WLY WILEY JOHN & SONS INC Communication Services 15,618.0 $595K 0.00% -1K -6.3% $38.10 +22.6%
1027 EQT EQT CORP Energy 9,310.0 $592K 0.00% -11K -54.9% $63.64 -20.3%
1028 SKY CHAMPION HOMES INC Consumer Cyclical 7,957.0 $592K 0.00% +1K +20.7% $74.37 +12.1%
1029 TRMK TRUSTMARK CORP Financial Services 14,034.0 $591K 0.00% -13K -48.9% $42.14 +6.0%
1030 CRCT CRICUT INC Technology 156,079.0 $584K 0.00% -5K -3.1% $3.74 +19.3%
1031 GATX GATX CORP Industrials 3,400.0 $581K 0.00% -2K -38.9% $170.74 +3.8%
1032 NDAQ NASDAQ INC Financial Services 6,829.0 $580K 0.00% -29K -80.8% $84.89 -3.1%
1033 PCG PG&E CORP Utilities 32,791.0 $576K 0.00% -40K -54.9% $17.57 -6.2%
1034 U UNITY SOFTWARE INC Technology 26,253.0 $576K 0.00% -38K -59.2% $21.94 +25.3%
1035 CART MAPLEBEAR INC Consumer Cyclical 15,290.0 $573K 0.00% -2K -12.2% $37.46 +18.9%
1036 PRG PROG HOLDINGS INC Industrials 19,782.0 $568K 0.00% +1K +7.5% $28.69 +33.9%
1037 MORN MORNINGSTAR INC Financial Services 3,349.0 $566K 0.00% -3K -45.0% $169.05 -9.1%
1038 MBWM MERCANTILE BK CORP Financial Services 11,135.0 $562K 0.00% -1K -11.0% $50.50 +6.4%
1039 WEC WEC ENERGY GROUP INC Utilities 4,850.0 $561K 0.00% -6K -54.3% $115.77 -3.1%
1040 AROC ARCHROCK INC Energy 16,113.0 $561K 0.00% NEW $34.80 +6.2%
Page 52 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%