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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 54 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 AMKR AMKOR TECHNOLOGY INC Technology 11,920.0 $537K 0.00% NEW $45.03 +100.9%
1062 CLEARWAY ENERGY INC 13,575.0 $532K 0.00% -15K -53.3% $39.17
1063 MLM MARTIN MARIETTA MATLS INC Basic Materials 899.0 $529K 0.00% -1K -55.0% $588.68 +3.5%
1064 CCI CROWN CASTLE INC Real Estate 6,499.0 $528K 0.00% -84K -92.8% $81.31 +0.9%
1065 MTH MERITAGE HOMES CORP Consumer Cyclical 8,543.0 $528K 0.00% -104K -92.4% $61.84 +22.5%
1066 CRSP CRISPR THERAPEUTICS AG Healthcare 11,094.0 $528K 0.00% -1K -8.7% $47.57 +13.7%
1067 GAMESTOP CORP 22,905.0 $528K 0.00% -17K -42.4% $23.04
1068 AVNT AVIENT CORPORATION Basic Materials 14,526.0 $527K 0.00% +3K +25.4% $36.30 +3.7%
1069 NUVL NUVALENT INC Healthcare 5,141.0 $527K 0.00% -764.0 -12.9% $102.45 +20.5%
1070 NWE NORTHWESTERN ENERGY GROUP IN Utilities 7,965.0 $525K 0.00% -1K -12.7% $65.94 +6.0%
1071 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,588.0 $525K 0.00% -2K -53.5% $330.63 -5.3%
1072 SIRIUSPOINT LTD 24,307.0 $524K 0.00% +10K +75.1% $21.54
1073 FOLD AMICUS THERAPEUTIC Healthcare 36,103.0 $522K 0.00% -5K -11.6% $14.46 +0.2%
1074 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 7,162.0 $521K 0.00% -9K -54.9% $72.69 +3.3%
1075 MCHP MICROCHIP TECHNOLOGY INC. Technology 8,047.0 $520K 0.00% -10K -54.9% $64.61 +54.4%
1076 BTDR BITDEER TECHNOLOGIES GROUP Technology 59,660.0 $516K 0.00% -4K -5.7% $8.65 +107.3%
1077 THRM GENTHERM INC Consumer Cyclical 18,541.0 $515K 0.00% NEW $27.78 +29.3%
1078 KYMR KYMERA THERAPEUTICS INC Healthcare 6,167.0 $514K 0.00% +330.0 +5.7% $83.29 +8.6%
1079 NGVT INGEVITY CORP Basic Materials 7,197.0 $513K 0.00% -24K -76.7% $71.23 +3.1%
1080 IDCC INTERDIGITAL INC Technology 1,693.0 $511K 0.00% -6K -77.8% $302.00 -2.0%
Page 54 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%