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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 62 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 8,233.0 $345K 0.00% -669.0 -7.5% $41.90 -2.8%
1222 BXP BXP INC Real Estate 6,644.0 $345K 0.00% +2K +33.5% $51.90 +24.7%
1223 DNLI DENALI THERAPEUTICS INC Healthcare 17,882.0 $343K 0.00% -3K -12.9% $19.20 +21.4%
1224 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 17,924.0 $343K 0.00% -3K -15.9% $19.15 -5.5%
1225 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 3,728.0 $343K 0.00% -3K -42.5% $92.04 -16.4%
1226 HESM HESS MIDSTREAM LP Energy 8,825.0 $343K 0.00% NEW $38.87 -5.4%
1227 RF REGIONS FINANCIAL CORP NEW Financial Services 13,131.0 $343K 0.00% -17K -55.9% $26.12 +9.6%
1228 IMMUNITYBIO INC 44,708.0 $343K 0.00% -3K -6.6% $7.67
1229 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 8,308.0 $343K 0.00% +3K +62.3% $41.27 +50.5%
1230 TCBI TEXAS CAP BANCSHARES INC Financial Services 3,604.0 $342K 0.00% +354.0 +10.9% $94.88 +4.4%
1231 IDYA IDEAYA BIOSCIENCES INC Healthcare 10,174.0 $339K 0.00% -2K -13.0% $33.32 -6.3%
1232 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,726.0 $338K 0.00% -34K -95.2% $196.04 +8.9%
1233 ACAD ACADIA PHARMACEUTICALS INC Healthcare 15,195.0 $338K 0.00% -2K -12.9% $22.26 -2.9%
1234 HBT HBT FINL INC. Financial Services 12,581.0 $336K 0.00% -718.0 -5.4% $26.72 +13.4%
1235 XPEL XPEL INC Consumer Cyclical 7,595.0 $336K 0.00% NEW $44.26 +2.7%
1236 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 14,267.0 $336K 0.00% -2K -10.7% $23.56 +11.2%
1237 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,597.0 $336K 0.00% -10K -73.1% $93.32 +2.5%
1238 MTX MINERALS TECHNOLOGIES INC Basic Materials 4,723.0 $335K 0.00% NEW $70.92 +10.9%
1239 LH LABCORP HOLDINGS INC Healthcare 1,246.0 $332K 0.00% -16K -92.8% $266.81 -4.1%
1240 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,214.0 $332K 0.00% -3K -55.1% $150.00 -5.9%
Page 62 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%