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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 64 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 BANR BANNER CORP Financial Services 5,190.0 $315K 0.00% NEW $60.68 +6.8%
1262 SMBC SOUTHERN MO BANCORP INC Financial Services 4,907.0 $314K 0.00% NEW $63.94 +13.4%
1263 OSIS OSI SYSTEMS INC Technology 1,174.0 $312K 0.00% +165.0 +16.4% $265.51 -16.1%
1264 HUM HUMANA INC Healthcare 1,797.0 $312K 0.00% -20K -91.7% $173.39 +108.0%
1265 VRSN VERISIGN INC Technology 1,254.0 $311K 0.00% -2K -55.0% $248.36 +6.6%
1266 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,863.0 $311K 0.00% -5K -54.7% $80.56 -25.4%
1267 SMURFIT WESTROCK PLC 7,785.0 $310K 0.00% -9K -54.9% $39.85
1268 MAT MATTEL INC Consumer Cyclical 21,272.0 $309K 0.00% -157K -88.0% $14.53 -3.4%
1269 CUZ COUSINS PPTYS INC Real Estate 13,687.0 $309K 0.00% -8K -37.3% $22.57 +25.3%
1270 BURL BURLINGTON STORES INC Consumer Cyclical 945.0 $307K 0.00% -1K -54.8% $325.38 +3.6%
1271 MIDD MIDDLEBY CORP Industrials 2,317.0 $307K 0.00% -4K -63.4% $132.58 +29.9%
1272 CELC CELCUITY INC Healthcare 2,691.0 $307K 0.00% NEW $114.14 -23.1%
1273 TPG TPG INC Financial Services 7,540.0 $305K 0.00% +3K +66.0% $40.51 +3.8%
1274 HLX HELIX ENERGY SOLUTIONS GRP I Energy 30,701.0 $304K 0.00% NEW $9.89 -12.1%
1275 CF CF INDUSTRIES HOLD Basic Materials 2,325.0 $302K 0.00% -36K -93.9% $129.84 -20.7%
1276 FMBH FIRST MID BANCSHARES INC Financial Services 7,327.0 $302K 0.00% -17K -70.0% $41.19 +11.3%
1277 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 8,009.0 $302K 0.00% NEW $37.66 +12.6%
1278 MLKN MILLERKNOLL INC Consumer Cyclical 20,833.0 $301K 0.00% NEW $14.46 +14.1%
1279 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 6,978.0 $300K 0.00% -7K -50.6% $43.06 -8.5%
1280 FSLR FIRST SOLAR INC Energy 1,520.0 $300K 0.00% -2K -54.9% $197.26 +30.6%
Page 64 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%