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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 67 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 GPGI GPGI INC Industrials 15,878.0 $272K 0.00% NEW $17.10 -15.7%
1322 CHTR CHARTER COMMUNICATIONS INC Communication Services 1,254.0 $271K 0.00% -2K -57.3% $215.88 -41.5%
1323 LIBERTY MEDIA CORP DEL 3,164.0 $269K 0.00% -4K -55.0% $85.02
1324 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 15,261.0 $269K 0.00% NEW $17.62 +15.3%
1325 DYN DYNE THERAPEUTICS INC Healthcare 14,797.0 $268K 0.00% -1K -7.9% $18.13 +9.2%
1326 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 2,955.0 $267K 0.00% -4K -54.9% $90.42 -2.7%
1327 IP INTERNATIONAL PAPER CO Consumer Cyclical 7,470.0 $267K 0.00% -9K -55.0% $35.70 +3.1%
1328 VSAT VIASAT INC Technology 5,801.0 $266K 0.00% NEW $45.80 +40.0%
1329 LEN LENNAR CORP Consumer Cyclical 3,057.0 $265K 0.00% -4K -56.5% $86.84 +3.3%
1330 REZI RESIDEO TECHNOLOGIES INC Industrials 7,875.0 $265K 0.00% -5K -37.7% $33.71 -5.3%
1331 IMNM IMMUNOME INC Healthcare 12,116.0 $265K 0.00% +2K +19.5% $21.87 -14.3%
1332 ENTG ENTEGRIS INC Technology 2,260.0 $265K 0.00% -3K -54.9% $117.24 +52.5%
1333 WY WEYERHAEUSER CO Real Estate 10,811.0 $264K 0.00% -13K -54.8% $24.43 -0.5%
1334 VECO VEECO INSTRS INC DEL Technology 7,798.0 $264K 0.00% -1K -12.4% $33.86 +135.2%
1335 FIRST HAWAIIAN INC 10,701.0 $264K 0.00% -2K -12.4% $24.64
1336 LIVN LIVANOVA PLC Healthcare 4,140.0 $263K 0.00% -573.0 -12.2% $63.56 +23.5%
1337 EL LAUDER ESTEE COS INC Consumer Defensive 3,666.0 $263K 0.00% -4K -52.7% $71.77 +18.2%
1338 ESTC ELASTIC N V Technology 5,260.0 $263K 0.00% -8K -59.3% $49.99 +18.0%
1339 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 6,687.0 $261K 0.00% -10K -61.1% $38.97 +8.8%
1340 ONESTREAM INC 10,810.0 $259K 0.00% NEW $24.00
Page 67 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%