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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 7 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CBRE CBRE GROUP INC Real Estate 324,282.0 $43.9M 0.18% +62K +23.5% $135.46 -2.9%
122 CL COLGATE PALMOLIVE CO Consumer Defensive 510,841.0 $43.5M 0.18% +41K +8.8% $85.23 +5.0%
123 EME EMCOR GROUP INC Industrials 58,903.0 $43.5M 0.18% -7K -10.7% $738.31 +13.3%
124 HCA HCA HEALTHCARE INC Healthcare 91,633.0 $43.4M 0.18% +8K +9.8% $473.24 -20.7%
125 TRV TRAVELERS COMPANIES INC Financial Services 148,385.0 $43.3M 0.18% +49K +48.8% $291.68 +5.5%
126 ADSK AUTODESK INC Technology 180,711.0 $43.3M 0.18% -191K -51.4% $239.40 -19.0%
127 MS MORGAN STANLEY Financial Services 262,877.0 $43.3M 0.18% -38K -12.8% $164.57 +35.6%
128 MSI MOTOROLA SOLUTIONS INC Technology 98,968.0 $42.9M 0.18% -36K -26.9% $433.97 -8.9%
129 HIG HARTFORD INSURANCE GROUP INC Financial Services 316,490.0 $42.8M 0.18% -14K -4.4% $135.23 -5.2%
130 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 462,694.0 $42.7M 0.18% +48K +11.5% $92.31 -5.9%
131 BLK BLACKROCK INC Financial Services 44,172.0 $42.5M 0.18% NEW $961.71 +9.2%
132 GRMN GARMIN LTD Technology 180,449.0 $41.9M 0.17% +31K +20.4% $232.01 +0.9%
133 EXPE EXPEDIA GROUP INC Consumer Cyclical 180,739.0 $41.7M 0.17% +18K +11.0% $230.89 +4.3%
134 NRG NRG ENERGY INC Utilities 284,967.0 $41.6M 0.17% +9K +3.2% $146.14 -7.6%
135 ITW ILLINOIS TOOL WKS INC Industrials 159,484.0 $41.5M 0.17% $260.29 +1.5%
136 CVS CVS HEALTH CORP Healthcare 576,651.0 $41.4M 0.17% -39K -6.4% $71.82 +36.9%
137 PFE PFIZER INC Healthcare 1,469,652.0 $41.3M 0.17% -1.0M -41.4% $28.08 -10.2%
138 PH PARKER-HANNIFIN CORP Industrials 45,854.0 $41.1M 0.17% -11K -19.9% $895.24 +6.5%
139 KR KROGER CO Consumer Defensive 564,312.0 $40.8M 0.17% +132K +30.4% $72.36 -21.8%
140 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 450,593.0 $40.6M 0.17% -18K -3.8% $90.11 +21.6%
Page 7 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%