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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 8 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MMM 3M CO Industrials 278,625.0 $40.5M 0.17% -82K -22.8% $145.23 +10.6%
142 CPT CAMDEN PPTY TR Real Estate 413,492.0 $40.4M 0.17% +146K +54.4% $97.66 +11.6%
143 UDR UDR INC Real Estate 1,195,377.0 $40.4M 0.17% +426K +55.4% $33.78 +11.2%
144 TER TERADYNE INC Technology 136,169.0 $40.4M 0.17% +98K +256.6% $296.46 +47.7%
145 IRM IRON MTN INC DEL Real Estate 394,701.0 $40.3M 0.17% +61K +18.2% $102.14 +25.2%
146 TPR TAPESTRY INC Consumer Cyclical 285,284.0 $40.3M 0.17% +29K +11.4% $141.11 +1.7%
147 LVS LAS VEGAS SANDS CORP Consumer Cyclical 742,989.0 $40.0M 0.17% +388K +109.1% $53.88 -9.6%
148 TMUS T-MOBILE US INC Communication Services 189,308.0 $39.8M 0.17% -94K -33.1% $210.03 -13.5%
149 LOW LOWES COS INC Consumer Cyclical 168,084.0 $39.7M 0.17% -16K -8.8% $236.28 -6.0%
150 IDXX IDEXX LABS INC Healthcare 70,369.0 $39.5M 0.17% +5K +7.0% $561.89 +0.0%
151 AMGN AMGEN INC Healthcare 112,240.0 $39.5M 0.17% -16K -12.7% $351.85 -4.1%
152 NVR NVR INC Consumer Cyclical 5,981.0 $39.4M 0.16% +520.0 +9.5% $6589.83 -1.5%
153 IONS IONIS PHARMACEUTICALS INC Healthcare 523,932.0 $39.3M 0.16% +101K +23.9% $75.09 -1.3%
154 ALLE ALLEGION PLC Industrials 269,719.0 $39.2M 0.16% +68K +33.6% $145.29 -8.1%
155 BBB FOODS INC 1,100,495.0 $38.9M 0.16% $35.37
156 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 509,138.0 $38.8M 0.16% +51K +11.0% $76.16 +12.4%
157 CINF CINCINNATI FINL CORP Financial Services 244,166.0 $38.4M 0.16% +6K +2.6% $157.35 +8.2%
158 DUK DUKE ENERGY CORP NEW Utilities 292,328.0 $38.3M 0.16% +81K +38.1% $130.94 -5.4%
159 KEYS KEYSIGHT TECHNOLOGIES INC Technology 134,861.0 $38.1M 0.16% +112K +491.8% $282.37 +28.8%
160 DELL DELL TECHNOLOGIES INC Technology 228,745.0 $37.5M 0.16% +123K +115.4% $164.13 +149.5%
Page 8 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%