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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 9 of 74  ·  1,478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CMI CUMMINS INC Industrials 69,082.0 $37.2M 0.15% -12K -14.5% $538.02 +33.2%
162 SYY SYSCO CORP Consumer Defensive 518,891.0 $37.0M 0.15% +148K +40.0% $71.33 +10.3%
163 TT TRANE TECHNOLOGIES PLC Industrials 88,414.0 $36.8M 0.15% -47K -34.8% $416.74 +16.0%
164 Q QNITY ELECTRONICS INC Technology 318,124.0 $36.7M 0.15% +5K +1.7% $115.38 +46.5%
165 CFG CITIZENS FINL GROUP INC Financial Services 609,786.0 $36.6M 0.15% +595K +4168.1% $59.97 +11.9%
166 FCX FREEPORT MCMORAN INC Basic Materials 617,254.0 $36.3M 0.15% +359K +138.9% $58.78 +16.8%
167 GILD GILEAD SCIENCES INC Healthcare 257,022.0 $35.8M 0.15% -42K -14.2% $139.37 -11.2%
168 UNP UNION PAC CORP Industrials 147,283.0 $35.7M 0.15% -25K -14.4% $242.62 +5.9%
169 EOG EOG RES INC Energy 244,225.0 $35.3M 0.15% +118K +92.9% $144.57 -10.1%
170 PNC PNC FINL SVCS GROUP INC Financial Services 168,545.0 $35.1M 0.15% +80K +90.8% $208.09 +11.5%
171 CB CHUBB LTD SWITZ Financial Services 107,399.0 $35.0M 0.15% +24K +28.9% $325.93 -0.8%
172 AME AMETEK INC Industrials 162,258.0 $34.8M 0.14% -48K -22.6% $214.36 +10.8%
173 OTIS OTIS WORLDWIDE CORP Industrials 448,353.0 $34.6M 0.14% +309K +221.3% $77.08 -4.9%
174 COP CONOCOPHILLIPS Energy 260,635.0 $34.4M 0.14% -29K -9.9% $132.00 -18.4%
175 LNG CHENIERE ENERGY INC Energy 121,059.0 $34.4M 0.14% -23K -15.8% $283.76 -20.0%
176 MRSH MARSH & MCLENNAN COS INC Financial Services 197,967.0 $34.3M 0.14% $173.45 -6.4%
177 CASY CASEYS GEN STORES INC Consumer Cyclical 47,029.0 $34.2M 0.14% -76K -61.8% $727.86 +15.7%
178 NEE NEXTERA ENERGY INC Utilities 366,769.0 $34.1M 0.14% -4K -1.0% $92.88 -6.6%
179 VEEV VEEVA SYS INC Healthcare 192,589.0 $33.8M 0.14% -98K -33.6% $175.66 -12.7%
180 FDX FEDEX CORP Industrials 92,729.0 $33.0M 0.14% +52K +129.9% $356.18 -8.4%
Page 9 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%