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Portfolio (Quarterly) Guide ↗

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

· CIK 0000938076
13F Portfolio $53.4B AUM 2,063 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 182 Added 557 Reduced 69 Exited
Page 5 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NPO ENPRO INC Industrials 12,840.0 $3.2M 0.01% +10K +356.6% $250.65 +33.5%
82 S SENTINELONE INC Technology 240,553.0 $3.1M 0.01% +6K +2.6% $12.88 +15.3%
83 CHRD CHORD ENERGY CORPORATION Energy 20,758.0 $3.0M 0.01% +747.0 +3.7% $142.18 -4.8%
84 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 128,280.0 $2.9M 0.01% +104K +438.5% $22.95 +12.4%
85 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 233,994.0 $2.9M 0.01% +172K +278.8% $12.43 +30.3%
86 BORR DRILLING LTD 503,708.0 $2.9M 0.01% +438K +672.2% $5.77
87 SEM SELECT MED HLDGS CORP Healthcare 178,230.0 $2.9M 0.01% +15K +9.5% $16.29 +2.3%
88 HLX HELIX ENERGY SOLUTIONS GRP I Energy 291,502.0 $2.9M 0.01% +228K +355.5% $9.89 -1.5%
89 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 206,361.0 $2.9M 0.01% +12K +6.0% $13.85 -0.0%
90 CDE COEUR MNG INC Basic Materials 151,388.0 $2.8M 0.01% +43K +40.1% $18.77 -8.4%
91 HE HAWAIIAN ELEC INDS INC MTN B Utilities 189,801.0 $2.8M 0.01% +147K +346.0% $14.84 -9.8%
92 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 39,622.0 $2.8M 0.01% +4K +10.8% $70.51 -18.1%
93 AMKR AMKOR TECHNOLOGY INC Technology 61,578.0 $2.8M 0.01% +6K +10.8% $45.03 +83.8%
94 HLMN HILLMAN SOLUTIONS CORP Industrials 329,711.0 $2.7M 0.01% +274K +491.3% $8.32 -7.2%
95 NHC NATIONAL HEALTHCARE CORP Healthcare 16,733.0 $2.7M 0.01% +15K +887.2% $159.70 +23.8%
96 IONQ IONQ INC Technology 92,634.0 $2.7M 0.01% +4K +4.1% $28.83 +100.7%
97 KN KNOWLES CORP Technology 103,080.0 $2.6M 0.01% +21K +25.2% $25.68 +54.9%
98 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 94,040.0 $2.6M 0.01% +79K +520.0% $27.54 -13.6%
99 KRMN KARMAN HLDGS INC Industrials 31,926.0 $2.6M 0.01% +15K +85.8% $80.05 -40.2%
100 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 134,611.0 $2.5M 0.01% +9K +7.3% $18.83 +28.3%
Page 5 of 10  ·  182 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 32.3%
Financial Services 11.4%
Communication Services 10.2%
Consumer Cyclical 10.1%
Healthcare 9.9%
Industrials 9.4%
Consumer Defensive 5.2%
Energy 4.3%
Utilities 2.9%
Real Estate 2.3%