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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 6 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BBIO BRIDGEBIO PHARMA INC Healthcare 33,388.0 $2.5M 0.01% +705.0 +2.2% $74.26 -10.0%
102 FIBK FIRST INTST BANCSYSTEM INC Financial Services 74,066.0 $2.5M 0.01% +50K +213.8% $33.40 +11.1%
103 AMER SPORTS INC 73,682.0 $2.4M 0.01% +5K +7.5% $32.92
104 GTLB GITLAB INC Technology 110,127.0 $2.4M 0.00% +2K +1.8% $21.64 +28.4%
105 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 64,160.0 $2.3M 0.00% +4K +6.2% $36.39 -1.4%
106 FULT FULTON FINL CORP PA Financial Services 114,400.0 $2.3M 0.00% +46K +67.0% $20.34 +14.8%
107 QS QUANTUMSCAPE CORP Consumer Cyclical 359,976.0 $2.3M 0.00% +26K +7.7% $6.38 +11.1%
108 EBC EASTERN BANKSHARES INC Financial Services 116,560.0 $2.3M 0.00% +72K +163.3% $19.56 +6.1%
109 BKU BANKUNITED INC Financial Services 50,155.0 $2.3M 0.00% +14K +37.1% $45.16 +8.4%
110 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 70,753.0 $2.2M 0.00% +25K +53.3% $31.49 +8.8%
111 ACADIAN ASSET MANAGEMENT INC 40,459.0 $2.2M 0.00% +18K +77.4% $54.42
112 SIRIUSPOINT LTD 99,485.0 $2.1M 0.00% +13K +15.1% $21.54
113 OII OCEANEERING INTL INC Energy 57,793.0 $2.0M 0.00% +13K +29.9% $35.47 +11.1%
114 GIII G III APPAREL GROUP LTD Consumer Cyclical 73,554.0 $2.0M 0.00% +62K +511.9% $27.70 +27.4%
115 CCC CCC INTELLIGENT SOLUTIONS HL Technology 324,018.0 $1.9M 0.00% +71K +27.8% $6.00 -23.3%
116 PRAXIS PRECISION MEDICINES I 5,902.0 $1.9M 0.00% +96.0 +1.6% $322.19
117 OTTR OTTER TAIL CORP Utilities 20,899.0 $1.8M 0.00% +7K +54.8% $87.77 +2.1%
118 OKLO OKLO INC Utilities 36,379.0 $1.8M 0.00% +4K +12.4% $49.59 +15.9%
119 WSFS WSFS FINL CORP Financial Services 27,101.0 $1.8M 0.00% +10K +55.7% $65.46 +13.6%
120 PBYI PUMA BIOTECHNOLOGY INC Healthcare 272,890.0 $1.7M 0.00% +246K +898.3% $6.39 +14.7%
Page 6 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%