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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 8 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LXU LSB INDS INC Basic Materials 76,164.0 $1.1M 0.00% +60K +385.4% $14.90 -18.1%
142 PLUS EPLUS INC Technology 14,431.0 $1.1M 0.00% +7K +92.3% $75.25 +10.6%
143 COMP COMPASS INC Technology 148,458.0 $1.1M 0.00% +63K +74.1% $7.31 +17.5%
144 TERN TERNS PHARMACEUTICALS INC Healthcare 20,516.0 $1.1M 0.00% +4K +22.8% $52.72 +0.4%
145 QBTS D-WAVE QUANTUM INC Technology 74,825.0 $1.1M 0.00% +12K +18.8% $14.43 +62.0%
146 JBT MAREL CORPORATION 8,354.0 $1.1M 0.00% +664.0 +8.6% $127.87
147 COGT COGENT BIOSCIENCES INC Healthcare 27,707.0 $1.1M 0.00% +5K +19.7% $38.49 -14.0%
148 CRWV COREWEAVE INC Technology 13,327.0 $1.0M 0.00% +4K +36.5% $77.47 +29.8%
149 CRSP CRISPR THERAPEUTICS AG Healthcare 21,519.0 $1.0M 0.00% +158.0 +0.7% $47.57 +4.7%
150 APLE APPLE HOSPITALITY REIT INC Real Estate 84,432.0 $972K 0.00% +2K +2.2% $11.51 +40.9%
151 HUT 8 CORP 20,699.0 $971K 0.00% +4K +20.4% $46.91
152 SRRK SCHOLAR ROCK HLDG CORP Healthcare 19,747.0 $971K 0.00% +5K +29.8% $49.16 -10.1%
153 LMND LEMONADE INC Financial Services 15,113.0 $947K 0.00% +597.0 +4.1% $62.68 -8.3%
154 VSEC VSE CORP Industrials 5,128.0 $946K 0.00% +948.0 +22.7% $184.40 +4.8%
155 CGON CG ONCOLOGY INC Healthcare 12,882.0 $872K 0.00% +4K +40.2% $67.68 -12.0%
156 CSGS CSG SYS INTL INC Technology 10,697.0 $855K 0.00% +1K +16.2% $79.94 +0.9%
157 WULF TERAWULF INC Financial Services 55,806.0 $805K 0.00% +15K +37.3% $14.43 +75.7%
158 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 21,518.0 $782K 0.00% +3K +16.9% $36.32 -5.1%
159 LINE LINEAGE INC Real Estate 23,464.0 $769K 0.00% +802.0 +3.5% $32.76 +35.6%
160 CIFR CIPHER DIGITAL INC Financial Services 59,576.0 $767K 0.00% +28K +87.2% $12.87 +90.4%
Page 8 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%