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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 9 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DNTH DIANTHUS THERAPEUTICS INC Healthcare 8,591.0 $721K 0.00% +2K +24.5% $83.92 -6.0%
162 SYRE SPYRE THERAPEUTICS INC Healthcare 13,905.0 $701K 0.00% +5K +54.0% $50.44 +65.4%
163 ANDE ANDERSONS INC Consumer Defensive 9,235.0 $663K 0.00% +153.0 +1.7% $71.78 -3.6%
164 MTW MANITOWOC CO INC Industrials 54,738.0 $638K 0.00% +41K +309.3% $11.65 +10.1%
165 MSGE SPHERE ENTERTAINMENT CO Communication Services 5,405.0 $635K 0.00% +569.0 +11.8% $117.40 -35.8%
166 MTRN MATERION CORP Basic Materials 4,269.0 $618K 0.00% +2K +93.4% $144.65 +77.3%
167 CORZ CORE SCIENTIFIC INC NEW Technology 40,269.0 $602K 0.00% +15K +57.9% $14.96 +87.7%
168 VERA VERA THERAPEUTICS INC Healthcare 14,395.0 $579K 0.00% +2K +21.0% $40.23 -14.9%
169 KOD KODIAK SCIENCES INC Healthcare 15,103.0 $576K 0.00% +5K +55.3% $38.12 -13.6%
170 WDFC WD 40 CO Basic Materials 2,711.0 $553K 0.00% +132.0 +5.1% $203.94 +11.0%
171 MZTI MARZETTI COMPANY Consumer Defensive 3,798.0 $525K 0.00% +2K +77.3% $138.33 -21.3%
172 TNGX TANGO THERAPEUTICS INC Healthcare 21,051.0 $440K 0.00% +8K +64.7% $20.92 +53.7%
173 DYN DYNE THERAPEUTICS INC Healthcare 24,023.0 $436K 0.00% +3K +16.6% $18.13 -0.3%
174 TE T1 ENERGY INC Industrials 75,626.0 $332K 0.00% +8K +12.6% $4.39 +96.6%
175 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 15,388.0 $305K 0.00% +12K +300.0% $19.82 +14.6%
176 MRTN MARTEN TRANS LTD Industrials 22,314.0 $293K 0.00% +6K +33.6% $13.13 +32.4%
177 SNCY SUN CTRY AIRLS HLDGS INC Industrials 17,695.0 $292K 0.00% +7K +64.5% $16.52 -2.1%
178 IMMUNITYBIO INC 37,521.0 $288K 0.00% +3K +9.0% $7.67
179 INOD INNODATA INC Technology 7,258.0 $280K 0.00% +1K +21.9% $38.62 +178.1%
180 SAIL SAILPOINT INC Technology 21,079.0 $279K 0.00% +3K +17.9% $13.24 +6.4%
Page 9 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%