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Portfolio (Quarterly) Guide ↗

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

· CIK 0000938076
13F Portfolio $56.5B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2073 New
Page 104 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 CRSR CORSAIR GAMING INC Technology 10,580.0 $63K NEW $5.94 +41.9%
2062 JELD JELD-WEN HLDG INC Industrials 24,312.0 $60K NEW $2.46 -28.0%
2063 ACH OWENS & MINOR INC NEW Healthcare 21,201.0 $59K NEW $2.80 +18.9%
2064 PTLO PORTILLOS INC Consumer Cyclical 12,940.0 $59K NEW $4.54 -2.2%
2065 AGILON HEALTH INC 83,657.0 $58K NEW $0.69
2066 FLWS 1 800 FLOWERS COM INC Consumer Cyclical 14,255.0 $56K NEW $3.93 +9.9%
2067 MVIS MICROVISION INC DEL Technology 62,756.0 $52K NEW $0.83 -56.2%
2068 EP EMPIRE PETE CORP Energy 15,530.0 $47K NEW $3.04 -4.3%
2069 QSI QUANTUM SI INC Healthcare 41,282.0 $45K NEW $1.10 -13.9%
2070 LPRO OPEN LENDING CORP Financial Services 28,413.0 $44K NEW $1.55 +40.6%
2071 ASPN ASPEN AEROGELS INC Industrials 14,618.0 $41K NEW $2.83 +109.2%
2072 TMCI TREACE MED CONCEPTS INC Healthcare 12,920.0 $32K NEW $2.45 +65.7%
2073 NFE NEW FORTRESS ENERGY INC Utilities 18,650.0 $21K NEW $1.14 -55.3%
Page 104 of 104  ·  2,073 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 34.1%
Financial Services 12.2%
Consumer Cyclical 10.6%
Communication Services 10.6%
Healthcare 9.9%
Industrials 8.6%
Consumer Defensive 4.7%
Energy 3.0%
Utilities 2.5%
Real Estate 2.2%