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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 14 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 STT STATE STR CORP Financial Services 255,271.0 $32.9M 0.06% NEW $129.01 +34.4%
262 VMC VULCAN MATLS CO Basic Materials 114,847.0 $32.8M 0.06% NEW $285.22 +6.4%
263 NDAQ NASDAQ INC Financial Services 336,025.0 $32.6M 0.06% NEW $97.13 -10.7%
264 FISV FISERV INC Technology 476,383.0 $32.0M 0.06% NEW $67.17 -23.4%
265 FIX COMFORT SYS USA INC Industrials 34,043.0 $31.8M 0.06% NEW $933.29 +108.7%
266 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 386,421.0 $31.7M 0.06% NEW $82.02 -23.3%
267 PAYX PAYCHEX INC Industrials 281,522.0 $31.6M 0.06% NEW $112.18 -10.8%
268 KEYS KEYSIGHT TECHNOLOGIES INC Technology 154,722.0 $31.4M 0.06% NEW $203.19 +75.3%
269 SYY SYSCO CORP Consumer Defensive 426,015.0 $31.4M 0.06% NEW $73.69 +7.3%
270 INSM INSMED INC Healthcare 180,295.0 $31.4M 0.06% NEW $174.04 -43.3%
271 WAB WABTEC Industrials 145,988.0 $31.2M 0.06% NEW $213.45 +28.8%
272 RMD RESMED INC Healthcare 129,166.0 $31.1M 0.06% NEW $240.87 -21.3%
273 PCG PG&E CORP Utilities 1,932,840.0 $31.1M 0.06% NEW $16.07 +3.5%
274 VTR VENTAS INC Real Estate 396,346.0 $30.7M 0.05% NEW $77.38 +7.4%
275 BLOCK INC 470,500.0 $30.6M 0.05% NEW $65.09
276 ED CONSOLIDATED EDISON INC Utilities 308,314.0 $30.6M 0.05% NEW $99.32 +8.5%
277 CPRT COPART INC Industrials 781,376.0 $30.6M 0.05% NEW $39.15 -22.2%
278 FLUTTER ENTMT PLC 142,151.0 $30.6M 0.05% NEW $215.04
279 FIS FIDELITY NATL INFORMATION SV Technology 456,577.0 $30.3M 0.05% NEW $66.46 -39.1%
280 MCHP MICROCHIP TECHNOLOGY INC. Technology 475,327.0 $30.3M 0.05% NEW $63.72 +50.0%
Page 14 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%