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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BROOKFIELD BUSINESS CORP 7,430.0 $235K NEW $31.64
42 KNTK KINETIK HOLDINGS INC Energy 4,840.0 $234K NEW $48.41 -6.2%
43 CMP COMPASS MINERALS INTL INC Basic Materials 9,782.0 $228K NEW $23.35 +33.1%
44 VVX V2X INC Industrials 3,248.0 $222K NEW $68.50 +27.8%
45 NWPX NWPX INFRASTRUCTURE INC Industrials 2,816.0 $219K NEW $77.86 +69.9%
46 GOLD GOLD COM INC Financial Services 5,454.0 $219K NEW $40.08 +9.1%
47 VOYG VOYAGER TECHNOLOGIES INC Industrials 9,306.0 $218K NEW $23.39 +72.3%
48 EGBN EAGLE BANCORPORATION INC Financial Services 8,742.0 $217K NEW $24.87 +12.2%
49 PURSUIT ATTRACTIONS AND HOSP 5,822.0 $213K NEW $36.63
50 SKYT SKYWATER TECHNOLOGY INC Technology 7,710.0 $211K NEW $27.41 +31.8%
51 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 5,037.0 $209K NEW $41.52 +3.5%
52 ESQ ESQUIRE FINL HLDGS INC Financial Services 1,940.0 $209K NEW $107.50 +6.2%
53 ASST STRIVE INC Communication Services 20,808.0 $208K NEW $10.02 +57.6%
54 THFF FIRST FINANCIAL CORPORATION Financial Services 3,280.0 $207K NEW $63.20 +16.7%
55 RAPP RAPPORT THERAPEUTICS INC Healthcare 6,612.0 $207K NEW $31.29 +23.0%
56 RGR STURM RUGER & CO INC Industrials 5,060.0 $203K NEW $40.09 -4.9%
57 RCAT RED CAT HLDGS INC Technology 14,588.0 $191K NEW $13.09 -16.7%
58 EOSE EOS ENERGY ENTERPRISES INC Industrials 12,008.0 $60K NEW $4.96 +37.3%
59 XEROX HOLDINGS CORP 16,387.0 $1K NEW $0.09
Page 3 of 3  ·  59 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%