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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 54 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 AROC ARCHROCK INC Energy 67,139.0 $1.7M 0.00% NEW $26.02 +42.1%
1062 HQY HEALTHEQUITY INC Healthcare 19,063.0 $1.7M 0.00% NEW $91.61 -7.0%
1063 TIGO MILLICOM INTL CELLULAR S A Communication Services 31,410.0 $1.7M 0.00% NEW $55.44 +52.3%
1064 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 31,506.0 $1.7M 0.00% NEW $55.09 +20.6%
1065 RLI RLI CORP Financial Services 26,915.0 $1.7M 0.00% NEW $63.98 -17.0%
1066 JOE ST JOE CO Real Estate 28,880.0 $1.7M 0.00% NEW $59.37 +11.1%
1067 PRAXIS PRECISION MEDICINES I 5,806.0 $1.7M 0.00% NEW $294.74
1068 SRPT SAREPTA THERAPEUTICS INC Healthcare 78,337.0 $1.7M 0.00% NEW $21.52 -18.5%
1069 ACIW ACI WORLDWIDE INC Technology 35,243.0 $1.7M 0.00% NEW $47.81 -7.8%
1070 SMMT SUMMIT THERAPEUTICS INC Healthcare 96,009.0 $1.7M 0.00% NEW $17.49 -21.4%
1071 PIPER SANDLER COMPANIES 4,934.0 $1.7M 0.00% NEW $339.71
1072 HUBG HUB GROUP INC Industrials 39,148.0 $1.7M 0.00% NEW $42.61 +4.1%
1073 PSN PARSONS CORP DEL Industrials 26,943.0 $1.7M 0.00% NEW $61.80 -15.5%
1074 AXSM AXSOME THERAPEUTICS INC Healthcare 9,064.0 $1.7M 0.00% NEW $182.64 +37.2%
1075 OGN ORGANON & CO Healthcare 230,427.0 $1.7M 0.00% NEW $7.17 +87.3%
1076 CMRE COSTAMARE INC Industrials 104,549.0 $1.7M 0.00% NEW $15.79 -3.8%
1077 ORA ORMAT TECHNOLOGIES INC Utilities 14,929.0 $1.6M 0.00% NEW $110.47 +15.6%
1078 QBTS D-WAVE QUANTUM INC Technology 62,968.0 $1.6M 0.00% NEW $26.15 -5.6%
1079 WEN WENDYS CO Consumer Cyclical 196,604.0 $1.6M 0.00% NEW $8.33 -18.4%
1080 BKU BANKUNITED INC Financial Services 36,594.0 $1.6M 0.00% NEW $44.57 +6.7%
Page 54 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%