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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 79 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 ALHC ALIGNMENT HEALTHCARE INC Healthcare 24,330.0 $481K 0.00% NEW $19.75 +11.8%
1562 BRIGHTSTAR LOTTERY PLC 31,009.0 $480K 0.00% NEW $15.48
1563 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 41,097.0 $480K 0.00% NEW $11.67 +55.9%
1564 GNL GLOBAL NET LEASE INC Real Estate 55,578.0 $478K 0.00% NEW $8.60 +6.7%
1565 ARLO ARLO TECHNOLOGIES INC Industrials 34,165.0 $478K 0.00% NEW $13.99 -6.8%
1566 LASR NLIGHT INC Technology 12,693.0 $476K 0.00% NEW $37.51 +69.6%
1567 NWN NORTHWEST NAT HLDG CO Utilities 10,185.0 $476K 0.00% NEW $46.74 +4.3%
1568 LZB LA Z BOY INC Consumer Cyclical 12,726.0 $474K 0.00% NEW $37.27 +8.7%
1569 SEMLER SCIENTIFIC INC 30,948.0 $473K 0.00% NEW $15.29
1570 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 7,550.0 $473K 0.00% NEW $62.66 +19.5%
1571 LQDA LIQUIDIA CORPORATION Healthcare 13,680.0 $472K 0.00% NEW $34.49 +100.8%
1572 ATKR ATKORE INC Industrials 7,455.0 $472K 0.00% NEW $63.25 +27.6%
1573 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 23,953.0 $471K 0.00% NEW $19.68 +46.4%
1574 NSIT INSIGHT ENTERPRISES INC Technology 5,770.0 $470K 0.00% NEW $81.47 +30.8%
1575 CIFR CIPHER MINING INC Financial Services 31,820.0 $470K 0.00% NEW $14.76 +97.6%
1576 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 39,140.0 $468K 0.00% NEW $11.95 +10.3%
1577 WULF TERAWULF INC Financial Services 40,650.0 $467K 0.00% NEW $11.49 +154.4%
1578 TRIP TRIPADVISOR INC Consumer Cyclical 31,974.0 $466K 0.00% NEW $14.56 -13.2%
1579 CNS COHEN & STEERS INC Financial Services 7,367.0 $462K 0.00% NEW $62.78 +19.1%
1580 ADUS ADDUS HOMECARE CORP Healthcare 4,291.0 $461K 0.00% NEW $107.39 -11.9%
Page 79 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%