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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 87 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 KRUS KURA SUSHI USA INC Consumer Cyclical 6,282.0 $329K 0.00% NEW $52.33 -2.9%
1722 TDOC TELADOC HEALTH INC Healthcare 46,914.0 $328K 0.00% NEW $7.00 +9.8%
1723 VC VISTEON CORP Consumer Cyclical 3,441.0 $327K 0.00% NEW $95.10 +17.2%
1724 PCT PURECYCLE TECHNOLOGIES INC Industrials 37,999.0 $326K 0.00% NEW $8.59 +0.7%
1725 RIGL RIGEL PHARMACEUTICALS INC Healthcare 7,569.0 $324K 0.00% NEW $42.83 -20.8%
1726 SD SANDRIDGE ENERGY INC Energy 22,409.0 $323K 0.00% NEW $14.43 -2.0%
1727 ARCB ARCBEST CORP Industrials 4,356.0 $323K 0.00% NEW $74.19 +108.6%
1728 NSP INSPERITY INC Industrials 8,335.0 $323K 0.00% NEW $38.72 -1.4%
1729 XPEL XPEL INC Consumer Cyclical 6,458.0 $322K 0.00% NEW $49.91 -8.9%
1730 CMB.TECH NV 33,391.0 $322K 0.00% NEW $9.65
1731 UCTT ULTRA CLEAN HLDGS INC Technology 12,698.0 $322K 0.00% NEW $25.33 +345.4%
1732 CNNE CANNAE HLDGS INC Consumer Cyclical 20,437.0 $321K 0.00% NEW $15.73 -9.8%
1733 STAA STAAR SURGICAL CO Healthcare 13,791.0 $318K 0.00% NEW $23.09 +26.1%
1734 USLM UNITED STS LIME & MINERALS I Basic Materials 2,654.0 $318K 0.00% NEW $119.74 -6.6%
1735 PMT PENNYMAC MTG INVT TR Real Estate 25,236.0 $317K 0.00% NEW $12.55 -19.2%
1736 ANIP ANI PHARMACEUTICALS INC Healthcare 3,995.0 $315K 0.00% NEW $78.94 +3.8%
1737 GABC GERMAN AMERN BANCORP INC Financial Services 8,006.0 $314K 0.00% NEW $39.18 +15.0%
1738 OBNK ORIGIN BANCORP INC Financial Services 8,330.0 $313K 0.00% NEW $37.61 -23.9%
1739 PLUG PLUG POWER INC Industrials 158,884.0 $313K 0.00% NEW $1.97 +43.7%
1740 QNST QUINSTREET INC Communication Services 21,757.0 $313K 0.00% NEW $14.37 -9.8%
Page 87 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%