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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 92 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 SBSI SOUTHSIDE BANCSHARES INC Financial Services 8,403.0 $255K NEW $30.39 +11.5%
1822 XNCR XENCOR INC Healthcare 16,579.0 $254K NEW $15.31 -20.3%
1823 UMH UMH PPTYS INC Real Estate 15,909.0 $253K NEW $15.91 -4.6%
1824 BOH BANK HAWAII CORP Financial Services 3,683.0 $252K NEW $68.37 +15.8%
1825 EPC EDGEWELL PERS CARE CO Consumer Defensive 14,631.0 $249K NEW $17.05 +32.8%
1826 PHR PHREESIA INC Healthcare 14,729.0 $249K NEW $16.92 -44.2%
1827 PAX PATRIA INVESTMENTS LIMITED Financial Services 15,680.0 $249K NEW $15.89 -26.9%
1828 CTBI COMMUNITY TR BANCORP INC Financial Services 4,372.0 $247K NEW $56.50 +22.0%
1829 ESRT EMPIRE ST RLTY TR INC Real Estate 37,723.0 $246K NEW $6.52 -17.8%
1830 UVE UNIVERSAL INS HLDGS INC Financial Services 7,274.0 $246K NEW $33.80 +11.5%
1831 ERII ENERGY RECOVERY INC Industrials 18,191.0 $245K NEW $13.49 -36.4%
1832 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 9,390.0 $245K NEW $26.13 +47.2%
1833 VTOL BRISTOW GROUP INC Energy 6,660.0 $244K NEW $36.62 +17.8%
1834 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 4,690.0 $243K NEW $51.91 -0.5%
1835 BLFS BIOLIFE SOLUTIONS INC Healthcare 9,992.0 $242K NEW $24.18 +9.0%
1836 MSEX MIDDLESEX WTR CO Utilities 4,791.0 $242K NEW $50.42 +4.1%
1837 DHIL DIAMOND HILL INVT GROUP INC Financial Services 1,416.0 $240K NEW $169.50 +3.2%
1838 KRNY KEARNY FINL CORP MD Financial Services 32,308.0 $239K NEW $7.41 +16.2%
1839 FBRT FRANKLIN BSP RLTY TR INC Real Estate 23,743.0 $238K NEW $10.03 -16.1%
1840 AAOI APPLIED OPTOELECTRONICS INC Technology 6,820.0 $238K NEW $34.86 +390.0%
Page 92 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%