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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 98 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 MTW MANITOWOC CO INC Industrials 13,373.0 $160K NEW $11.99 +3.9%
1942 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 13,870.0 $160K NEW $11.56 +42.4%
1943 APPS DIGITAL TURBINE INC Technology 32,057.0 $160K NEW $5.00 +95.2%
1944 CDZI CADIZ INC Utilities 28,430.0 $159K NEW $5.61 -28.9%
1945 GRND GRINDR INC Technology 11,740.0 $159K NEW $13.54 -14.0%
1946 QUBT QUANTUM COMPUTING INC Technology 15,333.0 $157K NEW $10.26 -3.2%
1947 SNCY SUN CTRY AIRLS HLDGS INC Industrials 10,760.0 $155K NEW $14.39 +12.4%
1948 BLMN BLOOMIN BRANDS INC Consumer Cyclical 25,031.0 $154K NEW $6.17 +34.4%
1949 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 26,179.0 $154K NEW $5.89 +45.3%
1950 SINCLAIR INC 10,053.0 $154K NEW $15.30
1951 SPT SPROUT SOCIAL INC Technology 13,601.0 $153K NEW $11.27 -35.3%
1952 OFIX ORTHOFIX MED INC Healthcare 10,072.0 $153K NEW $15.16 -38.6%
1953 TROX TRONOX HOLDINGS PLC Basic Materials 36,421.0 $152K NEW $4.17 +92.3%
1954 STGW STAGWELL INC Communication Services 30,890.0 $151K NEW $4.89 +35.6%
1955 NABL N-ABLE INC Technology 20,010.0 $150K NEW $7.48 -57.1%
1956 CLDT CHATHAM LODGING TR Real Estate 21,975.0 $150K NEW $6.81 +88.8%
1957 BV BRIGHTVIEW HLDGS INC Industrials 11,810.0 $150K NEW $12.67 +1.7%
1958 AVNS AVANOS MED INC Healthcare 13,203.0 $148K NEW $11.23 +122.3%
1959 PKST PEAKSTONE REALTY TRUST Real Estate 10,330.0 $148K NEW $14.35 +46.3%
1960 PCYO PURE CYCLE CORP Utilities 13,390.0 $147K NEW $10.99 -2.4%
Page 98 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%