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Portfolio (Quarterly) Guide ↗

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

· CIK 0000938076
13F Portfolio $53.4B AUM 2,063 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 182 Added 557 Reduced 69 Exited
Page 10 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TPR TAPESTRY INC Consumer Cyclical 184,915.0 $26.1M 0.05% -15K -7.7% $141.11 +5.9%
182 CBOE CBOE GLOBAL MKTS INC Financial Services 91,450.0 $25.7M 0.05% -873.0 -0.9% $281.07 -5.6%
183 TPL TEXAS PACIFIC LAND CORPORATI Energy 53,940.0 $25.6M 0.05% -2K -4.3% $474.56 -24.9%
184 JBL JABIL INC Technology 94,834.0 $25.2M 0.05% -5K -5.2% $265.63 +41.4%
185 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 85,545.0 $24.9M 0.05% -965.0 -1.1% $290.70 -11.3%
186 UAL UNITED AIRLS HLDGS INC Industrials 268,384.0 $24.7M 0.05% -2K -0.7% $92.07 +28.7%
187 NTRS NORTHERN TR CORP Financial Services 175,579.0 $24.5M 0.05% -4K -2.1% $139.57 +25.3%
188 CFG CITIZENS FINL GROUP INC Financial Services 407,047.0 $24.4M 0.05% -8K -1.9% $59.97 +12.2%
189 TDY TELEDYNE TECHNOLOGIES INC Technology 40,302.0 $24.4M 0.05% -212.0 -0.5% $605.01 +4.1%
190 MTB M & T BK CORP Financial Services 115,924.0 $24.0M 0.04% -6K -4.9% $206.72 +10.5%
191 EXR EXTRA SPACE STORAGE INC Real Estate 182,045.0 $23.9M 0.04% -4K -2.3% $131.13 +11.6%
192 EXPE EXPEDIA GROUP INC Consumer Cyclical 103,200.0 $23.8M 0.04% -2K -1.7% $230.89 +5.5%
193 STLD STEEL DYNAMICS INC Basic Materials 131,546.0 $23.7M 0.04% -3K -2.2% $180.00 +52.4%
194 AWK AMERICAN WTR WKS CO INC NEW Utilities 171,706.0 $23.4M 0.04% -10K -5.6% $136.09 -5.6%
195 SYF SYNCHRONY FINANCIAL Financial Services 341,792.0 $23.2M 0.04% -14K -3.9% $68.02 +10.7%
196 MTD METTLER TOLEDO INTERNATIONAL Healthcare 18,422.0 $23.2M 0.04% -2K -10.0% $1261.20 -8.7%
197 DG DOLLAR GEN CORP Consumer Defensive 195,242.0 $23.2M 0.04% -6K -3.0% $118.73 -4.2%
198 NTRA NATERA INC Healthcare 114,729.0 $22.9M 0.04% -945.0 -0.8% $199.99 +10.1%
199 ON ON SEMICONDUCTOR CORP Technology 370,216.0 $22.9M 0.04% -7K -1.9% $61.92 +91.0%
200 BIIB BIOGEN INC Healthcare 124,212.0 $22.8M 0.04% -2K -1.2% $183.33 +6.7%
Page 10 of 28  ·  557 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 32.3%
Financial Services 11.4%
Communication Services 10.2%
Consumer Cyclical 10.1%
Healthcare 9.9%
Industrials 9.4%
Consumer Defensive 5.2%
Energy 4.3%
Utilities 2.9%
Real Estate 2.3%