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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 14 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 COOPER COS INC 172,309.0 $12.3M 0.02% -6K -3.4% $71.50
262 REGCO REGENCY CTRS CORP Real Estate 161,351.0 $12.2M 0.02% -3K -1.6% $75.66 -70.1%
263 SCCO SOUTHERN COPPER CORP Basic Materials 70,025.0 $12.0M 0.02% -792.0 -1.1% $172.06 +16.4%
264 HUBS HUBSPOT INC Technology 48,124.0 $11.7M 0.02% -427.0 -0.9% $244.10 -25.1%
265 TW TRADEWEB MKTS INC Financial Services 99,474.0 $11.7M 0.02% -910.0 -0.9% $117.66 -14.7%
266 EXEL EXELIXIS INC Healthcare 270,598.0 $11.6M 0.02% -8K -2.7% $42.89 +21.2%
267 BBY BEST BUY INC Consumer Cyclical 179,513.0 $11.5M 0.02% -2K -1.0% $64.20 +16.4%
268 AVY AVERY DENNISON CORP Industrials 66,216.0 $11.4M 0.02% -3K -4.2% $172.68 -5.9%
269 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 85,923.0 $11.3M 0.02% -968.0 -1.1% $131.74 +19.9%
270 CLX CLOROX CO DEL Consumer Defensive 108,278.0 $11.2M 0.02% -3K -2.6% $103.63 -5.8%
271 FIVE FIVE BELOW INC Consumer Cyclical 48,350.0 $11.0M 0.02% -1K -2.7% $228.48 -15.0%
272 JLL JONES LANG LASALLE INC Real Estate 36,240.0 $11.0M 0.02% -6K -13.4% $304.32 +2.4%
273 PEN PENUMBRA INC Healthcare 33,465.0 $11.0M 0.02% -2K -5.1% $328.37 -3.2%
274 TOL TOLL BROTHERS INC Consumer Cyclical 80,304.0 $11.0M 0.02% -5K -5.3% $136.47 +15.7%
275 EVR EVERCORE INC Financial Services 36,343.0 $10.8M 0.02% -325.0 -0.9% $298.51 +27.3%
276 DPZ DOMINOS PIZZA INC Consumer Cyclical 30,115.0 $10.8M 0.02% -581.0 -1.9% $358.79 -10.6%
277 ROKU ROKU INC Communication Services 113,988.0 $10.8M 0.02% -914.0 -0.8% $94.62 +47.0%
278 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 703,467.0 $10.6M 0.02% -12K -1.6% $15.05 +8.1%
279 RRX REGAL REXNORD CORPORATION Industrials 56,469.0 $10.6M 0.02% -2K -2.8% $187.26 +20.4%
280 SMCI SUPER MICRO COMPUTER INC Technology 459,173.0 $10.5M 0.02% -3K -0.7% $22.77 +29.8%
Page 14 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%