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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 15 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IT GARTNER INC Technology 65,354.0 $10.3M 0.02% -1K -2.2% $158.34 -11.4%
282 ALGN ALIGN TECHNOLOGY INC Healthcare 60,105.0 $10.3M 0.02% -3K -4.6% $171.43 +5.1%
283 WTRG ESSENTIAL UTILS INC Utilities 253,491.0 $10.2M 0.02% -9K -3.3% $40.27 -6.9%
284 ELAN ELANCO ANIMAL HEALTH INC Healthcare 426,531.0 $10.2M 0.02% -3K -0.6% $23.93 +1.6%
285 ARMK ARAMARK Industrials 250,970.0 $10.2M 0.02% -9K -3.4% $40.54 +33.8%
286 ACM AECOM Industrials 118,969.0 $10.1M 0.02% -2K -2.0% $84.82 -15.2%
287 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 161,292.0 $10.1M 0.02% -9K -5.3% $62.42 +2.1%
288 GDDY GODADDY INC Technology 120,252.0 $9.9M 0.02% -1K -1.1% $82.67 -4.8%
289 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 47,288.0 $9.9M 0.02% -373.0 -0.8% $209.08 +12.7%
290 GNRC GENERAC HLDGS INC Industrials 49,939.0 $9.8M 0.02% -3K -6.4% $195.33 +41.8%
291 OGE OGE ENERGY CORP Utilities 202,787.0 $9.7M 0.02% -38K -15.8% $47.96 -0.7%
292 RNR RENAISSANCERE HLDGS LTD Financial Services 32,625.0 $9.7M 0.02% -1K -3.7% $297.23 +1.1%
293 BWA BORGWARNER INC Consumer Cyclical 178,353.0 $9.7M 0.02% -5K -2.9% $54.26 +32.9%
294 WBS WEBSTER FINL CORP Financial Services 138,938.0 $9.6M 0.02% -9K -6.4% $69.42 +9.5%
295 PINS PINTEREST INC Communication Services 525,192.0 $9.6M 0.02% -3K -0.5% $18.34 +12.4%
296 RL RALPH LAUREN CORP Consumer Cyclical 27,913.0 $9.6M 0.02% -2K -5.4% $343.99 +19.9%
297 CACI CACI INTL INC Technology 17,413.0 $9.5M 0.02% -1K -6.8% $543.87 -7.3%
298 MEDP MEDPACE HLDGS INC Healthcare 19,316.0 $9.3M 0.02% -413.0 -2.1% $480.19 -3.6%
299 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 162,368.0 $9.2M 0.02% -1K -0.9% $56.49 -1.4%
300 DKNG DRAFTKINGS INC NEW Consumer Cyclical 420,962.0 $9.1M 0.02% -4K -1.1% $21.62 +28.6%
Page 15 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%