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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 20 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 183,949.0 $4.9M 0.01% -5K -2.6% $26.43 +10.9%
382 LBRDK LIBERTY BROADBAND CORP Communication Services 95,320.0 $4.8M 0.01% -1K -1.5% $50.30 -34.0%
383 AGO ASSURED GUARANTY LTD Financial Services 58,258.0 $4.7M 0.01% -5K -8.2% $81.48 -5.0%
384 BROWN FORMAN CORP 177,327.0 $4.7M 0.01% -15K -7.7% $26.44
385 SLM SLM CORP Financial Services 214,741.0 $4.6M 0.01% -12K -5.3% $21.41 +4.9%
386 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 90,364.0 $4.6M 0.01% -1K -1.5% $50.80 +3.3%
387 ALKS ALKERMES PLC Healthcare 129,436.0 $4.6M 0.01% -2K -1.7% $35.36 +24.7%
388 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 117,230.0 $4.6M 0.01% -679.0 -0.6% $38.97 +9.0%
389 LOPE GRAND CANYON ED INC Consumer Defensive 26,805.0 $4.6M 0.01% -4K -12.0% $170.03 -15.1%
390 SIRI SIRIUSXM HOLDINGS INC Communication Services 197,409.0 $4.6M 0.01% -7K -3.2% $23.08 +20.7%
391 FN FABRINET Technology 8,695.0 $4.5M 0.01% -440.0 -4.8% $521.52 +12.8%
392 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 100,909.0 $4.5M 0.01% -9K -7.8% $44.84 +10.5%
393 MGY MAGNOLIA OIL & GAS CORP Energy 141,911.0 $4.5M 0.01% -10K -6.7% $31.57 -14.1%
394 VLYPN VALLEY NATL BANCORP Financial Services 364,462.0 $4.5M 0.01% -24K -6.2% $12.28 +109.8%
395 BIO BIO RAD LABS INC Healthcare 16,003.0 $4.5M 0.01% -3K -14.1% $278.75 +4.0%
396 ETSY INC 88,889.0 $4.4M 0.01% -7K -7.4% $49.98
397 AVTR AVANTOR INC Healthcare 563,860.0 $4.4M 0.01% -4K -0.8% $7.84 +22.1%
398 CHE CHEMED CORP NEW Healthcare 11,652.0 $4.4M 0.01% -578.0 -4.7% $377.74 +14.9%
399 LYFT LYFT INC Technology 330,524.0 $4.4M 0.01% -11K -3.2% $13.30 +7.4%
400 AN AUTONATION INC Consumer Cyclical 22,023.0 $4.3M 0.01% -3K -10.6% $195.26 +0.3%
Page 20 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%