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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 3 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LIN LINDE PLC Basic Materials 408,258.0 $202.4M 0.38% -4K -0.9% $495.76 +5.6%
42 IBM INTERNATIONAL BUSINESS MACHS Technology 815,381.0 $197.6M 0.37% -8K -1.0% $242.39 +12.3%
43 MCD MCDONALDS CORP Consumer Cyclical 627,919.0 $195.2M 0.36% -7K -1.1% $310.79 -8.4%
44 T AT&T INC Communication Services 6,117,779.0 $177.4M 0.33% -152K -2.4% $28.99 -18.7%
45 C CITIGROUP INC Financial Services 1,552,066.0 $176.0M 0.33% -58K -3.6% $113.41 +23.3%
46 INTC INTEL CORP Technology 3,859,890.0 $170.3M 0.32% -26K -0.7% $44.13 +182.3%
47 KLAC KLA CORP Technology 115,187.0 $169.6M 0.32% -3K -2.6% $1472.41 -82.7%
48 NEE NEXTERA ENERGY INC Utilities 1,819,628.0 $169.0M 0.32% -14K -0.8% $92.88 -7.4%
49 MS MORGAN STANLEY Financial Services 1,014,187.0 $166.9M 0.31% -21K -2.0% $164.57 +30.1%
50 TMO THERMO FISHER SCIENTIFIC INC Healthcare 331,552.0 $163.0M 0.30% -3K -0.8% $491.53 -4.5%
51 ABT ABBOTT LABORATORIES Healthcare 1,518,272.0 $155.9M 0.29% -15K -1.0% $102.67 -14.1%
52 TXN TEXAS INSTRS INC Technology 792,339.0 $153.8M 0.29% -8K -1.0% $194.14 +53.0%
53 CRM SALESFORCE INC Technology 817,334.0 $152.6M 0.29% -10K -1.2% $186.67 -11.1%
54 DIS DISNEY WALT CO Communication Services 1,576,719.0 $152.0M 0.28% -26K -1.6% $96.38 +3.8%
55 GILD GILEAD SCIENCES INC Healthcare 1,089,033.0 $151.8M 0.28% -6K -0.6% $139.37 -9.9%
56 COP CONOCOPHILLIPS Energy 1,139,098.0 $150.4M 0.28% -24K -2.1% $132.00 -11.4%
57 AXP AMERICAN EXPRESS CO Financial Services 478,487.0 $144.7M 0.27% -5K -1.1% $302.48 +7.6%
58 ISRG INTUITIVE SURGICAL INC Healthcare 311,810.0 $143.7M 0.27% -2K -0.8% $460.99 -10.8%
59 PFE PFIZER INC Healthcare 4,984,992.0 $140.0M 0.26% -27K -0.5% $28.08 -6.7%
60 ADI ANALOG DEVICES INC Technology 428,650.0 $136.4M 0.26% -5K -1.1% $318.14 +31.3%
Page 3 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%