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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 9 of 28  ·  557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AIG AMERICAN INTL GROUP INC Financial Services 498,171.0 $37.5M 0.07% -42K -7.8% $75.25 -0.1%
162 EBAY EBAY INC. Consumer Cyclical 410,168.0 $37.3M 0.07% -21K -5.0% $91.02 +20.1%
163 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 112,718.0 $37.3M 0.07% -2K -1.6% $330.87 -14.8%
164 AMP AMERIPRISE FINL INC Financial Services 81,808.0 $36.4M 0.07% -3K -3.5% $444.40 +6.1%
165 ROK ROCKWELL AUTOMATION INC Industrials 99,274.0 $35.6M 0.07% -1K -1.4% $358.88 +29.9%
166 NUE NUCOR CORP Basic Materials 210,462.0 $35.6M 0.07% -8K -3.8% $169.10 +53.2%
167 MSCI MSCI INC Financial Services 65,911.0 $35.5M 0.07% -3K -4.2% $539.01 +12.8%
168 ED CONSOLIDATED EDISON INC Utilities 306,343.0 $34.7M 0.07% -2K -0.6% $113.18 -4.2%
169 MET METLIFE INC Financial Services 487,629.0 $34.5M 0.07% -2K -0.5% $70.72 +23.6%
170 DHI D R HORTON INC Consumer Cyclical 237,965.0 $32.7M 0.06% -15K -5.9% $137.22 +13.9%
171 ODFL OLD DOMINION FREIGHT LINE IN Industrials 166,157.0 $32.5M 0.06% -6K -3.7% $195.40 +18.5%
172 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 444,084.0 $32.3M 0.06% -9K -1.9% $72.69 +7.3%
173 MLM MARTIN MARIETTA MATLS INC Basic Materials 53,918.0 $31.7M 0.06% -1K -2.6% $588.68 +2.5%
174 CCI CROWN CASTLE INC Real Estate 386,404.0 $31.4M 0.06% -7K -1.8% $81.31 +8.4%
175 MCHP MICROCHIP TECHNOLOGY INC. Technology 470,958.0 $30.4M 0.06% -4K -0.9% $64.61 +48.0%
176 RMD RESMED INC Healthcare 127,657.0 $28.7M 0.05% -2K -1.2% $224.48 -13.6%
177 DOW DOW HLDGS INC Basic Materials 670,314.0 $27.9M 0.05% -5K -0.8% $41.65 -20.9%
178 KMB KIMBERLY-CLARK CORP Consumer Defensive 288,178.0 $27.8M 0.05% -7K -2.4% $96.47 +8.1%
179 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,150,662.0 $27.4M 0.05% -9K -0.8% $23.81 +103.2%
180 NRG NRG ENERGY INC Utilities 180,002.0 $26.3M 0.05% -4K -2.2% $146.14 -9.6%
Page 9 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%