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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 100 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 OFIX ORTHOFIX MED INC Healthcare 10,072.0 $116K $11.47 -18.0%
1982 UDMY UDEMY INC Consumer Defensive 24,610.0 $114K $4.62 +0.2%
1983 PLAY DAVE & BUSTERS ENTMT INC Communication Services 10,340.0 $112K $10.83 +6.6%
1984 GTN GRAY MEDIA INC Communication Services 24,556.0 $107K $4.34 -10.1%
1985 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 16,220.0 $107K $6.57 +62.4%
1986 MGTX MEIRAGTX HLDGS PLC Healthcare 12,237.0 $106K $8.66 +12.1%
1987 MBI MBIA INC Financial Services 17,901.0 $106K $5.91 +6.8%
1988 AHRT AH RLTY TR INC Financial Services 19,234.0 $106K $5.50 +22.5%
1989 QUBT QUANTUM COMPUTING INC Technology 15,333.0 $105K $6.85 +47.7%
1990 MYGN MYRIAD GENETICS INC Healthcare 23,057.0 $104K $4.50 -5.6%
1991 SITE CTRS CORP 19,207.0 $104K $5.40
1992 TWI TITAN INTL INC ILL Industrials 14,970.0 $103K $6.91 +8.7%
1993 OSUR ORASURE TECHNOLOGIES INC Healthcare 34,338.0 $103K $3.00 +44.0%
1994 KREF KKR REAL ESTATE FIN TR INC Real Estate 16,821.0 $103K $6.12 +18.3%
1995 PUBM PUBMATIC INC Technology 12,430.0 $102K $8.18 +41.6%
1996 CYRX CRYOPORT INC Industrials 12,238.0 $101K $8.28 +77.7%
1997 LILA LIBERTY LATIN AMERICA LTD Communication Services 11,524.0 $100K $8.64 -9.8%
1998 AEBI SCHMIDT HLDG AG 10,234.0 $99K $9.71
1999 REPL REPLIMUNE GROUP INC Healthcare 12,844.0 $98K $7.65 +14.8%
2000 BGS B & G FOODS INC Consumer Defensive 20,305.0 $98K $4.81 -17.9%
Page 100 of 104  ·  2,063 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%