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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 102 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 SANA SANA BIOTECHNOLOGY INC Healthcare 26,678.0 $77K $2.88 -6.9%
2022 GOGO GOGO INC Communication Services 18,920.0 $76K $4.02 -9.0%
2023 SVC SERVICE PPTYS TR Real Estate 54,694.0 $74K $1.35 +19.6%
2024 RC READY CAPITAL CORP Real Estate 45,736.0 $74K $1.62 +4.3%
2025 HDSN HUDSON TECHNOLOGIES INC Basic Materials 12,570.0 $74K -1K -7.9% $5.88 -1.7%
2026 EGHT 8X8 INC NEW Technology 44,108.0 $73K $1.66 +7.2%
2027 CRNC CERENCE INC Technology 11,516.0 $73K $6.31 +68.3%
2028 EVH EVOLENT HEALTH INC Healthcare 31,444.0 $72K $2.28 +110.5%
2029 COMMERCE.COM INC 26,185.0 $70K $2.67
2030 PTLO PORTILLOS INC Consumer Cyclical 12,940.0 $68K $5.29 -16.1%
2031 XPERI INC 12,170.0 $68K $5.60
2032 ALIT ALIGHT INC Technology 113,690.0 $66K $0.58 +31.1%
2033 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 20,345.0 $62K $3.07 -18.6%
2034 CMTG CLAROS MTG TR INC Real Estate 25,920.0 $62K $2.38 +6.7%
2035 BLND BLEND LABS INC Technology 36,110.0 $61K $1.70 -0.6%
2036 RPAY REPAY HLDGS CORP Technology 23,195.0 $60K $2.60 +29.6%
2037 BBBY BED BATH & BEYOND INC Consumer Cyclical 12,900.0 $60K $4.64 +26.7%
2038 BBAI BIGBEAR AI HLDGS INC Technology 17,000.0 $60K $3.52 +14.2%
2039 EOSE EOS ENERGY ENTERPRISES INC Industrials 12,008.0 $60K NEW $4.96 +22.2%
2040 OSG OCTAVE SPECIALTY GROUP INC Financial Services 12,630.0 $59K $4.65 +20.4%
Page 102 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%