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Portfolio (Quarterly) Guide ↗

STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM

· CIK 0000938076
13F Portfolio $56.5B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2073 New
Page 13 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EBAY EBAY INC. Consumer Cyclical 431,637.0 $37.6M 0.07% NEW $87.10 +25.5%
242 CARR CARRIER GLOBAL CORPORATION Industrials 707,667.0 $37.4M 0.07% NEW $52.84 +34.7%
243 DDOG DATADOG INC Technology 273,101.0 $37.1M 0.07% NEW $135.99 +69.9%
244 FICO FAIR ISAAC CORP Technology 21,840.0 $36.9M 0.07% NEW $1690.62 -29.8%
245 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 457,001.0 $36.7M 0.07% NEW $80.30 +0.7%
246 DHI D R HORTON INC Consumer Cyclical 252,782.0 $36.4M 0.06% NEW $144.03 +8.5%
247 MSTR STRATEGY INC Technology 236,780.0 $36.0M 0.06% NEW $151.95 -19.2%
248 PSA PUBLIC STORAGE OPER CO Real Estate 138,585.0 $36.0M 0.06% NEW $259.50 +23.4%
249 NUE NUCOR CORP Basic Materials 218,849.0 $35.7M 0.06% NEW $163.11 +58.8%
250 HIG HARTFORD INSURANCE GROUP INC Financial Services 254,023.0 $35.0M 0.06% NEW $137.80 -4.9%
251 CCI CROWN CASTLE INC Real Estate 393,663.0 $35.0M 0.06% NEW $88.87 -0.8%
252 ENTERGY CORP NEW 377,730.0 $34.9M 0.06% NEW $92.43
253 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 419,410.0 $34.8M 0.06% NEW $83.00 -38.5%
254 TRGP TARGA RES CORP Energy 188,323.0 $34.7M 0.06% NEW $184.50 +40.7%
255 MLM MARTIN MARIETTA MATLS INC Basic Materials 55,344.0 $34.5M 0.06% NEW $622.66 -3.1%
256 DELL DELL TECHNOLOGIES INC Technology 272,769.0 $34.3M 0.06% NEW $125.88 +221.0%
257 KR KROGER CO Consumer Defensive 538,957.0 $33.7M 0.06% NEW $62.48 +2.6%
258 ANGLOGOLD ASHANTI PLC 390,775.0 $33.3M 0.06% NEW $85.28
259 IQVIA HLDGS INC 146,928.0 $33.1M 0.06% NEW $225.41
260 A AGILENT TECHNOLOGIES INC Healthcare 242,235.0 $33.0M 0.06% NEW $136.07 -5.7%
Page 13 of 104  ·  2,073 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 34.1%
Financial Services 12.2%
Consumer Cyclical 10.6%
Communication Services 10.6%
Healthcare 9.9%
Industrials 8.6%
Consumer Defensive 4.7%
Energy 3.0%
Utilities 2.5%
Real Estate 2.2%