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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 13 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AIG AMERICAN INTL GROUP INC Financial Services 498,171.0 $37.5M 0.07% -42K -7.8% $75.25 -0.6%
242 CVNA CARVANA CO Consumer Cyclical 118,795.0 $37.3M 0.07% +693.0 +0.6% $314.38 -80.0%
243 EBAY EBAY INC. Consumer Cyclical 410,168.0 $37.3M 0.07% -21K -5.0% $91.02 +18.5%
244 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 112,718.0 $37.3M 0.07% -2K -1.6% $330.87 -14.6%
245 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 457,001.0 $37.0M 0.07% $80.95 -1.9%
246 WAB WABTEC Industrials 145,719.0 $36.4M 0.07% $249.91 +8.8%
247 AMP AMERIPRISE FINL INC Financial Services 81,808.0 $36.4M 0.07% -3K -3.5% $444.40 +6.2%
248 DAL DELTA AIR LINES INC Industrials 543,378.0 $36.1M 0.07% $66.48 +23.7%
249 ROK ROCKWELL AUTOMATION INC Industrials 99,274.0 $35.6M 0.07% -1K -1.4% $358.88 +27.8%
250 NUE NUCOR CORP Basic Materials 210,462.0 $35.6M 0.07% -8K -3.8% $169.10 +49.4%
251 MSCI MSCI INC Financial Services 65,911.0 $35.5M 0.07% -3K -4.2% $539.01 +10.7%
252 CBRE CBRE GROUP INC Real Estate 260,199.0 $35.2M 0.07% $135.46 -3.4%
253 EQT EQT CORP Energy 548,751.0 $34.9M 0.07% $63.64 -19.7%
254 ED CONSOLIDATED EDISON INC Utilities 306,343.0 $34.7M 0.07% -2K -0.6% $113.18 -5.4%
255 MET METLIFE INC Financial Services 487,629.0 $34.5M 0.07% -2K -0.5% $70.72 +21.4%
256 HIG HARTFORD INSURANCE GROUP INC Financial Services 253,631.0 $34.3M 0.06% $135.23 -4.1%
257 PCG PG&E CORP Utilities 1,932,840.0 $34.0M 0.06% $17.57 -6.4%
258 ROP ROPER TECHNOLOGIES INC Industrials 95,468.0 $33.8M 0.06% +794.0 +0.8% $353.86 -6.8%
259 COIN COINBASE GLOBAL INC Financial Services 193,387.0 $33.8M 0.06% $174.61 -5.6%
260 FANG DIAMONDBACK ENERGY INC Energy 167,862.0 $33.2M 0.06% $197.79 -6.2%
Page 13 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%