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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 16 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RKLB ROCKET LAB CORP Industrials 407,499.0 $26.2M 0.05% +57K +16.3% $64.22 +68.1%
302 TPR TAPESTRY INC Consumer Cyclical 184,915.0 $26.1M 0.05% -15K -7.7% $141.11 +3.4%
303 CPRT COPART INC Industrials 781,376.0 $25.9M 0.05% $33.20 -11.1%
304 PAYX PAYCHEX INC Industrials 281,522.0 $25.9M 0.05% $92.12 +5.9%
305 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 384,325.0 $25.8M 0.05% $67.07 +41.8%
306 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 419,410.0 $25.7M 0.05% $61.35 -20.4%
307 CBOE CBOE GLOBAL MKTS INC Financial Services 91,450.0 $25.7M 0.05% -873.0 -0.9% $281.07 -9.4%
308 TPL TEXAS PACIFIC LAND CORPORATI Energy 53,940.0 $25.6M 0.05% -2K -4.3% $474.56 -25.3%
309 PRU PRUDENTIAL FINL INC Financial Services 261,423.0 $25.5M 0.05% $97.69 +9.5%
310 ATO ATMOS ENERGY CORP Utilities 137,046.0 $25.3M 0.05% $184.72 -8.2%
311 JBL JABIL INC Technology 94,834.0 $25.2M 0.05% -5K -5.2% $265.63 +41.2%
312 EIX EDISON INTL Utilities 343,350.0 $25.1M 0.05% $73.18 -3.1%
313 IQVIA HLDGS INC 146,928.0 $25.1M 0.05% $170.54
314 XYL XYLEM INC Industrials 209,089.0 $25.0M 0.05% $119.50 -6.3%
315 CNP CENTERPOINT ENERGY INC Utilities 578,915.0 $25.0M 0.05% $43.16 -1.2%
316 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 85,545.0 $24.9M 0.05% -965.0 -1.1% $290.70 -10.7%
317 UAL UNITED AIRLS HLDGS INC Industrials 268,384.0 $24.7M 0.05% -2K -0.7% $92.07 +25.8%
318 WAT WATERS CORP Healthcare 82,948.0 $24.7M 0.05% +31K +60.4% $297.80 +21.1%
319 NTRS NORTHERN TR CORP Financial Services 175,579.0 $24.5M 0.05% -4K -2.1% $139.57 +25.3%
320 PPL PPL CORP Utilities 641,230.0 $24.5M 0.05% $38.20 -7.5%
Page 16 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%