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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 18 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CBOE CBOE GLOBAL MKTS INC Financial Services 92,323.0 $23.2M 0.04% NEW $251.00 +5.7%
342 HAL HALLIBURTON CO Energy 819,385.0 $23.2M 0.04% NEW $28.26 +31.6%
343 TSCO TRACTOR SUPPLY CO Consumer Cyclical 462,899.0 $23.1M 0.04% NEW $50.01 -39.6%
344 BR BROADRIDGE FINL SOLUTIONS IN Technology 103,194.0 $23.0M 0.04% NEW $223.17 -35.5%
345 ATO ATMOS ENERGY CORP Utilities 137,046.0 $23.0M 0.04% NEW $167.63 +1.2%
346 CINF CINCINNATI FINL CORP Financial Services 140,559.0 $23.0M 0.04% NEW $163.32 +5.2%
347 RF REGIONS FINANCIAL CORP NEW Financial Services 844,688.0 $22.9M 0.04% NEW $27.10 +7.0%
348 DLTR DOLLAR TREE INC Consumer Defensive 185,704.0 $22.8M 0.04% NEW $123.01 -10.0%
349 JBL JABIL INC Technology 100,084.0 $22.8M 0.04% NEW $228.02 +64.7%
350 STLD STEEL DYNAMICS INC Basic Materials 134,498.0 $22.8M 0.04% NEW $169.45 +61.9%
351 PHM PULTE GROUP INC Consumer Cyclical 192,938.0 $22.6M 0.04% NEW $117.26 +6.4%
352 PPL PPL CORP Utilities 641,230.0 $22.5M 0.04% NEW $35.02 +3.9%
353 AVB AVALONBAY CMNTYS INC Real Estate 122,956.0 $22.3M 0.04% NEW $181.31 +1.9%
354 EL LAUDER ESTEE COS INC Consumer Defensive 211,978.0 $22.2M 0.04% NEW $104.72 -16.4%
355 CNP CENTERPOINT ENERGY INC Utilities 578,915.0 $22.2M 0.04% NEW $38.34 +13.1%
356 LITE LUMENTUM HLDGS INC Technology 60,191.0 $22.2M 0.04% NEW $368.59 +137.5%
357 BIIB BIOGEN INC Healthcare 125,750.0 $22.1M 0.04% NEW $175.99 +11.1%
358 EXPAND ENERGY CORPORATION 197,814.0 $21.8M 0.04% NEW $110.36
359 IRM IRON MTN INC DEL Real Estate 262,515.0 $21.8M 0.04% NEW $82.95 +54.6%
360 TROW PRICE T ROWE GROUP INC Financial Services 210,285.0 $21.5M 0.04% NEW $102.38 +6.4%
Page 18 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%