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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 18 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 DOV DOVER CORP Industrials 110,064.0 $22.9M 0.04% $208.45 +5.9%
342 ON ON SEMICONDUCTOR CORP Technology 370,216.0 $22.9M 0.04% -7K -1.9% $61.92 +82.4%
343 VICI VICI PPTYS INC Real Estate 838,022.0 $22.9M 0.04% $27.32 +2.5%
344 BIIB BIOGEN INC Healthcare 124,212.0 $22.8M 0.04% -2K -1.2% $183.33 +8.4%
345 HUBB HUBBELL INC Industrials 46,249.0 $22.7M 0.04% $490.74 +3.7%
346 FICO FAIR ISAAC CORP Technology 21,156.0 $22.6M 0.04% -684.0 -3.1% $1067.54 +5.6%
347 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 38,035.0 $22.6M 0.04% -3K -7.9% $592.98 -7.0%
348 Q QNITY ELECTRONICS INC Technology 195,160.0 $22.5M 0.04% -9K -4.4% $115.38 +35.8%
349 CW CURTISS WRIGHT CORP Industrials 32,768.0 $22.3M 0.04% +2K +5.0% $681.12 +14.1%
350 DXCM DEXCOM INC Healthcare 353,276.0 $22.2M 0.04% $62.80 +13.4%
351 FTAI AVIATION LTD 90,395.0 $22.1M 0.04% +5K +5.9% $245.00
352 CINF CINCINNATI FINL CORP Financial Services 140,559.0 $22.1M 0.04% $157.35 +9.0%
353 RF REGIONS FINANCIAL CORP NEW Financial Services 844,688.0 $22.1M 0.04% $26.12 +9.7%
354 ES EVERSOURCE ENERGY Utilities 315,322.0 $21.8M 0.04% $69.28 -0.3%
355 EXPAND ENERGY CORPORATION 197,814.0 $21.7M 0.04% $109.78
356 LPLA LPL FINL HLDGS INC Financial Services 71,944.0 $21.6M 0.04% $300.83 +1.2%
357 MKL MARKEL GROUP INC Financial Services 11,298.0 $21.6M 0.04% -939.0 -7.7% $1914.07 -2.4%
358 FIS FIDELITY NATL INFORMATION SV Technology 456,577.0 $21.4M 0.04% $46.91 -17.8%
359 PHM PULTE GROUP INC Consumer Cyclical 180,520.0 $21.2M 0.04% -12K -6.4% $117.61 +3.6%
360 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,342,521.0 $21.0M 0.04% +131K +10.8% $15.65 +7.7%
Page 18 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%