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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 19 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 EQR EQUITY RESIDENTIAL Real Estate 341,335.0 $21.5M 0.04% NEW $63.04 +3.1%
362 FE FIRSTENERGY CORP Utilities 480,002.0 $21.5M 0.04% NEW $44.77 +2.9%
363 DOV DOVER CORP Industrials 110,064.0 $21.5M 0.04% NEW $195.24 +14.5%
364 OMC OMNICOM GROUP INC Communication Services 264,983.0 $21.4M 0.04% NEW $80.75 -5.3%
365 ES EVERSOURCE ENERGY Utilities 315,322.0 $21.2M 0.04% NEW $67.33 +2.9%
366 DVN DEVON ENERGY CORP NEW Energy 578,672.0 $21.2M 0.04% NEW $36.63 +17.0%
367 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,211,718.0 $21.0M 0.04% NEW $17.35 -1.9%
368 DTE DTE ENERGY CO Utilities 162,230.0 $20.9M 0.04% NEW $128.98 +14.0%
369 LEN LENNAR CORP Consumer Cyclical 203,292.0 $20.9M 0.04% NEW $102.80 -13.9%
370 LEIDOS HOLDINGS INC 115,649.0 $20.9M 0.04% NEW $180.40
371 HPQ HP INC Technology 929,509.0 $20.7M 0.04% NEW $22.28 +6.1%
372 TDY TELEDYNE TECHNOLOGIES INC Technology 40,514.0 $20.7M 0.04% NEW $510.73 +22.2%
373 HUBB HUBBELL INC Industrials 46,470.0 $20.6M 0.04% NEW $444.11 +16.0%
374 EIX EDISON INTL Utilities 343,350.0 $20.6M 0.04% NEW $60.02 +18.4%
375 ON ON SEMICONDUCTOR CORP Technology 377,468.0 $20.4M 0.04% NEW $54.15 +114.2%
376 STE STERIS PLC Healthcare 79,939.0 $20.3M 0.04% NEW $253.52 -21.3%
377 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 41,310.0 $20.1M 0.04% NEW $487.25 +13.1%
378 EXPD EXPEDITORS INTL WASH INC Industrials 133,571.0 $19.9M 0.04% NEW $149.01 +8.0%
379 ZM ZOOM COMMUNICATIONS INC Technology 229,486.0 $19.8M 0.04% NEW $86.29 +3.2%
380 ZS ZSCALER INC Technology 87,999.0 $19.8M 0.04% NEW $224.92 -44.5%
Page 19 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%