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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 21 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 KEY KEYCORP Financial Services 878,174.0 $17.6M 0.03% $20.05 +12.7%
402 FSLR FIRST SOLAR INC Energy 89,163.0 $17.6M 0.03% -3K -3.7% $197.26 +29.2%
403 NI NISOURCE INC Utilities 373,534.0 $17.4M 0.03% $46.66 +0.2%
404 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 238,880.0 $17.3M 0.03% -3K -1.1% $72.55 +4.8%
405 VRSN VERISIGN INC Technology 69,383.0 $17.2M 0.03% -1K -1.8% $248.36 +10.3%
406 ILMN ILLUMINA INC Healthcare 139,738.0 $17.2M 0.03% -10K -6.9% $123.26 +29.1%
407 SMURFIT WESTROCK PLC 431,897.0 $17.2M 0.03% -4K -1.0% $39.85
408 MDB MONGODB INC Technology 70,161.0 $17.2M 0.03% -929.0 -1.3% $244.77 +36.7%
409 CORPAY INC 58,994.0 $17.2M 0.03% +748.0 +1.3% $290.99
410 USFD US FOODS HLDG CORP Consumer Defensive 184,540.0 $17.0M 0.03% $92.21 +1.7%
411 FTV FORTIVE CORP Technology 306,621.0 $17.0M 0.03% $55.28 +9.8%
412 VLTO VERALTO CORP Industrials 191,484.0 $16.9M 0.03% $88.42 -5.0%
413 HPQ HP INC Technology 876,147.0 $16.8M 0.03% -53K -5.7% $19.21 +20.7%
414 WRB BERKLEY W R CORP Financial Services 253,463.0 $16.8M 0.03% -14K -5.1% $66.28 +3.2%
415 WY WEYERHAEUSER CO Real Estate 686,361.0 $16.8M 0.03% $24.43 +1.5%
416 BR BROADRIDGE FINL SOLUTIONS IN Technology 103,194.0 $16.8M 0.03% $162.48 -14.1%
417 LEN LENNAR CORP Consumer Cyclical 193,013.0 $16.8M 0.03% -10K -5.1% $86.84 -0.4%
418 PSTG EVERPURE INC Technology 281,175.0 $16.6M 0.03% $59.04 +26.5%
419 BWXT BWX TECHNOLOGIES INC Industrials 80,762.0 $16.5M 0.03% $204.49 -0.7%
420 WST WEST PHARMACEUTICAL SVSC INC Healthcare 65,712.0 $16.5M 0.03% $250.64 +31.5%
Page 21 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%