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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 24 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ATI ATI INC Industrials 98,530.0 $14.3M 0.03% -2K -1.7% $145.46 +38.7%
462 TYL TYLER TECHNOLOGIES INC Technology 41,785.0 $14.3M 0.03% $342.38 -19.2%
463 SUI SUN CMNTYS INC Real Estate 113,224.0 $14.3M 0.03% -1K -1.1% $125.96 -4.4%
464 LULU LULULEMON ATHLETICA INC Consumer Cyclical 92,860.0 $14.2M 0.03% -1K -1.5% $153.10 -26.5%
465 LIBERTY MEDIA CORP DEL 166,982.0 $14.2M 0.03% $85.02
466 APTIV PLC 203,739.0 $14.1M 0.03% $69.44
467 RVMD REVOLUTION MEDICINES INC Healthcare 144,882.0 $14.1M 0.03% +14K +10.7% $97.25 +65.0%
468 INCY INCYTE CORP Healthcare 149,611.0 $14.1M 0.03% -2K -1.1% $94.12 +3.1%
469 INVH INVITATION HOMES INC Real Estate 563,507.0 $14.0M 0.03% $24.85 +15.0%
470 GGG GRACO INC Industrials 164,106.0 $13.9M 0.03% $84.65 -9.7%
471 AKAM AKAMAI TECHNOLOGIES INC Technology 120,893.0 $13.9M 0.03% $114.85 +9.4%
472 FFIV F5 INC Technology 47,890.0 $13.9M 0.03% $289.33 +30.9%
473 CRS CARPENTER TECHNOLOGY CORP Industrials 35,017.0 $13.8M 0.03% $394.15 +48.8%
474 SNA SNAP ON INC Industrials 37,808.0 $13.7M 0.03% -3K -8.4% $363.22 +7.0%
475 J JACOBS SOLUTIONS INC Industrials 107,701.0 $13.7M 0.03% $127.28 -5.1%
476 PODD INSULET CORP Healthcare 65,227.0 $13.7M 0.03% $209.84 -31.2%
477 VTRS VIATRIS INC Healthcare 1,005,275.0 $13.6M 0.03% -11K -1.1% $13.51 +12.8%
478 WCC WESCO INTL INC Industrials 49,397.0 $13.5M 0.03% +354.0 +0.7% $273.62 +33.4%
479 APA APA CORPORATION Energy 318,218.0 $13.5M 0.03% $42.44 -22.9%
480 ITT ITT INC Industrials 70,380.0 $13.4M 0.03% $190.53 +3.2%
Page 24 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%