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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 25 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PKG PACKAGING CORP AMER Consumer Cyclical 68,095.0 $14.0M 0.03% NEW $206.23 +11.2%
482 BALL BALL CORP Consumer Cyclical 264,821.0 $14.0M 0.03% NEW $52.97 +9.0%
483 THC TENET HEALTHCARE CORP Healthcare 70,526.0 $14.0M 0.03% NEW $198.72 -10.2%
484 BWXT BWX TECHNOLOGIES INC Industrials 80,762.0 $14.0M 0.03% NEW $172.84 +17.5%
485 USFD US FOODS HLDG CORP Consumer Defensive 184,540.0 $13.9M 0.03% NEW $75.32 +24.5%
486 EWBC EAST WEST BANCORP INC Financial Services 123,159.0 $13.8M 0.02% NEW $112.39 +13.2%
487 ROL ROLLINS INC Consumer Cyclical 229,815.0 $13.8M 0.02% NEW $60.02 -24.8%
488 RS RELIANCE INC Basic Materials 47,636.0 $13.8M 0.02% NEW $288.87 +39.9%
489 TLN TALEN ENERGY CORP Utilities 36,496.0 $13.7M 0.02% NEW $374.84 +9.3%
490 PINS PINTEREST INC Communication Services 527,934.0 $13.7M 0.02% NEW $25.89 -21.4%
491 SMCI SUPER MICRO COMPUTER INC Technology 462,524.0 $13.5M 0.02% NEW $29.27 -5.1%
492 EQH EQUITABLE HLDGS INC Financial Services 283,673.0 $13.5M 0.02% NEW $47.65 -4.5%
493 GGG GRACO INC Industrials 164,106.0 $13.5M 0.02% NEW $81.97 -8.2%
494 RGLD ROYAL GOLD INC Basic Materials 60,276.0 $13.4M 0.02% NEW $222.29 -1.7%
495 FNF FIDELITY NATIONAL FINANCIAL Financial Services 245,251.0 $13.4M 0.02% NEW $54.59 -14.2%
496 MAS MASCO CORP Industrials 208,154.0 $13.2M 0.02% NEW $63.46 +14.4%
497 ASTS AST SPACEMOBILE INC Technology 181,158.0 $13.2M 0.02% NEW $72.63 +17.6%
498 GEN GEN DIGITAL INC Technology 482,151.0 $13.1M 0.02% NEW $27.19 -12.0%
499 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 191,887.0 $13.1M 0.02% NEW $68.23 +8.7%
500 XPO XPO INC Industrials 96,138.0 $13.1M 0.02% NEW $135.91 +57.7%
Page 25 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%