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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 26 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 WSO WATSCO INC Industrials 34,004.0 $12.4M 0.02% -1K -3.5% $363.79 +9.5%
502 OVV OVINTIV INC Energy 207,695.0 $12.3M 0.02% $59.36 -11.5%
503 COOPER COS INC 172,309.0 $12.3M 0.02% -6K -3.4% $71.50
504 WPC WP CAREY INC Real Estate 181,007.0 $12.3M 0.02% $67.96 +5.2%
505 ROL ROLLINS INC Consumer Cyclical 229,815.0 $12.3M 0.02% $53.41 -16.0%
506 REGCO REGENCY CTRS CORP Real Estate 161,351.0 $12.2M 0.02% -3K -1.6% $75.66 -70.3%
507 PINNACLE FINL PARTNERS INC 141,257.0 $12.2M 0.02% NEW $86.14
508 SCCO SOUTHERN COPPER CORP Basic Materials 70,025.0 $12.0M 0.02% -792.0 -1.1% $172.06 +12.0%
509 AA ALCOA CORP Basic Materials 179,171.0 $11.9M 0.02% $66.33 -10.6%
510 TLN TALEN ENERGY CORP Utilities 36,854.0 $11.8M 0.02% +358.0 +1.0% $319.23 +35.0%
511 TRU TRANSUNION Industrials 169,803.0 $11.7M 0.02% $69.19 -6.9%
512 HUBS HUBSPOT INC Technology 48,124.0 $11.7M 0.02% -427.0 -0.9% $244.10 -27.2%
513 TW TRADEWEB MKTS INC Financial Services 99,474.0 $11.7M 0.02% -910.0 -0.9% $117.66 -15.3%
514 RPM RPM INTL INC Basic Materials 117,584.0 $11.7M 0.02% $99.40 +9.2%
515 MKC MCCORMICK & CO INC Consumer Defensive 230,652.0 $11.6M 0.02% $50.44 -7.4%
516 EXEL EXELIXIS INC Healthcare 270,598.0 $11.6M 0.02% -8K -2.7% $42.89 +21.0%
517 IEX IDEX CORP Industrials 61,173.0 $11.6M 0.02% $189.55 +19.1%
518 BBY BEST BUY INC Consumer Cyclical 179,513.0 $11.5M 0.02% -2K -1.0% $64.20 +15.8%
519 OKTA OKTA INC Technology 145,707.0 $11.5M 0.02% $78.71 +49.5%
520 AVY AVERY DENNISON CORP Industrials 66,216.0 $11.4M 0.02% -3K -4.2% $172.68 -7.4%
Page 26 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%