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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 27 of 104  ·  2,073 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 WCC WESCO INTL INC Industrials 49,043.0 $12.0M 0.02% NEW $244.64 +45.7%
522 NTNX NUTANIX INC Technology 230,958.0 $11.9M 0.02% NEW $51.69 -10.1%
523 WSO WATSCO INC Industrials 35,250.0 $11.9M 0.02% NEW $336.95 +15.5%
524 KIM KIMCO RLTY CORP Real Estate 584,455.0 $11.8M 0.02% NEW $20.27 +20.8%
525 TECHNIPFMC PLC 261,502.0 $11.7M 0.02% NEW $44.56
526 WPC WP CAREY INC Real Estate 181,007.0 $11.6M 0.02% NEW $64.36 +18.3%
527 JKHY HENRY JACK & ASSOC INC Technology 63,599.0 $11.6M 0.02% NEW $182.48 -31.9%
528 RBC RBC BEARINGS INC Industrials 25,862.0 $11.6M 0.02% NEW $448.43 +39.5%
529 TKO TKO GROUP HOLDINGS INC Communication Services 55,393.0 $11.6M 0.02% NEW $209.00 -6.9%
530 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 47,661.0 $11.6M 0.02% NEW $242.82 -2.2%
531 ACM AECOM Industrials 121,364.0 $11.6M 0.02% NEW $95.33 -27.2%
532 ALLY ALLY FINL INC Financial Services 253,900.0 $11.5M 0.02% NEW $45.29 +0.5%
533 ATI ATI INC Industrials 100,200.0 $11.5M 0.02% NEW $114.76 +71.5%
534 NDSN NORDSON CORP Industrials 47,794.0 $11.5M 0.02% NEW $240.43 +20.7%
535 TOL TOLL BROTHERS INC Consumer Cyclical 84,824.0 $11.5M 0.02% NEW $135.22 +10.7%
536 UHS UNIVERSAL HLTH SVCS INC Healthcare 52,345.0 $11.4M 0.02% NEW $218.02 -35.2%
537 UNM UNUM GROUP Financial Services 146,280.0 $11.3M 0.02% NEW $77.50 +18.2%
538 ENTG ENTEGRIS INC Technology 134,529.0 $11.3M 0.02% NEW $84.25 +86.8%
539 REGCO REGENCY CTRS CORP Real Estate 163,913.0 $11.3M 0.02% NEW $69.03 -67.3%
540 BUNGE GLOBAL SA 126,284.0 $11.2M 0.02% NEW $89.08
Page 27 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%