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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 30 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 BWA BORGWARNER INC Consumer Cyclical 178,353.0 $9.7M 0.02% -5K -2.9% $54.26 +32.4%
582 WBS WEBSTER FINL CORP Financial Services 138,938.0 $9.6M 0.02% -9K -6.4% $69.42 +8.1%
583 PINS PINTEREST INC Communication Services 525,192.0 $9.6M 0.02% -3K -0.5% $18.34 +10.5%
584 RL RALPH LAUREN CORP Consumer Cyclical 27,913.0 $9.6M 0.02% -2K -5.4% $343.99 +20.1%
585 BROOKFIELD ASSET MANAGMT LTD 213,561.0 $9.5M 0.02% +5K +2.3% $44.45
586 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 110,670.0 $9.5M 0.02% $85.66 +21.0%
587 ORI OLD REP INTL CORP Financial Services 237,456.0 $9.5M 0.02% $39.90 -3.0%
588 CACI CACI INTL INC Technology 17,413.0 $9.5M 0.02% -1K -6.8% $543.87 -14.2%
589 CCK CROWN HLDGS INC Consumer Cyclical 93,943.0 $9.4M 0.02% $100.25 +1.3%
590 MEDP MEDPACE HLDGS INC Healthcare 19,316.0 $9.3M 0.02% -413.0 -2.1% $480.19 -4.2%
591 QXO QXO INC Industrials 472,687.0 $9.2M 0.02% +19K +4.3% $19.42 -8.5%
592 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 162,368.0 $9.2M 0.02% -1K -0.9% $56.49 -3.2%
593 TTD THE TRADE DESK INC Technology 401,934.0 $9.1M 0.02% $22.69 -18.4%
594 ZION ZIONS BANCORPORATION NATL AS Financial Services 158,103.0 $9.1M 0.02% $57.62 +14.8%
595 DKNG DRAFTKINGS INC NEW Consumer Cyclical 420,962.0 $9.1M 0.02% -4K -1.1% $21.62 +22.1%
596 LAMR LAMAR ADVERTISING CO Real Estate 71,832.0 $9.1M 0.02% $126.66 +18.2%
597 GEN GEN DIGITAL INC Technology 482,151.0 $9.1M 0.02% $18.83 +28.4%
598 DINO HF SINCLAIR CORP Energy 144,885.0 $9.0M 0.02% $62.39 +3.4%
599 ROIV ROIVANT SCIENCES LTD Healthcare 325,757.0 $9.0M 0.02% $27.70 +13.5%
600 IVZ INVESCO LTD Financial Services 369,686.0 $9.0M 0.02% $24.29 +15.9%
Page 30 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%