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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 32 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 IOT SAMSARA INC Technology 266,823.0 $8.5M 0.02% +29K +12.0% $31.69 -0.0%
622 ANNALY CAPITAL MANAGEMENT IN 396,894.0 $8.4M 0.02% $21.15
623 SOLV SOLVENTUM CORP Healthcare 127,889.0 $8.4M 0.02% $65.30 +15.5%
624 NFG NATIONAL FUEL GAS CO Energy 88,847.0 $8.3M 0.02% -3K -3.6% $93.96 -19.2%
625 OSK OSHKOSH CORP Industrials 56,145.0 $8.3M 0.01% -295.0 -0.5% $147.21 -5.2%
626 DAR DARLING INGREDIENTS INC Consumer Defensive 133,544.0 $8.3M 0.01% -2K -1.2% $61.85 -13.2%
627 APG API GROUP CORP Industrials 203,557.0 $8.2M 0.01% $40.52 +5.0%
628 AES AES CORP Utilities 584,447.0 $8.2M 0.01% $14.09 +3.8%
629 NTNX NUTANIX INC Technology 216,203.0 $8.2M 0.01% -15K -6.4% $38.01 +23.4%
630 EGP EASTGROUP PPTYS INC Real Estate 44,317.0 $8.2M 0.01% -5K -11.0% $185.09 +8.0%
631 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 104,921.0 $8.2M 0.01% -9K -7.6% $78.03 -15.0%
632 COKE COCA COLA CONS INC Consumer Defensive 42,430.0 $8.1M 0.01% -368.0 -0.9% $191.74 -5.3%
633 AIZ ASSURANT INC Financial Services 37,128.0 $8.1M 0.01% $217.81 +19.3%
634 DOCU DOCUSIGN INC Technology 169,425.0 $8.0M 0.01% -11K -6.1% $47.41 -8.3%
635 AMH AMERICAN HOMES 4 RENT Real Estate 287,377.0 $8.0M 0.01% -6K -1.9% $27.92 +13.6%
636 CNH INDL N V 727,247.0 $8.0M 0.01% $11.00
637 AVT AVNET INC Technology 128,994.0 $7.9M 0.01% -3K -2.6% $61.62 +48.4%
638 RRC RANGE RES CORP Energy 174,533.0 $7.9M 0.01% $45.18 -19.5%
639 CR CRANE COMPANY Industrials 46,109.0 $7.9M 0.01% $171.00 +25.7%
640 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 135,075.0 $7.8M 0.01% $57.58 +28.8%
Page 32 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%