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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 38 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SON SONOCO PRODS CO Consumer Cyclical 99,261.0 $5.4M 0.01% -1K -1.4% $54.09 -6.3%
742 PRI PRIMERICA INC Financial Services 21,408.0 $5.4M 0.01% $250.48 +12.5%
743 KMX CARMAX INC Consumer Cyclical 127,887.0 $5.3M 0.01% $41.58 +29.1%
744 VFC V F CORP Consumer Cyclical 312,786.0 $5.3M 0.01% -7K -2.0% $16.99 +2.0%
745 G GENPACT LIMITED Technology 142,515.0 $5.3M 0.01% -17K -10.9% $37.25 -24.2%
746 MP MP MATERIALS CORP Basic Materials 108,884.0 $5.3M 0.01% +7K +7.0% $48.26 +26.2%
747 SFM SPROUTS FMRS MKT INC Consumer Defensive 68,120.0 $5.3M 0.01% $77.13 +4.4%
748 CE CELANESE CORP DEL Basic Materials 79,789.0 $5.2M 0.01% +2K +2.4% $65.77 -22.2%
749 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 75,438.0 $5.2M 0.01% -919.0 -1.2% $69.19 +10.9%
750 MIDD MIDDLEBY CORP Industrials 39,356.0 $5.2M 0.01% $132.58 +29.9%
751 REXR REXFORD INDL RLTY INC Real Estate 159,207.0 $5.2M 0.01% $32.73 +1.2%
752 AXTA AXALTA COATING SYS LTD Basic Materials 187,824.0 $5.2M 0.01% $27.70 +25.6%
753 CHDN CHURCHILL DOWNS INC Consumer Cyclical 57,791.0 $5.2M 0.01% -524.0 -0.9% $89.83 -1.7%
754 LW LAMB WESTON HLDGS INC Consumer Defensive 122,466.0 $5.2M 0.01% $42.26 +6.6%
755 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 56,193.0 $5.2M 0.01% $92.04 -16.4%
756 FNB F N B CORP Financial Services 308,928.0 $5.2M 0.01% $16.72 +9.0%
757 HR HEALTHCARE RLTY TR Real Estate 302,593.0 $5.1M 0.01% $16.99 +16.5%
758 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 13,062.0 $5.1M 0.01% $391.76 +173.2%
759 GXO GXO LOGISTICS INCORPORATED Industrials 98,637.0 $5.1M 0.01% -2K -1.7% $51.85 -6.2%
760 FOX FOX CORP Communication Services 96,032.0 $5.1M 0.01% $53.10 -11.6%
Page 38 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%