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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 39 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 LNC LINCOLN NATL CORP IND Financial Services 143,550.0 $5.1M 0.01% -5K -3.1% $35.50 +4.7%
762 BEPC BROOKFIELD RENEWABLE CORP Utilities 127,487.0 $5.1M 0.01% +1K +1.1% $39.83 -6.1%
763 CELH CELSIUS HLDGS INC Consumer Defensive 142,323.0 $5.0M 0.01% -1K -0.8% $35.48 -13.2%
764 OZK BANK OZK LITTLE ROCK ARK Financial Services 109,613.0 $5.0M 0.01% $45.89 +7.3%
765 MAT MATTEL INC Consumer Cyclical 344,641.0 $5.0M 0.01% -6K -1.8% $14.53 -3.4%
766 PCOR PROCORE TECHNOLOGIES INC Technology 87,484.0 $5.0M 0.01% +4K +5.0% $57.00 -29.8%
767 BSY BENTLEY SYS INC Technology 141,969.0 $5.0M 0.01% -8K -5.1% $35.12 -16.3%
768 DVA DAVITA INC Healthcare 32,353.0 $5.0M 0.01% -6K -15.8% $153.69 +35.3%
769 WTM WHITE MTNS INS GROUP LTD Financial Services 2,261.0 $5.0M 0.01% -531.0 -19.0% $2196.96 -8.4%
770 HALO HALOZYME THERAPEUTICS INC Healthcare 76,241.0 $4.9M 0.01% $64.63 +6.1%
771 ONON ON HLDG AG Consumer Cyclical 144,806.0 $4.9M 0.01% +5K +3.5% $34.02 +14.3%
772 VIKING HOLDINGS LTD 67,028.0 $4.9M 0.01% +22K +48.8% $73.48
773 GNTX GENTEX CORP Consumer Cyclical 225,169.0 $4.9M 0.01% $21.85 +18.8%
774 AGCO AGCO CORP Industrials 42,425.0 $4.9M 0.01% -2K -4.8% $115.87 -1.9%
775 VNT VONTIER CORPORATION Technology 138,270.0 $4.9M 0.01% $35.47 -15.7%
776 BROS DUTCH BROS INC Consumer Cyclical 96,500.0 $4.9M 0.01% $50.66 +39.6%
777 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 183,949.0 $4.9M 0.01% -5K -2.6% $26.43 +10.6%
778 VNO VORNADO RLTY TR Real Estate 185,804.0 $4.8M 0.01% $25.99 +45.5%
779 ST SENSATA TECHNOLOGIES HLDG PL Technology 136,212.0 $4.8M 0.01% $35.22 +43.8%
780 LBRDK LIBERTY BROADBAND CORP Communication Services 95,320.0 $4.8M 0.01% -1K -1.5% $50.30 -41.1%
Page 39 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%