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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 40 of 104  ·  2,063 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AGO ASSURED GUARANTY LTD Financial Services 58,258.0 $4.7M 0.01% -5K -8.2% $81.48 -6.1%
782 R RYDER SYS INC Industrials 23,144.0 $4.7M 0.01% +2K +8.0% $204.71 +28.7%
783 GAP GAP INC Consumer Cyclical 195,466.0 $4.7M 0.01% $24.20 -12.6%
784 LSTR LANDSTAR SYS INC Industrials 29,362.0 $4.7M 0.01% $160.31 +29.4%
785 BROWN FORMAN CORP 177,327.0 $4.7M 0.01% -15K -7.7% $26.44
786 SATS ECHOSTAR CORP Technology 39,705.0 $4.6M 0.01% $117.07 -6.7%
787 ACI ALBERTSONS COS INC Consumer Defensive 272,619.0 $4.6M 0.01% $17.04 -21.1%
788 MELI MERCADOLIBRE INC Consumer Cyclical 2,675.0 $4.6M 0.01% +80.0 +3.1% $1729.02 -5.4%
789 WEX WEX INC Technology 30,148.0 $4.6M 0.01% $153.04 -16.7%
790 SLM SLM CORP Financial Services 214,741.0 $4.6M 0.01% -12K -5.3% $21.41 +7.6%
791 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 90,364.0 $4.6M 0.01% -1K -1.5% $50.80 +4.4%
792 LIBERTY LIVE HOLDINGS INC 48,777.0 $4.6M 0.01% $94.11
793 ALKS ALKERMES PLC Healthcare 129,436.0 $4.6M 0.01% -2K -1.7% $35.36 +27.2%
794 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 117,230.0 $4.6M 0.01% -679.0 -0.6% $38.97 +8.8%
795 LOPE GRAND CANYON ED INC Consumer Defensive 26,805.0 $4.6M 0.01% -4K -12.0% $170.03 -16.7%
796 SIRI SIRIUSXM HOLDINGS INC Communication Services 197,409.0 $4.6M 0.01% -7K -3.2% $23.08 +21.4%
797 FN FABRINET Technology 8,695.0 $4.5M 0.01% -440.0 -4.8% $521.52 +10.0%
798 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 100,909.0 $4.5M 0.01% -9K -7.8% $44.84 +11.5%
799 LAZ LAZARD INC Financial Services 106,249.0 $4.5M 0.01% $42.48 +4.3%
800 MGY MAGNOLIA OIL & GAS CORP Energy 141,911.0 $4.5M 0.01% -10K -6.7% $31.57 -16.3%
Page 40 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%